Apricus Wealth
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Apricus Wealth’s Novartis NVS Stock Holding History

Apricus Wealth’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 		$3.7M Buy
25,943
+1,105
+4% +$168K 1.67% 24
2026
Q2 		$3.89M Buy
24,838
+415
+2% +$62.2K 1.86% 17
2026
Q1 		$3.73M Sell
24,423
-250
-1% -$38.3K 1.82% 23
2025
Q4 		$3.4M Buy
24,673
+940
+4% +$123K 1.74% 24
2025
Q3 		$3.04M Sell
23,733
-35
-0.1% -$4.27K 1.64% 28
2025
Q2 		$2.88M Buy
23,768
+460
+2% +$51.8K 1.67% 27
2025
Q1 		$2.6M Buy
23,308
+1,495
+7% +$159K 1.55% 30
2024
Q4 		$2.12M Buy
21,813
+600
+3% +$64K 1.38% 36
2024
Q3 		$2.44M Sell
21,213
-8,703
-29% -$988K 1.61% 29
2024
Q2 		$3.18M Sell
29,916
-1,105
-4% -$111K 2.27% 11
2024
Q1 		$3M Buy
31,021
+231
+0.8% +$23.7K 2.11% 16
2023
Q4 		$3.11M Buy
30,790
+531
+2% +$51.3K 2.37% 13
2023
Q3 		$2.94M Buy
30,259
+763
+3% +$77.4K 2.57% 12
2023
Q2 		$2.92M Sell
29,496
-45
-0.2% -$4.5K 2.57% 11
2023
Q1 		$2.72M Buy
29,541
+560
+2% +$48.9K 2.48% 12
2022
Q4 		$2.63M Buy
28,981
+1,450
+5% +$122K 2.39% 12
2022
Q3 		$2.09M Buy
27,531
+600
+2% +$49.7K 2.08% 16
2022
Q2 		$2.28M Buy
26,931
+1,770
+7% +$155K 2.08% 21
2022
Q1 		$2.3M Buy
25,161
+1,755
+7% +$152K 1.87% 21
2021
Q4 		$2.05M Buy
+23,406
New +$1.94M 1.83% 22

Other funds holding NVS

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Grandfield & Dodd
Grandfield & Dodd New York $1.87B AUM 27.26% 1-Year Est. Return

Apricus Wealth's NVS Position: Q3 2026 in Review

Apricus Wealth increased its Novartis (NVS) stake by 4.4% in Q3 2026, buying an estimated $168K and bringing the position to 25,943 shares worth $3.7M. The position accounts for 1.67% of the portfolio, ranked #24.

Apricus Wealth first reported a position in NVS in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.89M in Q2 2026. 674 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Apricus Wealth held 25,943 shares of Novartis worth $3.7M as of Q3 2026.
  • Apricus Wealth bought 1,105 Novartis shares in Q3 2026, an estimated $168K.
  • Novartis made up 1.67% of Apricus Wealth's portfolio in Q3 2026, its #24 holding.
  • Apricus Wealth first reported a position in Novartis in Q4 2021 and has held it in 20 quarters since.
  • Apricus Wealth's Novartis position peaked at $3.89M in Q2 2026.
  • 674 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Apricus Wealth's 13F filing for Q3 2026, filed 26 Oct 2026.