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Prosperity Consulting Group’s Novartis NVS Stock Holding History

Prosperity Consulting 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 		$577K Buy
3,684
+851
+30% +$128K 0.02% 366
2026
Q1 		$433K Buy
2,833
+1,118
+65% +$171K 0.02% 377
2025
Q4 		$236K Buy
+1,715
New +$225K 0.01% 458

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

Prosperity Consulting Group's NVS Position: Q2 2026 in Review

Prosperity Consulting Group increased its Novartis (NVS) stake by 30% in Q2 2026, buying an estimated $128K and bringing the position to 3,684 shares worth $577K. The position accounts for 0.02% of the portfolio, ranked #366.

Prosperity Consulting Group first reported a position in NVS in Q4 2025 and has held it in 3 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Prosperity Consulting Group held 3,684 shares of Novartis worth $577K as of Q2 2026.
  • Prosperity Consulting Group bought 851 Novartis shares in Q2 2026, an estimated $128K.
  • Novartis made up 0.02% of Prosperity Consulting Group's portfolio in Q2 2026, its #366 holding.
  • Prosperity Consulting Group first reported a position in Novartis in Q4 2025 and has held it in 3 quarters since.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.