Silver Grove Financial Group’s Novartis NVS Stock Holding History

Silver Grove Financial 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	$74.3K	Buy	+474	New	+$71.1K	0.04%	309

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Silver Grove Financial Group's NVS Position: Q2 2026 in Review

Silver Grove Financial Group opened a new position in Novartis (NVS) in Q2 2026: 474 shares worth $74.3K. The stake represents 0.04% of the portfolio and ranks #309 among its holdings.

1,612 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Silver Grove Financial Group held 474 shares of Novartis worth $74.3K as of Q2 2026.
Novartis was a new Silver Grove Financial Group position in Q2 2026.
Novartis made up 0.04% of Silver Grove Financial Group's portfolio in Q2 2026, its #309 holding.
1,612 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.