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Rothwell Investment Advisors, LLC’s Novartis NVS Stock Holding History

Rothwell Investment Advisors, 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 		$94.7K Buy
+664
New +$101K 0.05% 292

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Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
TCTC Holdings
TCTC Holdings Dallas, Texas $4.25B AUM 42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Rothwell Investment Advisors, LLC's NVS Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Novartis (NVS) in Q3 2026: 664 shares worth $94.7K. The stake represents 0.05% of the portfolio and ranks #292 among its holdings.

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

  • Rothwell Investment Advisors, LLC held 664 shares of Novartis worth $94.7K as of Q3 2026.
  • Novartis was a new Rothwell Investment Advisors, LLC position in Q3 2026.
  • Novartis made up 0.05% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #292 holding.
  • 939 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.