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Baker Tilly Wealth Management’s Novartis NVS Stock Holding History

Baker Tilly Wealth Management’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 		$689K Buy
4,836
+739
+18% +$112K 0.14% 132
2026
Q2 		$642K Sell
4,097
-130
-3% -$19.5K 0.14% 144
2026
Q1 		$646K Buy
4,227
+146
+4% +$22.4K 0.16% 129
2025
Q4 		$563K Sell
4,081
-38
-0.9% -$4.98K 0.14% 146
2025
Q3 		$528K Sell
4,119
-47
-1% -$5.74K 0.12% 143
2025
Q2 		$504K Sell
4,166
-153
-4% -$17.2K 0.18% 120
2025
Q1 		$481K Buy
4,319
+535
+14% +$57K 0.19% 122
2024
Q4 		$368K Sell
3,784
-77
-2% -$8.21K 0.14% 159
2024
Q3 		$444K Buy
3,861
+225
+6% +$25.5K 0.2% 125
2024
Q2 		$387K Sell
3,636
-1,772
-33% -$178K 0.16% 158
2024
Q1 		$523K Sell
5,408
-81
-1% -$8.3K 0.09% 242
2023
Q4 		$554K Sell
5,489
-1,155
-17% -$111K 0.09% 258
2023
Q3 		$677K Sell
6,644
-12,732
-66% -$1.29M 0.11% 187
2023
Q2 		$1.96M Buy
19,376
+1,298
+7% +$130K 0.21% 103
2023
Q1 		$1.66M Sell
18,078
-10,918
-38% -$954K 0.19% 116
2022
Q4 		$2.63M Buy
28,996
+3,063
+12% +$258K 0.32% 74
2022
Q3 		$1.97M Sell
25,933
-1,979
-7% -$164K 0.27% 82
2022
Q2 		$2.36M Buy
27,912
+2,763
+11% +$242K 0.31% 73
2022
Q1 		$2.21M Buy
25,149
+3,888
+18% +$337K 0.24% 85
2021
Q4 		$1.86M Sell
21,261
-1,222
-5% -$101K 0.2% 99
2021
Q3 		$1.84M Buy
22,483
+3,569
+19% +$321K 0.24% 80
2021
Q2 		$1.73M Buy
18,914
+940
+5% +$83.7K 0.28% 80
2021
Q1 		$1.54M Buy
17,974
+10,966
+156% +$984K 0.31% 78
2020
Q4 		$662K Buy
+7,008
New +$612K 0.2% 116

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

Baker Tilly Wealth Management's NVS Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its Novartis (NVS) stake by 18% in Q3 2026, buying an estimated $112K and bringing the position to 4,836 shares worth $689K. The position accounts for 0.14% of the portfolio, ranked #132.

Baker Tilly Wealth Management first reported a position in NVS in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.63M in Q4 2022. 83 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Baker Tilly Wealth Management held 4,836 shares of Novartis worth $689K as of Q3 2026.
  • Baker Tilly Wealth Management bought 739 Novartis shares in Q3 2026, an estimated $112K.
  • Novartis made up 0.14% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #132 holding.
  • Baker Tilly Wealth Management first reported a position in Novartis in Q4 2020 and has held it in 24 quarters since.
  • Baker Tilly Wealth Management's Novartis position peaked at $2.63M in Q4 2022.
  • 83 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.