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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
Q2 		$2.35M Sell
14,973
-13
-0.1% -$1.95K 1.5% 14
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 $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

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

Mosaic Financial Group reduced its Novartis (NVS) stake by 0.09% in Q2 2026, selling an estimated $1.95K and leaving 14,973 shares worth $2.35M. The position accounts for 1.5% of the portfolio, ranked #14.

Mosaic Financial Group first reported a position in NVS in Q1 2024 and has held it in 10 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Mosaic Financial Group held 14,973 shares of Novartis worth $2.35M as of Q2 2026.
  • Mosaic Financial Group sold 13 Novartis shares in Q2 2026, an estimated $1.95K.
  • Novartis made up 1.5% of Mosaic Financial Group's portfolio in Q2 2026, its #14 holding.
  • Mosaic Financial Group first reported a position in Novartis in Q1 2024 and has held it in 10 quarters since.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

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