Claro Advisors
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Claro Advisors’s Novartis NVS Stock Holding History

Claro Advisors’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 		$508K Buy
3,562
+1,196
+51% +$181K 0.05% 290
2026
Q2 		$371K Buy
2,366
+75
+3% +$11.2K 0.04% 342
2026
Q1 		$350K Buy
2,291
+196
+9% +$30K 0.04% 332
2025
Q4 		$289K Sell
2,095
-41
-2% -$5.37K 0.04% 332
2025
Q3 		$274K Sell
2,136
-74
-3% -$9.03K 0.04% 333
2025
Q2 		$267K Buy
2,210
+91
+4% +$10.3K 0.04% 317
2025
Q1 		$236K Sell
2,119
-1,835
-46% -$195K 0.03% 442
2024
Q4 		$385K Sell
3,954
-684
-15% -$72.9K 0.05% 296
2024
Q3 		$533K Buy
+4,638
New +$526K 0.07% 258
2022
Q4 		– Sell
-4,695
Closed -$397K – 344
2022
Q3 		$397K Hold
4,695
– – 0.16% 154
2022
Q2 		$397K Buy
4,695
+1,828
+64% +$160K 0.16% 154
2022
Q1 		$251K Hold
2,867
– – 0.09% 225
2021
Q4 		$251K Sell
2,867
-77
-3% -$6.39K 0.09% 225
2021
Q3 		$241K Buy
2,944
+243
+9% +$21.9K 0.1% 211
2021
Q2 		$246K Sell
2,701
-1
-0% -$89 0.11% 195
2021
Q1 		$231K Buy
2,702
+190
+8% +$17K 0.12% 186
2020
Q4 		$237K Sell
2,512
-668
-21% -$58.4K 0.13% 181
2020
Q3 		$277K Buy
3,180
+107
+3% +$9.27K 0.18% 147
2020
Q2 		$268K Buy
3,073
+301
+11% +$26K 0.18% 141
2020
Q1 		$229K Buy
2,772
+289
+12% +$25.8K 0.21% 137
2019
Q4 		$235K Buy
2,483
+44
+2% +$3.95K 0.18% 141
2019
Q3 		$212K Buy
2,439
+65
+3% +$5.84K 0.19% 150
2019
Q2 		$217K Sell
2,374
-366
-13% -$31K 0.2% 144
2019
Q1 		$236K Buy
2,740
+1,127
+70% +$90.5K 0.23% 127
2018
Q4 		$125K Buy
+1,613
New +$126K 0.1% 187

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
TCTC Holdings
TCTC Holdings Dallas, Texas $4.25B AUM 42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Claro Advisors's NVS Position: Q3 2026 in Review

Claro Advisors increased its Novartis (NVS) stake by 51% in Q3 2026, buying an estimated $181K and bringing the position to 3,562 shares worth $508K. The position accounts for 0.05% of the portfolio, ranked #290.

Claro Advisors first reported a position in NVS in Q4 2018 and has held it in 25 quarters since. The position peaked at $533K in Q3 2024. 995 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Claro Advisors held 3,562 shares of Novartis worth $508K as of Q3 2026.
  • Claro Advisors bought 1,196 Novartis shares in Q3 2026, an estimated $181K.
  • Novartis made up 0.05% of Claro Advisors's portfolio in Q3 2026, its #290 holding.
  • Claro Advisors first reported a position in Novartis in Q4 2018 and has held it in 25 quarters since.
  • Claro Advisors's Novartis position peaked at $533K in Q3 2024.
  • 995 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.