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Pacifica Partners’s Novartis NVS Stock Holding History

Pacifica Partners’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 		$317K Hold
1,984
– – 0.1% 93
2026
Q1 		$303K Hold
1,984
– – 0.1% 93
2025
Q4 		$275K Hold
1,984
– – 0.12% 86
2025
Q3 		$261K Hold
1,984
– – 0.09% 100
2025
Q2 		$238K Hold
1,984
– – 0.1% 100
2025
Q1 		$223K Sell
1,984
-457
-19% -$48.7K 0.1% 100
2024
Q4 		$237K Hold
2,441
– – 0.1% 92
2024
Q3 		$281K Hold
2,441
– – 0.12% 92
2024
Q2 		$261K Hold
2,441
– – 0.11% 93
2024
Q1 		$233K Hold
2,441
– – 0.1% 96
2023
Q4 		$237K Sell
2,441
-770
-24% -$74.3K 0.12% 93
2023
Q3 		$309K Hold
3,211
– – 0.17% 77
2023
Q2 		$318K Hold
3,211
– – 0.18% 75
2023
Q1 		$308K Hold
3,211
– – 0.19% 77
2022
Q4 		$293K Buy
3,211
+393
+14% +$33.1K 0.2% 70
2022
Q3 		$215K Hold
2,818
– – 0.16% 77
2022
Q2 		$241K Sell
2,818
-31
-1% -$2.72K 0.17% 78
2022
Q1 		$249K Hold
2,849
– – 0.16% 76
2021
Q4 		$255K Hold
2,849
– – 0.17% 80
2021
Q3 		$236K Sell
2,849
-18
-0.6% -$1.62K 0.17% 78
2021
Q2 		$261K Buy
2,867
+31
+1% +$2.76K 0.2% 72
2021
Q1 		$246K Buy
2,836
+18
+0.6% +$1.61K 0.2% 73
2020
Q4 		$250K Hold
2,818
– – 0.24% 65
2020
Q3 		$245K Hold
2,818
– – 0.27% 62
2020
Q2 		$246K Buy
2,818
+74
+3% +$6.39K 0.27% 62
2020
Q1 		$230K Buy
2,744
+2,700
+6,136% +$241K 0.29% 62
2019
Q4 		$4K Buy
+44
New +$3.95K ﹤0.01% 301

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

Pacifica Partners's NVS Position: Q2 2026 in Review

Pacifica Partners held its Novartis (NVS) position steady in Q2 2026 at 1,984 shares worth $317K. The position accounts for 0.1% of the portfolio, ranked #93.

Pacifica Partners first reported a position in NVS in Q4 2019 and has held it in 27 quarters since. The position peaked at $318K in Q2 2023. 509 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Pacifica Partners held 1,984 shares of Novartis worth $317K as of Q2 2026.
  • Pacifica Partners left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.1% of Pacifica Partners's portfolio in Q2 2026, its #93 holding.
  • Pacifica Partners first reported a position in Novartis in Q4 2019 and has held it in 27 quarters since.
  • Pacifica Partners's Novartis position peaked at $318K in Q2 2023.
  • 509 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Pacifica Partners's 13F filing for Q2 2026, filed 13 Jul 2026.