AWE
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Avidian Wealth Enterprises’s Novartis NVS Stock Holding History

Avidian Wealth Enterprises’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 		$1.3M Buy
9,152
+453
+5% +$68.7K 0.04% 280
2026
Q2 		$1.36M Sell
8,699
-444
-5% -$66.6K 0.04% 266
2026
Q1 		$1.4M Buy
9,143
+1,331
+17% +$204K 0.04% 246
2025
Q4 		$1.08M Sell
7,812
-115
-1% -$15.1K 0.04% 217
2025
Q3 		$1.02M Buy
7,927
+178
+2% +$21.7K 0.04% 220
2025
Q2 		$938K Buy
7,749
+90
+1% +$10.1K 0.04% 208
2025
Q1 		$854K Buy
7,659
+200
+3% +$21.3K 0.04% 218
2024
Q4 		$726K Sell
7,459
-454
-6% -$48.4K 0.03% 237
2024
Q3 		$910K Buy
7,913
+102
+1% +$11.6K 0.04% 204
2024
Q2 		$832K Buy
7,811
+497
+7% +$49.9K 0.03% 208
2024
Q1 		$707K Sell
7,314
-685
-9% -$70.2K 0.03% 207
2023
Q4 		$808K Sell
7,999
-33
-0.4% -$3.19K 0.05% 189
2023
Q3 		$818K Sell
8,032
-506
-6% -$51.4K 0.06% 188
2023
Q2 		$862K Buy
8,538
+359
+4% +$35.9K 0.06% 198
2023
Q1 		$752K Buy
8,179
+307
+4% +$26.8K 0.04% 236
2022
Q4 		$714K Hold
7,872
– – 0.05% 221
2022
Q3 		$598K Buy
7,872
+113
+1% +$9.37K 0.04% 208
2022
Q2 		$656K Buy
7,759
+57
+0.7% +$5K 0.05% 224
2022
Q1 		$676K Sell
7,702
-1,828
-19% -$158K 0.04% 247
2021
Q4 		$834K Buy
9,530
+4,456
+88% +$370K 0.05% 216
2021
Q3 		$415K Buy
5,074
+47
+0.9% +$4.23K 0.03% 242
2021
Q2 		$459K Sell
5,027
-129
-3% -$11.5K 0.04% 236
2021
Q1 		$441K Sell
5,156
-510
-9% -$45.8K 0.04% 231
2020
Q4 		$535K Buy
5,666
+120
+2% +$10.5K 0.05% 173
2020
Q3 		$482K Buy
5,546
+855
+18% +$74.1K 0.05% 162
2020
Q2 		$410K Buy
4,691
+409
+10% +$35.3K 0.06% 151
2020
Q1 		$353K Sell
4,282
-515
-11% -$45.9K 0.06% 131
2019
Q4 		$454K Buy
4,797
+508
+12% +$45.6K 0.06% 124
2019
Q3 		$373K Buy
4,289
+199
+5% +$17.9K 0.06% 124
2019
Q2 		$373K Buy
4,090
+1,086
+36% +$91.9K 0.09% 82
2019
Q1 		$259K Buy
+3,004
New +$241K 0.06% 104

Other funds holding NVS

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Avidian Wealth Enterprises's NVS Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Novartis (NVS) stake by 5.2% in Q3 2026, buying an estimated $68.7K and bringing the position to 9,152 shares worth $1.3M. The position accounts for 0.04% of the portfolio, ranked #280.

Avidian Wealth Enterprises first reported a position in NVS in Q1 2019 and has held it in 31 quarters since. The position peaked at $1.4M in Q1 2026. 83 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Avidian Wealth Enterprises held 9,152 shares of Novartis worth $1.3M as of Q3 2026.
  • Avidian Wealth Enterprises bought 453 Novartis shares in Q3 2026, an estimated $68.7K.
  • Novartis made up 0.04% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #280 holding.
  • Avidian Wealth Enterprises first reported a position in Novartis in Q1 2019 and has held it in 31 quarters since.
  • Avidian Wealth Enterprises's Novartis position peaked at $1.4M in Q1 2026.
  • 83 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.