Merit Financial Group’s Novartis NVS Stock Holding History

Merit Financial Group’s Portfolio NVS Stock Details NVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.45M	Buy	34,804 +1,096	+3%	+$164K	0.03%	406
2026 Q1	$5.15M	Buy	33,708 +1,209	+4%	+$185K	0.04%	385
2025 Q4	$4.48M	Buy	32,499 +1,354	+4%	+$177K	0.04%	383
2025 Q3	$3.99M	Buy	31,145 +625	+2%	+$76.3K	0.04%	362
2025 Q2	$3.69M	Buy	30,520 +10,542	+53%	+$1.19M	0.04%	348
2025 Q1	$2.23M	Buy	19,978 +9,187	+85%	+$978K	0.03%	391
2024 Q4	$1.05M	Buy	10,791 +1,010	+10%	+$108K	0.02%	494
2024 Q3	$1.13M	Sell	9,781 -827	-8%	-$93.8K	0.03%	395
2024 Q2	$1.13M	Buy	10,608 +93	+0.9%	+$9.34K	0.02%	378
2024 Q1	$1.02M	Buy	10,515 +8,509	+424%	+$872K	0.02%	400
2023 Q4	$203K	Buy	+2,006	New	+$194K	0.01%	726

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Merit Financial Group's NVS Position: Q2 2026 in Review

Merit Financial Group increased its Novartis (NVS) stake by 3.3% in Q2 2026, buying an estimated $164K and bringing the position to 34,804 shares worth $5.45M. The position accounts for 0.03% of the portfolio, ranked #406.

Merit Financial Group first reported a position in NVS in Q4 2023 and has held it in 11 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Merit Financial Group held 34,804 shares of Novartis worth $5.45M as of Q2 2026.
Merit Financial Group bought 1,096 Novartis shares in Q2 2026, an estimated $164K.
Novartis made up 0.03% of Merit Financial Group's portfolio in Q2 2026, its #406 holding.
Merit Financial Group first reported a position in Novartis in Q4 2023 and has held it in 11 quarters since.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.