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Mosaic Financial Group’s Novartis NVS Stock Holding History

Mosaic 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
Q1 		$2.29M Hold
14,986
– – 1.62% 11
2025
Q4 		$2.07M Hold
14,986
– – 1.41% 16
2025
Q3 		$1.92M Hold
14,986
– – 1.37% 15
2025
Q2 		$1.81M Hold
14,986
– – 1.39% 15
2025
Q1 		$1.67M Sell
14,986
-93
-0.6% -$9.9K 1.36% 15
2024
Q4 		$1.47M Buy
15,079
+588
+4% +$62.7K 1.05% 24
2024
Q3 		$1.67M Hold
14,491
– – 1.18% 19
2024
Q2 		$1.54M Sell
14,491
-461
-3% -$46.3K 1.11% 22
2024
Q1 		$1.45M Buy
+14,952
New +$1.53M 1.16% 21

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mosaic Financial Group's NVS Position: Q1 2026 in Review

Mosaic Financial Group held its Novartis (NVS) position steady in Q1 2026 at 14,986 shares worth $2.29M. The position accounts for 1.62% of the portfolio, ranked #11.

Mosaic Financial Group first reported a position in NVS in Q1 2024 and has held it in 9 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Mosaic Financial Group held 14,986 shares of Novartis worth $2.29M as of Q1 2026.
  • Mosaic Financial Group left its Novartis share count unchanged in Q1 2026.
  • Novartis made up 1.62% of Mosaic Financial Group's portfolio in Q1 2026, its #11 holding.
  • Mosaic Financial Group first reported a position in Novartis in Q1 2024 and has held it in 9 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.