BCS Wealth Management
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BCS Wealth Management’s Novartis NVS Stock Holding History

BCS 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 		$223K Buy
1,563
+30
+2% +$4.55K 0.04% 255
2026
Q2 		$240K Hold
1,533
– – 0.04% 251
2026
Q1 		$234K Sell
1,533
-1,533
-50% -$235K 0.05% 236
2025
Q4 		$423K Buy
+3,066
New +$402K 0.04% 243

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

BCS Wealth Management's NVS Position: Q3 2026 in Review

BCS Wealth Management increased its Novartis (NVS) stake by 2% in Q3 2026, buying an estimated $4.55K and bringing the position to 1,563 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #255.

BCS Wealth Management first reported a position in NVS in Q4 2025 and has held it in 4 quarters since. The position peaked at $423K in Q4 2025. 1,075 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • BCS Wealth Management held 1,563 shares of Novartis worth $223K as of Q3 2026.
  • BCS Wealth Management bought 30 Novartis shares in Q3 2026, an estimated $4.55K.
  • Novartis made up 0.04% of BCS Wealth Management's portfolio in Q3 2026, its #255 holding.
  • BCS Wealth Management first reported a position in Novartis in Q4 2025 and has held it in 4 quarters since.
  • BCS Wealth Management's Novartis position peaked at $423K in Q4 2025.
  • 1,075 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on BCS Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.