Cypress Wealth Services
NVS icon

Cypress Wealth Services’s Novartis NVS Stock Holding History

Cypress Wealth Services’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 		$239K Sell
1,695
-253
-13% -$38.4K 0.03% 382
2026
Q2 		$305K Sell
1,948
-151
-7% -$22.6K 0.04% 336
2026
Q1 		$321K Sell
2,099
-507
-19% -$77.7K 0.05% 291
2025
Q4 		$359K Buy
2,606
+480
+23% +$62.9K 0.05% 260
2025
Q3 		$273K Buy
2,126
+4
+0.2% +$488 0.04% 271
2025
Q2 		$257K Buy
2,122
+138
+7% +$15.6K 0.05% 263
2025
Q1 		$221K Buy
+1,984
New +$211K 0.04% 258
2024
Q4 		– Sell
-1,850
Closed -$213K – 296
2024
Q3 		$213K Buy
+1,850
New +$210K 0.04% 257
2024
Q2 		– Sell
-2,084
Closed -$202K – 271
2024
Q1 		$202K Buy
+2,084
New +$214K 0.05% 248
2021
Q2 		– Sell
-2,456
Closed -$210K – 300
2021
Q1 		$210K Buy
2,456
+93
+4% +$8.35K 0.04% 274
2020
Q4 		$223K Buy
+2,363
New +$206K 0.05% 259

Other funds holding NVS

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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 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

Cypress Wealth Services's NVS Position: Q3 2026 in Review

Cypress Wealth Services reduced its Novartis (NVS) stake by 13% in Q3 2026, selling an estimated $38.4K and leaving 1,695 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #382.

Cypress Wealth Services first reported a position in NVS in Q4 2020 and has held it in 11 quarters since. The position peaked at $359K in Q4 2025. 839 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Cypress Wealth Services held 1,695 shares of Novartis worth $239K as of Q3 2026.
  • Cypress Wealth Services sold 253 Novartis shares in Q3 2026, an estimated $38.4K.
  • Novartis made up 0.03% of Cypress Wealth Services's portfolio in Q3 2026, its #382 holding.
  • Cypress Wealth Services first reported a position in Novartis in Q4 2020 and has held it in 11 quarters since.
  • Cypress Wealth Services's Novartis position peaked at $359K in Q4 2025.
  • 839 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.