Altus Wealth Group’s Novartis NVS Stock Holding History

Altus Wealth Group’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	$772K	Sell	5,414 -49	-0.9%	-$7.43K	0.29%	57
2026 Q2	$856K	Buy	5,463 +5	+0.1%	+$750	0.31%	63
2026 Q1	$834K	Sell	5,458 -40	-0.7%	-$6.13K	0.34%	62
2025 Q4	$758K	Buy	5,498 +474	+9%	+$62.1K	0.3%	64
2025 Q3	$644K	Buy	5,024 +2	+0%	+$244	0.26%	71
2025 Q2	$608K	Buy	5,022 +583	+13%	+$65.7K	0.27%	70
2025 Q1	$495K	Buy	+4,439	New	+$473K	0.23%	80
2021 Q1	–	Sell	-77	Closed	-$8K	–	581
2020 Q4	$8K	Buy	+77	New	+$6.73K	0.01%	573

Other funds holding NVS

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

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

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 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

Altus Wealth Group's NVS Position: Q3 2026 in Review

Altus Wealth Group reduced its Novartis (NVS) stake by 0.9% in Q3 2026, selling an estimated $7.43K and leaving 5,414 shares worth $772K. The position accounts for 0.29% of the portfolio, ranked #57.

Altus Wealth Group first reported a position in NVS in Q4 2020 and has held it in 8 quarters since. The position peaked at $856K in Q2 2026. 561 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

Altus Wealth Group held 5,414 shares of Novartis worth $772K as of Q3 2026.
Altus Wealth Group sold 49 Novartis shares in Q3 2026, an estimated $7.43K.
Novartis made up 0.29% of Altus Wealth Group's portfolio in Q3 2026, its #57 holding.
Altus Wealth Group first reported a position in Novartis in Q4 2020 and has held it in 8 quarters since.
Altus Wealth Group's Novartis position peaked at $856K in Q2 2026.
561 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.