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Personal CFO Solutions’s Novartis NVS Stock Holding History

Personal CFO Solutions’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 		$2.18M Buy
13,900
+2,069
+17% +$310K 0.31% 52
2026
Q1 		$1.81M Buy
11,831
+8,720
+280% +$1.34M 0.25% 65
2025
Q4 		$429K Buy
3,111
+551
+22% +$72.2K 0.07% 264
2025
Q3 		$328K Buy
2,560
+440
+21% +$53.7K 0.06% 321
2025
Q2 		$257K Sell
2,120
-901
-30% -$102K 0.05% 381
2025
Q1 		$337K Sell
3,021
-1,887
-38% -$201K 0.07% 283
2024
Q4 		$478K Sell
4,908
-92
-2% -$9.81K 0.09% 212
2024
Q3 		$575K Sell
5,000
-1,200
-19% -$136K 0.08% 230
2024
Q2 		$660K Buy
6,200
+832
+15% +$83.5K 0.1% 193
2024
Q1 		$519K Buy
5,368
+277
+5% +$28.4K 0.08% 242
2023
Q4 		$514K Buy
+5,091
New +$491K 0.09% 218
2021
Q4 		– Sell
-3,322
Closed -$272K – 503
2021
Q3 		$272K Buy
3,322
+856
+35% +$77K 0.06% 319
2021
Q2 		$225K Sell
2,466
-398
-14% -$35.4K 0.05% 380
2021
Q1 		$245K Sell
2,864
-31
-1% -$2.78K 0.05% 322
2020
Q4 		$273K Sell
2,895
-1,661
-36% -$145K 0.07% 264
2020
Q3 		$0 Buy
4,556
+100
+2% +$8.66K ﹤0.01% 273
2020
Q2 		$389K Buy
4,456
+256
+6% +$22.1K 0.12% 167
2020
Q1 		$346K Buy
4,200
+1,103
+36% +$98.4K 0.12% 152
2019
Q4 		$293K Buy
3,097
+31
+1% +$2.78K 0.08% 215
2019
Q3 		$266K Buy
+3,066
New +$275K 0.11% 218

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

Personal CFO Solutions's NVS Position: Q2 2026 in Review

Personal CFO Solutions increased its Novartis (NVS) stake by 17% in Q2 2026, buying an estimated $310K and bringing the position to 13,900 shares worth $2.18M. The position accounts for 0.31% of the portfolio, ranked #52.

Personal CFO Solutions first reported a position in NVS in Q3 2019 and has held it in 20 quarters since. 1,619 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Personal CFO Solutions held 13,900 shares of Novartis worth $2.18M as of Q2 2026.
  • Personal CFO Solutions bought 2,069 Novartis shares in Q2 2026, an estimated $310K.
  • Novartis made up 0.31% of Personal CFO Solutions's portfolio in Q2 2026, its #52 holding.
  • Personal CFO Solutions first reported a position in Novartis in Q3 2019 and has held it in 20 quarters since.
  • 1,619 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.