Cornerstone Advisory’s Novartis NVS Stock Holding History

Cornerstone Advisory’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	$284K	Buy	1,991 +17	+0.9%	+$2.58K	0.02%	231
2026 Q2	$309K	Sell	1,974 -56	-3%	-$8.4K	0.03%	218
2026 Q1	$310K	Buy	2,030 +5	+0.2%	+$766	0.03%	210
2025 Q4	$279K	Hold	2,025	–	–	0.03%	211
2025 Q3	$260K	Buy	2,025 +12	+0.6%	+$1.46K	0.03%	210
2025 Q2	$244K	Sell	2,013 -5	-0.2%	-$564	0.03%	212
2025 Q1	$223K	Buy	+2,018	New	+$215K	0.03%	212
2022 Q1	–	Sell	-1,000	Closed	-$88K	–	592
2021 Q4	$88K	Buy	+1,000	New	+$83K	0.01%	345

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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

TCTC Holdings Dallas, Texas $4.25B AUM 42% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Cornerstone Advisory's NVS Position: Q3 2026 in Review

Cornerstone Advisory increased its Novartis (NVS) stake by 0.86% in Q3 2026, buying an estimated $2.58K and bringing the position to 1,991 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #231.

Cornerstone Advisory first reported a position in NVS in Q4 2021 and has held it in 8 quarters since. The position peaked at $310K in Q1 2026. 948 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

Cornerstone Advisory held 1,991 shares of Novartis worth $284K as of Q3 2026.
Cornerstone Advisory bought 17 Novartis shares in Q3 2026, an estimated $2.58K.
Novartis made up 0.02% of Cornerstone Advisory's portfolio in Q3 2026, its #231 holding.
Cornerstone Advisory first reported a position in Novartis in Q4 2021 and has held it in 8 quarters since.
Cornerstone Advisory's Novartis position peaked at $310K in Q1 2026.
948 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.