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Post Resch Tallon Group’s Novartis NVS Stock Holding History

Post Resch Tallon 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 		$263K Hold
1,681
– – 0.18% 96
2026
Q1 		$261K Sell
1,681
-8
-0.5% -$1.23K 0.21% 91
2025
Q4 		$233K Buy
1,689
+24
+1% +$3.14K 0.2% 84
2025
Q3 		$214K Hold
1,665
– – 0.19% 92
2025
Q2 		$201K Buy
+1,665
New +$188K 0.19% 88

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

Post Resch Tallon Group's NVS Position: Q2 2026 in Review

Post Resch Tallon Group held its Novartis (NVS) position steady in Q2 2026 at 1,681 shares worth $263K. The position accounts for 0.18% of the portfolio, ranked #96.

Post Resch Tallon Group first reported a position in NVS in Q2 2025 and has held it in 5 quarters since. 509 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Post Resch Tallon Group held 1,681 shares of Novartis worth $263K as of Q2 2026.
  • Post Resch Tallon Group left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.18% of Post Resch Tallon Group's portfolio in Q2 2026, its #96 holding.
  • Post Resch Tallon Group first reported a position in Novartis in Q2 2025 and has held it in 5 quarters since.
  • 509 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Post Resch Tallon Group's 13F filing for Q2 2026, filed 7 Jul 2026.