Atwater Malick’s Novartis NVS Stock Holding History

Atwater Malick’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	–	Sell	-1,278	Closed	-$200K	–	136
2026 Q2	$200K	Buy	+1,278	New	+$192K	0.04%	121
2019 Q4	–	Sell	-900	Closed	-$78K	–	149
2019 Q3	$78K	Buy	+900	New	+$80.8K	0.07%	57

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

Atwater Malick's NVS Position: Q3 2026 in Review

Atwater Malick sold out of Novartis (NVS) in Q3 2026, closing a stake of 1,278 shares — an estimated $200K sold.

Atwater Malick first reported a position in NVS in Q3 2019 and held it in 2 quarters. The position peaked at $200K in Q2 2026. 935 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

Atwater Malick reported no remaining Novartis position as of Q3 2026 after selling out during the quarter.
Atwater Malick sold 1,278 Novartis shares in Q3 2026, an estimated $200K.
Atwater Malick first reported a position in Novartis in Q3 2019 and held it in 2 quarters.
Atwater Malick's Novartis position peaked at $200K in Q2 2026.
935 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Atwater Malick's 13F filing for Q3 2026, filed 15 Oct 2026.