Team Financial Group’s Novartis NVS Stock Holding History

Team 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	–	Sell	-58	Closed	-$8.86K	–	186
2026 Q1	$8.86K	Hold	58	–	–	﹤0.01%	202
2025 Q4	$8K	Hold	58	–	–	﹤0.01%	197
2025 Q3	$7.44K	Hold	58	–	–	﹤0.01%	196
2025 Q2	$7.02K	Buy	+58	New	+$6.54K	﹤0.01%	190
2024 Q1	–	Sell	-58	Closed	-$5.86K	–	151
2023 Q4	$5.86K	Hold	58	–	–	﹤0.01%	135
2023 Q3	$5.91K	Buy	+58	New	+$5.89K	﹤0.01%	133

Other funds holding NVS

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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 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

Team Financial Group's NVS Position: Q2 2026 in Review

Team Financial Group sold out of Novartis (NVS) in Q2 2026, closing a stake of 58 shares — an estimated $8.86K sold.

Team Financial Group first reported a position in NVS in Q3 2023 and held it in 6 quarters. The position peaked at $8.86K in Q1 2026. 509 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Team Financial Group reported no remaining Novartis position as of Q2 2026 after selling out during the quarter.
Team Financial Group sold 58 Novartis shares in Q2 2026, an estimated $8.86K.
Team Financial Group first reported a position in Novartis in Q3 2023 and held it in 6 quarters.
Team Financial Group's Novartis position peaked at $8.86K in Q1 2026.
509 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.