STACKSTONE WEALTH, LLC’s Novartis NVS Stock Holding History

STACKSTONE WEALTH, LLC’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 Q3	$2.5M	Buy	+17,527	New	+$2.66M	0.25%	113

Other funds holding NVS

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

ERP

Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Mengis Capital Management Portland, Oregon $673M AUM 34.75% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

STACKSTONE WEALTH, LLC's NVS Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Novartis (NVS) in Q3 2026: 17,527 shares worth $2.5M. The stake represents 0.25% of the portfolio and ranks #113 among its holdings.

291 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

STACKSTONE WEALTH, LLC held 17,527 shares of Novartis worth $2.5M as of Q3 2026.
Novartis was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Novartis made up 0.25% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #113 holding.
291 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.