Monument Capital Management’s Novartis NVS Stock Holding History

Monument 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	$796K	Hold	5,076	–	–	0.16%	125
2026 Q1	$775K	Buy	5,076 +690	+16%	+$106K	0.19%	107
2025 Q4	$605K	Buy	4,386 +608	+16%	+$79.6K	0.15%	120
2025 Q3	$484K	Buy	+3,778	New	+$461K	0.12%	139
2018 Q4	–	Sell	-1,915	Closed	-$148K	–	252
2018 Q3	$148K	Buy	1,915 +1,257	+191%	+$92.9K	0.08%	92
2018 Q2	$45K	Hold	658	–	–	0.03%	97
2018 Q1	$46K	Hold	658	–	–	0.03%	92
2017 Q4	$49K	Buy	+658	New	+$49.6K	0.03%	82

Other funds holding NVS

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 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 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

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

Monument Capital Management held its Novartis (NVS) position steady in Q2 2026 at 5,076 shares worth $796K. The position accounts for 0.16% of the portfolio, ranked #125.

Monument Capital Management first reported a position in NVS in Q4 2017 and has held it in 8 quarters since. 733 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Monument Capital Management held 5,076 shares of Novartis worth $796K as of Q2 2026.
Monument Capital Management left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.16% of Monument Capital Management's portfolio in Q2 2026, its #125 holding.
Monument Capital Management first reported a position in Novartis in Q4 2017 and has held it in 8 quarters since.
733 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

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