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Byrne Asset Management’s Novartis NVS Stock Holding History

Byrne Asset 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 		$236K Buy
+1,675
New +$254K 0.13% 125
2024
Q1 		– Sell
-20
Closed -$1.99K – 565
2023
Q4 		$1.99K Buy
+20
New +$1.93K ﹤0.01% 499

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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
MCM
Mengis Capital Management Portland, Oregon $673M AUM 34.75% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $717M AUM 30.06% 1-Year Est. Return

Byrne Asset Management's NVS Position: Q3 2026 in Review

Byrne Asset Management opened a new position in Novartis (NVS) in Q3 2026: 1,675 shares worth $236K. The stake represents 0.13% of the portfolio and ranks #125 among its holdings. This is a return to the name: Byrne Asset Management previously reported a position in NVS as recently as Q4 2023.

Byrne Asset Management first reported a position in NVS in Q4 2023 and has held it in 2 quarters since. 220 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Byrne Asset Management held 1,675 shares of Novartis worth $236K as of Q3 2026.
  • Novartis was a new Byrne Asset Management position in Q3 2026.
  • Novartis made up 0.13% of Byrne Asset Management's portfolio in Q3 2026, its #125 holding.
  • Byrne Asset Management first reported a position in Novartis in Q4 2023 and has held it in 2 quarters since.
  • 220 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.