CX Institutional
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CX Institutional’s Novartis NVS Stock Holding History

CX Institutional’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 		$111K Sell
778
-66
-8% -$10K ﹤0.01% 856
2026
Q2 		$132K Sell
844
-3,359
-80% -$504K ﹤0.01% 815
2026
Q1 		$642K Sell
4,203
-609
-13% -$93.4K 0.02% 409
2025
Q4 		$663K Sell
4,812
-5,484
-53% -$718K 0.02% 354
2025
Q3 		$1.32M Sell
10,296
-69
-0.7% -$8.42K 0.04% 258
2025
Q2 		$1.25M Hold
10,365
– – 0.04% 239
2025
Q1 		$1.16M Sell
10,365
-174
-2% -$18.5K 0.04% 252
2024
Q4 		$1.03M Sell
10,539
-140
-1% -$14.9K 0.04% 254
2024
Q3 		$1.23M Buy
10,679
+401
+4% +$45.5K 0.05% 255
2024
Q2 		$1.09M Buy
10,278
+76
+0.7% +$7.63K 0.05% 272
2024
Q1 		$987K Sell
10,202
-53
-0.5% -$5.43K 0.05% 285
2023
Q4 		$1.04M Hold
10,255
– – 0.06% 252
2023
Q3 		$1.04M Hold
10,255
– – 0.06% 243
2023
Q2 		$1.03M Sell
10,255
-93
-0.9% -$9.3K 0.05% 270
2023
Q1 		$957K Buy
10,348
+146
+1% +$12.8K 0.05% 278
2022
Q4 		$926K Hold
10,202
– – 0.06% 287
2022
Q3 		$775K Hold
10,202
– – 0.05% 295
2022
Q2 		$862K Hold
10,202
– – 0.07% 253
2022
Q1 		$895K Buy
10,202
+1,375
+16% +$119K 0.07% 228
2021
Q4 		$772K Sell
8,827
-1,375
-13% -$114K 0.06% 222
2021
Q3 		$834K Hold
10,202
– – 0.07% 221
2021
Q2 		$931K Hold
10,202
– – 0.08% 205
2021
Q1 		$872K Hold
10,202
– – 0.08% 205
2020
Q4 		$963K Sell
10,202
-13
-0.1% -$1.14K 0.09% 190
2020
Q3 		$888K Sell
10,215
-31
-0.3% -$2.69K 0.1% 176
2020
Q2 		$895K Buy
10,246
+166
+2% +$14.3K 0.12% 153
2020
Q1 		$831K Hold
10,080
– – 0.14% 143
2019
Q4 		$954K Sell
10,080
-16
-0.2% -$1.44K 0.17% 115
2019
Q3 		$877K Sell
10,096
-29
-0.3% -$2.6K 0.14% 139
2019
Q2 		$925K Sell
10,125
-1,474
-13% -$125K 0.15% 133
2019
Q1 		$999K Buy
11,599
+364
+3% +$29.2K 0.18% 129
2018
Q4 		$864K Buy
+11,235
New +$875K 0.18% 96

Other funds holding NVS

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 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
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Matthew Goff Investment Advisor
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
Eldred Rock Partners
Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

CX Institutional's NVS Position: Q3 2026 in Review

CX Institutional reduced its Novartis (NVS) stake by 7.8% in Q3 2026, selling an estimated $10K and leaving 778 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #856.

CX Institutional first reported a position in NVS in Q4 2018 and has held it in 32 quarters since. The position peaked at $1.32M in Q3 2025. 447 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • CX Institutional held 778 shares of Novartis worth $111K as of Q3 2026.
  • CX Institutional sold 66 Novartis shares in Q3 2026, an estimated $10K.
  • Novartis made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #856 holding.
  • CX Institutional first reported a position in Novartis in Q4 2018 and has held it in 32 quarters since.
  • CX Institutional's Novartis position peaked at $1.32M in Q3 2025.
  • 447 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.