MCM
NVS icon

Monarch Capital Management’s Novartis NVS Stock Holding History

Monarch Capital Management’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 		$227K Buy
1,450
+50
+4% +$7.5K 0.05% 126
2026
Q1 		$214K Buy
+1,400
New +$215K 0.05% 125

Other funds holding NVS

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Monarch Capital Management's NVS Position: Q2 2026 in Review

Monarch Capital Management increased its Novartis (NVS) stake by 3.6% in Q2 2026, buying an estimated $7.5K and bringing the position to 1,450 shares worth $227K. The position accounts for 0.05% of the portfolio, ranked #126.

Monarch Capital Management first reported a position in NVS in Q1 2026 and has held it in 2 quarters since. 734 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Monarch Capital Management held 1,450 shares of Novartis worth $227K as of Q2 2026.
  • Monarch Capital Management bought 50 Novartis shares in Q2 2026, an estimated $7.5K.
  • Novartis made up 0.05% of Monarch Capital Management's portfolio in Q2 2026, its #126 holding.
  • Monarch Capital Management first reported a position in Novartis in Q1 2026 and has held it in 2 quarters since.
  • 734 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Monarch Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.