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Prospera Financial Services’s Novartis NVS Stock Holding History

Prospera 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 		$4.4M Buy
28,070
+29
+0.1% +$4.35K 0.06% 310
2026
Q1 		$4.29M Buy
28,041
+2,162
+8% +$331K 0.07% 294
2025
Q4 		$3.57M Sell
25,879
-67
-0.3% -$8.77K 0.06% 325
2025
Q3 		$3.33M Sell
25,946
-537
-2% -$65.5K 0.06% 344
2025
Q2 		$3.21M Buy
26,483
+4,598
+21% +$518K 0.06% 328
2025
Q1 		$2.44M Buy
21,885
+4,274
+24% +$455K 0.06% 347
2024
Q4 		$1.71M Buy
17,611
+484
+3% +$51.6K 0.04% 397
2024
Q3 		$1.97M Buy
17,127
+1
+0% +$113 0.05% 341
2024
Q2 		$1.82M Sell
17,126
-296
-2% -$29.7K 0.05% 359
2024
Q1 		$1.69M Buy
17,422
+71
+0.4% +$7.28K 0.05% 367
2023
Q4 		$1.75M Buy
17,351
+3,812
+28% +$368K 0.06% 336
2023
Q3 		$1.38M Buy
13,539
+458
+4% +$46.5K 0.05% 350
2023
Q2 		$1.32M Buy
13,081
+2,018
+18% +$202K 0.05% 348
2023
Q1 		$1.02M Buy
11,063
+1,704
+18% +$149K 0.04% 424
2022
Q4 		$849K Sell
9,359
-806
-8% -$67.9K 0.04% 400
2022
Q3 		$774K Buy
10,165
+3,035
+43% +$252K 0.04% 426
2022
Q2 		$604K Sell
7,130
-3
-0% -$263 0.03% 470
2022
Q1 		$627K Sell
7,133
-4,934
-41% -$427K 0.03% 534
2021
Q4 		$1.06M Sell
12,067
-5,206
-30% -$432K 0.05% 399
2021
Q3 		$1.41M Buy
17,273
+292
+2% +$26.3K 0.07% 312
2021
Q2 		$1.55M Sell
16,981
-11,007
-39% -$980K 0.08% 290
2021
Q1 		$2.39M Buy
27,988
+1,535
+6% +$138K 0.14% 178
2020
Q4 		$2.5M Buy
26,453
+26,267
+14,122% +$2.3M 0.17% 145
2020
Q3 		$16K Sell
186
-24,033
-99% -$2.08M 0.01% 969
2020
Q2 		$2.12M Buy
24,219
+1,251
+5% +$108K 0.19% 139
2020
Q1 		$1.89M Buy
22,968
+2,524
+12% +$225K 0.2% 123
2019
Q4 		$1.94M Buy
20,444
+10,968
+116% +$984K 0.15% 173
2019
Q3 		$824K Sell
9,476
-853
-8% -$76.6K 0.08% 206
2019
Q2 		$937K Sell
10,329
-2,141
-17% -$181K 0.11% 167
2019
Q1 		$1.06M Buy
12,470
+2,578
+26% +$207K 0.35% 82
2018
Q4 		$761K Buy
9,892
+3,365
+52% +$262K 0.15% 142
2018
Q3 		$491K Sell
6,527
-505
-7% -$37.3K 0.09% 215
2018
Q2 		$484K Sell
7,032
-528
-7% -$36.4K 0.07% 239
2018
Q1 		$548K Sell
7,560
-489
-6% -$37.2K 0.08% 223
2017
Q4 		$614K Sell
8,049
-492
-6% -$37.1K 0.09% 184
2017
Q3 		$658K Sell
8,541
-33
-0.4% -$2.49K 0.1% 184
2017
Q2 		$633K Buy
+8,574
New +$608K 0.1% 185

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
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

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

Prospera Financial Services increased its Novartis (NVS) stake by 0.1% in Q2 2026, buying an estimated $4.35K and bringing the position to 28,070 shares worth $4.4M. The position accounts for 0.06% of the portfolio, ranked #310.

Prospera Financial Services first reported a position in NVS in Q2 2017 and has held it in 37 quarters since. 458 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Prospera Financial Services held 28,070 shares of Novartis worth $4.4M as of Q2 2026.
  • Prospera Financial Services bought 29 Novartis shares in Q2 2026, an estimated $4.35K.
  • Novartis made up 0.06% of Prospera Financial Services's portfolio in Q2 2026, its #310 holding.
  • Prospera Financial Services first reported a position in Novartis in Q2 2017 and has held it in 37 quarters since.
  • 458 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.