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Physicians Financial Services’s Novartis NVS Stock Holding History

Physicians Financial Services’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 		$1.92M Sell
12,234
-50
-0.4% -$7.5K 0.48% 47
2026
Q1 		$1.88M Hold
12,284
– – 0.51% 43
2025
Q4 		$1.69M Sell
12,284
-150
-1% -$19.6K 0.45% 43
2025
Q3 		$1.59M Sell
12,434
-200
-2% -$24.4K 0.44% 44
2025
Q2 		$1.53M Sell
12,634
-200
-2% -$22.5K 0.46% 43
2025
Q1 		$1.43M Sell
12,834
-234
-2% -$24.9K 0.46% 45
2024
Q4 		$1.27M Sell
13,068
-250
-2% -$26.7K 0.39% 52
2024
Q3 		$1.53M Sell
13,318
-225
-2% -$25.5K 0.48% 48
2024
Q2 		$1.44M Hold
13,543
– – 0.47% 51
2024
Q1 		$1.31M Sell
13,543
-400
-3% -$41K 0.46% 53
2023
Q4 		$1.41M Sell
13,943
-140
-1% -$13.5K 0.53% 48
2023
Q3 		$1.43M Hold
14,083
– – 0.59% 45
2023
Q2 		$1.42M Buy
14,083
+100
+0.7% +$10K 0.56% 46
2023
Q1 		$1.29M Sell
13,983
-100
-0.7% -$8.73K 0.54% 50
2022
Q4 		$1.28M Hold
14,083
– – 0.58% 49
2022
Q3 		$1.07M Sell
14,083
-100
-0.7% -$8.29K 0.52% 51
2022
Q2 		$1.2M Sell
14,183
-25
-0.2% -$2.19K 0.53% 51
2022
Q1 		$1.25M Sell
14,208
-325
-2% -$28.1K 0.48% 55
2021
Q4 		$1.27M Sell
14,533
-525
-3% -$43.6K 0.47% 55
2021
Q3 		$1.23M Sell
15,058
-300
-2% -$27K 0.5% 57
2021
Q2 		$1.4M Sell
15,358
-585
-4% -$52.1K 0.57% 50
2021
Q1 		$1.36M Buy
15,943
+2,510
+19% +$225K 0.58% 49
2020
Q4 		$1.27M Sell
13,433
-277
-2% -$24.2K 0.61% 47
2020
Q3 		$1.19M Buy
13,710
+678
+5% +$58.7K 0.6% 47
2020
Q2 		$1.14M Buy
13,032
+103
+0.8% +$8.89K 0.63% 46
2020
Q1 		$1.07M Sell
12,929
-300
-2% -$26.8K 0.73% 42
2019
Q4 		$1.25M Sell
13,229
-100
-0.8% -$8.97K 0.68% 44
2019
Q3 		$1.16M Buy
13,329
+200
+2% +$18K 0.66% 44
2019
Q2 		$1.2M Sell
13,129
-5,457
-29% -$462K 0.71% 39
2019
Q1 		$1.6M Sell
18,586
-111
-0.6% -$8.91K 1% 34
2018
Q4 		$1.44M Buy
18,697
+3,989
+27% +$311K 1.05% 31
2018
Q3 		$1.14M Sell
14,708
-223
-1% -$16.5K 0.78% 40
2018
Q2 		$1.01M Sell
14,931
-228
-2% -$15.7K 0.76% 42
2018
Q1 		$1.1M Sell
15,159
-2,790
-16% -$212K 0.88% 38
2017
Q4 		$1.35M Hold
17,949
– – 1.03% 33
2017
Q3 		$1.38M Hold
17,949
– – 1.13% 32
2017
Q2 		$1.34M Sell
17,949
-558
-3% -$39.5K 1.14% 32
2017
Q1 		$1.23M Buy
18,507
+1,898
+11% +$126K 1.06% 33
2016
Q4 		$1.23M Sell
16,609
-1,284
-7% -$83.3K 1.01% 34
2016
Q3 		$1.26M Buy
17,893
+1,228
+7% +$89.5K 1.05% 33
2016
Q2 		$1.23M Buy
16,665
+893
+6% +$61.7K 1.08% 31
2016
Q1 		$1.02M Buy
15,772
+3,775
+31% +$257K 0.93% 36
2015
Q4 		$925K Buy
+11,997
New +$953K 0.85% 37

Other funds holding NVS

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Physicians Financial Services's NVS Position: Q2 2026 in Review

Physicians Financial Services reduced its Novartis (NVS) stake by 0.41% in Q2 2026, selling an estimated $7.5K and leaving 12,234 shares worth $1.92M. The position accounts for 0.48% of the portfolio, ranked #47.

Physicians Financial Services first reported a position in NVS in Q4 2015 and has held it in 43 quarters since. 557 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Physicians Financial Services held 12,234 shares of Novartis worth $1.92M as of Q2 2026.
  • Physicians Financial Services sold 50 Novartis shares in Q2 2026, an estimated $7.5K.
  • Novartis made up 0.48% of Physicians Financial Services's portfolio in Q2 2026, its #47 holding.
  • Physicians Financial Services first reported a position in Novartis in Q4 2015 and has held it in 43 quarters since.
  • 557 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Physicians Financial Services's 13F filing for Q2 2026, filed 21 Jul 2026.