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PFG Investments’s Novartis NVS Stock Holding History

PFG Investments’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 		$654K Buy
4,173
+72
+2% +$10.8K 0.03% 551
2026
Q1 		$626K Sell
4,101
-98
-2% -$15K 0.03% 521
2025
Q4 		$579K Buy
4,199
+1,131
+37% +$148K 0.03% 519
2025
Q3 		$393K Buy
3,068
+18
+0.6% +$2.2K 0.02% 652
2025
Q2 		$369K Buy
3,050
+112
+4% +$12.6K 0.02% 637
2025
Q1 		$328K Sell
2,938
-116
-4% -$12.3K 0.02% 659
2024
Q4 		$297K Sell
3,054
-44
-1% -$4.69K 0.02% 716
2024
Q3 		$356K Sell
3,098
-78
-2% -$8.85K 0.02% 628
2024
Q2 		$338K Sell
3,176
-2,635
-45% -$265K 0.02% 604
2024
Q1 		$562K Buy
+5,811
New +$596K 0.03% 485
2023
Q3 		– Sell
-2,789
Closed -$281K – 537
2023
Q2 		$281K Buy
+2,789
New +$279K 0.05% 380

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

PFG Investments's NVS Position: Q2 2026 in Review

PFG Investments increased its Novartis (NVS) stake by 1.8% in Q2 2026, buying an estimated $10.8K and bringing the position to 4,173 shares worth $654K. The position accounts for 0.03% of the portfolio, ranked #551.

PFG Investments first reported a position in NVS in Q2 2023 and has held it in 11 quarters since. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • PFG Investments held 4,173 shares of Novartis worth $654K as of Q2 2026.
  • PFG Investments bought 72 Novartis shares in Q2 2026, an estimated $10.8K.
  • Novartis made up 0.03% of PFG Investments's portfolio in Q2 2026, its #551 holding.
  • PFG Investments first reported a position in Novartis in Q2 2023 and has held it in 11 quarters since.
  • 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.