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Viewpoint Investment Partners’s Novartis NVS Stock Holding History

Viewpoint Investment Partners’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 		$533K Hold
3,400
– – 0.18% 62
2026
Q1 		$380K Buy
3,400
+800
+31% +$123K 0.18% 60
2025
Q4 		$358K Buy
+2,600
New +$340K 0.17% 38

Other funds holding NVS

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Viewpoint Investment Partners's NVS Position: Q2 2026 in Review

Viewpoint Investment Partners held its Novartis (NVS) position steady in Q2 2026 at 3,400 shares worth $533K. The position accounts for 0.18% of the portfolio, ranked #62.

Viewpoint Investment Partners first reported a position in NVS in Q4 2025 and has held it in 3 quarters since. 733 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Viewpoint Investment Partners held 3,400 shares of Novartis worth $533K as of Q2 2026.
  • Viewpoint Investment Partners left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.18% of Viewpoint Investment Partners's portfolio in Q2 2026, its #62 holding.
  • Viewpoint Investment Partners first reported a position in Novartis in Q4 2025 and has held it in 3 quarters since.
  • 733 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Viewpoint Investment Partners's 13F filing for Q2 2026, filed 16 Jul 2026.