Ashton Thomas Securities’s Novartis NVS Stock Holding History

Ashton Thomas Securities’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	$1.21M	Buy	+8,515	New	+$1.29M	0.13%	152
2026 Q2	–	Sell	-22,962	Closed	-$3.51M	–	474
2026 Q1	$3.51M	Buy	+22,962	New	+$3.52M	0.44%	52
2025 Q4	–	Sell	-34,439	Closed	-$4.42M	–	393
2025 Q3	$4.42M	Buy	+34,439	New	+$4.2M	0.62%	40
2024 Q4	–	Sell	-29,001	Closed	-$3.34M	–	921
2024 Q3	$3.34M	Buy	29,001 +2,297	+9%	+$261K	0.65%	35
2024 Q2	$2.89M	Buy	+26,704	New	+$2.68M	0.7%	34

Other funds holding NVS

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

TCTC Holdings Dallas, Texas $4.25B AUM 42% 1-Year Est. Return

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

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Ashton Thomas Securities's NVS Position: Q3 2026 in Review

Ashton Thomas Securities opened a new position in Novartis (NVS) in Q3 2026: 8,515 shares worth $1.21M. The stake represents 0.13% of the portfolio and ranks #152 among its holdings. This is a return to the name: Ashton Thomas Securities previously reported a position in NVS as recently as Q1 2026.

Ashton Thomas Securities first reported a position in NVS in Q2 2024 and has held it in 5 quarters since. The position peaked at $4.42M in Q3 2025. 950 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

Ashton Thomas Securities held 8,515 shares of Novartis worth $1.21M as of Q3 2026.
Novartis was a new Ashton Thomas Securities position in Q3 2026.
Novartis made up 0.13% of Ashton Thomas Securities's portfolio in Q3 2026, its #152 holding.
Ashton Thomas Securities first reported a position in Novartis in Q2 2024 and has held it in 5 quarters since.
Ashton Thomas Securities's Novartis position peaked at $4.42M in Q3 2025.
950 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Ashton Thomas Securities's 13F filing for Q3 2026, filed 26 Oct 2026.