SEC 13F Intelligence

Mosaic Financial Group, LLC / NVS

Mosaic Financial Group, LLC’s Novartis AG Position

Does Mosaic Financial Group, LLC own Novartis AG (NVS)? Yes — 15.0K shares worth $2M (+1.62% of its 13F portfolio) as of Q1 2026.

Position Value
$2M
Q1 2026
Shares
15.0K
% of Portfolio
+1.62%
Quarters Held
9
currently held

Position History NVS

Reported value by quarter
Q1 ’24: $1MQ1 ’24Q2 ’24: $2MQ3 ’24: $2MQ3 ’24Q4 ’24: $1MQ1 ’25: $2MQ1 ’25Q2 ’25: $2MQ3 ’25: $2MQ3 ’25Q4 ’25: $2MQ1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202615.0K$2M+1.62%
Q4 202515.0K$2M+1.41%
Q3 202515.0K$2M+1.37%
Q2 202515.0K$2M+1.39%
Q1 202515.0K$2M+1.36%
Q4 202415.1K$1M+1.05%
Q3 202414.5K$2M+1.18%
Q2 202414.5K$2M+1.11%
Q1 202415.0K$1M+1.16%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mosaic Financial Group, LLC’s full portfolio or all institutional holders of NVS.