Clean Yield Group
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Clean Yield Group’s Novartis NVS Stock Holding History

Clean Yield Group’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 		$128K Buy
+900
New +$137K 0.03% 180
2025
Q4 		– Sell
-57
Closed -$7.31K – 420
2025
Q3 		$7.31K Sell
57
-63
-53% -$7.69K ﹤0.01% 337
2025
Q2 		$14.5K Hold
120
– – ﹤0.01% 284
2025
Q1 		$13.4K Sell
120
-254
-68% -$27K ﹤0.01% 301
2024
Q4 		$36.4K Hold
374
– – 0.01% 257
2024
Q3 		$43K Buy
+374
New +$42.4K 0.01% 240
2020
Q4 		– Sell
-26
Closed -$2K – 434
2020
Q3 		$2K Buy
+26
New +$2.25K ﹤0.01% 357
2020
Q1 		– Sell
-11
Closed -$1K – 404
2019
Q4 		$1K Sell
11
-233
-95% -$20.9K ﹤0.01% 345
2019
Q3 		$21K Buy
244
+85
+53% +$7.63K 0.01% 261
2019
Q2 		$15K Buy
+159
New +$13.5K 0.01% 281
2017
Q2 		– Sell
-279
Closed -$19K – 224
2017
Q1 		$19K Buy
+279
New +$18.6K 0.01% 255
2016
Q4 		– Sell
-290
Closed -$21K – 229
2016
Q3 		$21K Buy
290
+67
+30% +$4.88K 0.01% 251
2016
Q2 		$17K Hold
223
– – 0.01% 240
2016
Q1 		$15K Buy
+223
New +$15.2K 0.01% 241
2015
Q2 		– Sell
-433
Closed -$38K – 234
2015
Q1 		$38K Buy
+433
New +$38.4K 0.02% 194

Other funds holding NVS

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Grandfield & Dodd
Grandfield & Dodd New York $1.87B AUM 27.26% 1-Year Est. Return

Clean Yield Group's NVS Position: Q3 2026 in Review

Clean Yield Group opened a new position in Novartis (NVS) in Q3 2026: 900 shares worth $128K. The stake represents 0.03% of the portfolio and ranks #180 among its holdings. This is a return to the name: Clean Yield Group previously reported a position in NVS as recently as Q3 2025.

Clean Yield Group first reported a position in NVS in Q1 2015 and has held it in 15 quarters since. 674 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Clean Yield Group held 900 shares of Novartis worth $128K as of Q3 2026.
  • Novartis was a new Clean Yield Group position in Q3 2026.
  • Novartis made up 0.03% of Clean Yield Group's portfolio in Q3 2026, its #180 holding.
  • Clean Yield Group first reported a position in Novartis in Q1 2015 and has held it in 15 quarters since.
  • 674 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.