Park Square Financial Group’s Novartis NVS Stock Holding History

Park Square 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	$2.66K	Sell	17 -7	-29%	-$1.05K	0.02%	148
2026 Q1	$3.67K	Sell	24 -126	-84%	-$19.3K	0.03%	170
2025 Q4	$14.6K	Sell	150 -23	-13%	-$3.01K	0.09%	114
2025 Q3	$22.2K	Sell	173 -200	-54%	-$24.4K	0.1%	84
2025 Q2	$45.1K	Buy	373 +105	+39%	+$11.8K	0.03%	314
2025 Q1	$29.9K	Sell	268 -45	-14%	-$4.79K	0.02%	353
2024 Q4	$30.5K	Buy	+313	New	+$33.4K	0.02%	352

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Park Square Financial Group's NVS Position: Q2 2026 in Review

Park Square Financial Group reduced its Novartis (NVS) stake by 29% in Q2 2026, selling an estimated $1.05K and leaving 17 shares worth $2.66K. The position accounts for 0.02% of the portfolio, ranked #148.

Park Square Financial Group first reported a position in NVS in Q4 2024 and has held it in 7 quarters since. The position peaked at $45.1K in Q2 2025. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Park Square Financial Group held 17 shares of Novartis worth $2.66K as of Q2 2026.
Park Square Financial Group sold 7 Novartis shares in Q2 2026, an estimated $1.05K.
Novartis made up 0.02% of Park Square Financial Group's portfolio in Q2 2026, its #148 holding.
Park Square Financial Group first reported a position in Novartis in Q4 2024 and has held it in 7 quarters since.
Park Square Financial Group's Novartis position peaked at $45.1K in Q2 2025.
1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.