Aaron Wealth Advisors’s Novartis NVS Stock Holding History

Aaron Wealth Advisors’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	$3.66M	Buy	25,686 +876	+4%	+$133K	0.18%	70
2026 Q2	$3.89M	Buy	24,810 +715	+3%	+$107K	0.2%	66
2026 Q1	$3.68M	Buy	24,095 +4,376	+22%	+$671K	0.21%	60
2025 Q4	$2.72M	Buy	19,719 +4,080	+26%	+$534K	0.15%	96
2025 Q3	$2.01M	Buy	15,639 +411	+3%	+$50.2K	0.12%	106
2025 Q2	$1.84M	Buy	15,228 +654	+4%	+$73.7K	0.19%	68
2025 Q1	$1.62M	Buy	14,574 +457	+3%	+$48.7K	0.19%	74
2024 Q4	$1.37M	Buy	14,117 +986	+8%	+$105K	0.16%	81
2024 Q3	$1.51M	Buy	13,131 +2,656	+25%	+$301K	0.18%	77
2024 Q2	$1.12M	Sell	10,475 -247	-2%	-$24.8K	0.15%	89
2024 Q1	$1.04M	Buy	10,722 +4,818	+82%	+$494K	0.15%	91
2023 Q4	$596K	Buy	5,904 +1,050	+22%	+$101K	0.1%	123
2023 Q3	$494K	Buy	4,854 +408	+9%	+$41.4K	0.06%	151
2023 Q2	$449K	Buy	4,446 +933	+27%	+$93.3K	0.06%	163
2023 Q1	$323K	Buy	3,513 +257	+8%	+$22.4K	0.04%	200
2022 Q4	$295K	Buy	+3,256	New	+$274K	0.04%	195
2022 Q2	–	Sell	-1,691	Closed	-$148K	–	627
2022 Q1	$148K	Buy	+1,691	New	+$146K	0.03%	221
2021 Q4	–	Sell	-5,468	Closed	-$447K	–	183
2021 Q3	$447K	Buy	5,468 +408	+8%	+$36.7K	0.13%	97
2021 Q2	$461K	Buy	5,060 +974	+24%	+$86.7K	0.15%	94
2021 Q1	$349K	Buy	+4,086	New	+$367K	0.13%	110

Other funds holding NVS

FWCM

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

GGI

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

DLA

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

MGIA

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

SIC

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

MCM

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

CCM

Cohen Capital Management Corte Madera, California $717M AUM 30.06% 1-Year Est. Return

CIG

Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return

Aaron Wealth Advisors's NVS Position: Q3 2026 in Review

Aaron Wealth Advisors increased its Novartis (NVS) stake by 3.5% in Q3 2026, buying an estimated $133K and bringing the position to 25,686 shares worth $3.66M. The position accounts for 0.18% of the portfolio, ranked #70.

Aaron Wealth Advisors first reported a position in NVS in Q1 2021 and has held it in 20 quarters since. The position peaked at $3.89M in Q2 2026. 185 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

Aaron Wealth Advisors held 25,686 shares of Novartis worth $3.66M as of Q3 2026.
Aaron Wealth Advisors bought 876 Novartis shares in Q3 2026, an estimated $133K.
Novartis made up 0.18% of Aaron Wealth Advisors's portfolio in Q3 2026, its #70 holding.
Aaron Wealth Advisors first reported a position in Novartis in Q1 2021 and has held it in 20 quarters since.
Aaron Wealth Advisors's Novartis position peaked at $3.89M in Q2 2026.
185 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.