CV Advisors’s Novartis NVS Stock Holding History

CV 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	$542K	Hold	3,800	–	–	0.09%	76
2026 Q2	$596K	Buy	+3,800	New	+$570K	0.11%	79

Other funds holding NVS

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

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CV Advisors's NVS Position: Q3 2026 in Review

CV Advisors held its Novartis (NVS) position steady in Q3 2026 at 3,800 shares worth $542K. The position accounts for 0.09% of the portfolio, ranked #76.

CV Advisors first reported a position in NVS in Q2 2026 and has held it in 2 quarters since. The position peaked at $596K in Q2 2026. 597 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

CV Advisors held 3,800 shares of Novartis worth $542K as of Q3 2026.
CV Advisors left its Novartis share count unchanged in Q3 2026.
Novartis made up 0.09% of CV Advisors's portfolio in Q3 2026, its #76 holding.
CV Advisors first reported a position in Novartis in Q2 2026 and has held it in 2 quarters since.
CV Advisors's Novartis position peaked at $596K in Q2 2026.
597 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on CV Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.