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Nations Financial Group’s Novartis NVS Stock Holding History

Nations 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 		$373K Buy
2,380
+10
+0.4% +$1.5K 0.02% 602
2026
Q1 		$362K Buy
2,370
+314
+15% +$48.1K 0.02% 614
2025
Q4 		$284K Buy
2,056
+132
+7% +$17.3K 0.01% 645
2025
Q3 		$247K Buy
+1,924
New +$235K 0.02% 631
2023
Q1 		– Sell
-11,283
Closed -$1.02M – 632
2022
Q4 		$1.02M Buy
+11,283
New +$950K 0.11% 219
2016
Q4 		– Sell
-3,245
Closed -$230K – 158
2016
Q3 		$230K Sell
3,245
-303
-9% -$22.1K 0.23% 137
2016
Q2 		$262K Sell
3,548
-222
-6% -$15.3K 0.27% 119
2016
Q1 		$245K Buy
3,770
+207
+6% +$14.1K 0.28% 109
2015
Q4 		$275K Buy
+3,563
New +$283K 0.36% 87

Other funds holding NVS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

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

Nations Financial Group increased its Novartis (NVS) stake by 0.42% in Q2 2026, buying an estimated $1.5K and bringing the position to 2,380 shares worth $373K. The position accounts for 0.02% of the portfolio, ranked #602.

Nations Financial Group first reported a position in NVS in Q4 2015 and has held it in 9 quarters since. The position peaked at $1.02M in Q4 2022. 509 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Nations Financial Group held 2,380 shares of Novartis worth $373K as of Q2 2026.
  • Nations Financial Group bought 10 Novartis shares in Q2 2026, an estimated $1.5K.
  • Novartis made up 0.02% of Nations Financial Group's portfolio in Q2 2026, its #602 holding.
  • Nations Financial Group first reported a position in Novartis in Q4 2015 and has held it in 9 quarters since.
  • Nations Financial Group's Novartis position peaked at $1.02M in Q4 2022.
  • 509 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.