Cheviot Value Management’s Novartis NVS Stock Holding History

Cheviot Value 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	$4.42K	Buy	+31	New	+$4.7K	﹤0.01%	376

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Cheviot Value Management's NVS Position: Q3 2026 in Review

Cheviot Value Management opened a new position in Novartis (NVS) in Q3 2026: 31 shares worth $4.42K. The stake represents ﹤0.01% of the portfolio and ranks #376 among its holdings.

1,075 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

Cheviot Value Management held 31 shares of Novartis worth $4.42K as of Q3 2026.
Novartis was a new Cheviot Value Management position in Q3 2026.
Novartis made up ﹤0.01% of Cheviot Value Management's portfolio in Q3 2026, its #376 holding.
1,075 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Cheviot Value Management's 13F filing for Q3 2026, filed 9 Nov 2026.