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Mission Financial Group’s Novartis NVS Stock Holding History

Mission 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 		$433K Buy
+2,762
New +$414K 0.36% 78
2025
Q1 		$437K Buy
+2,862
New +$305K 0.4% 69
2021
Q4 		$418K Buy
+3,033
New +$252K 0.39% 75

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Mission Financial Group opened a new position in Novartis (NVS) in Q2 2026: 2,762 shares worth $433K. The stake represents 0.36% of the portfolio and ranks #78 among its holdings. This is a return to the name: Mission Financial Group previously reported a position in NVS as recently as Q1 2025.

Mission Financial Group first reported a position in NVS in Q4 2021 and has held it in 3 quarters since. The position peaked at $437K in Q1 2025. 1,618 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Mission Financial Group held 2,762 shares of Novartis worth $433K as of Q2 2026.
  • Novartis was a new Mission Financial Group position in Q2 2026.
  • Novartis made up 0.36% of Mission Financial Group's portfolio in Q2 2026, its #78 holding.
  • Mission Financial Group first reported a position in Novartis in Q4 2021 and has held it in 3 quarters since.
  • Mission Financial Group's Novartis position peaked at $437K in Q1 2025.
  • 1,618 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Mission Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.