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Monte Financial Group’s Novartis NVS Stock Holding History

Monte 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 		$6.95M Buy
44,535
+1,137
+3% +$170K 2.23% 14
2026
Q1 		$6.63M Sell
43,398
-625
-1% -$95.8K 2.35% 10
2025
Q4 		$6.07M Sell
44,023
-2,560
-5% -$335K 2.26% 15
2025
Q3 		$5.97M Sell
46,583
-5,879
-11% -$717K 2.2% 17
2025
Q2 		$6.35M Sell
52,462
-492
-0.9% -$55.5K 2.47% 10
2025
Q1 		$5.87M Sell
52,954
-769
-1% -$81.9K 2.57% 9
2024
Q4 		$5.23M Buy
53,723
+15,610
+41% +$1.66M 2.24% 21
2024
Q3 		$4.38M Buy
38,113
+114
+0.3% +$12.9K 1.82% 29
2024
Q2 		$4.05M Buy
+37,999
New +$3.81M 1.79% 28

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

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

Monte Financial Group increased its Novartis (NVS) stake by 2.6% in Q2 2026, buying an estimated $170K and bringing the position to 44,535 shares worth $6.95M. The position accounts for 2.23% of the portfolio, ranked #14.

Monte Financial Group first reported a position in NVS in Q2 2024 and has held it in 9 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Monte Financial Group held 44,535 shares of Novartis worth $6.95M as of Q2 2026.
  • Monte Financial Group bought 1,137 Novartis shares in Q2 2026, an estimated $170K.
  • Novartis made up 2.23% of Monte Financial Group's portfolio in Q2 2026, its #14 holding.
  • Monte Financial Group first reported a position in Novartis in Q2 2024 and has held it in 9 quarters since.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Monte Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.