DecisionPoint Financial
NVS icon

DecisionPoint Financial’s Novartis NVS Stock Holding History

DecisionPoint Financial’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 		$3.53K Hold
25
– – ﹤0.01% 323
2026
Q2 		$3.85K Hold
25
– – ﹤0.01% 259
2026
Q1 		$3.82K Hold
25
– – ﹤0.01% 239
2025
Q4 		$3.45K Hold
25
– – ﹤0.01% 290
2025
Q3 		$3.29K Buy
+25
New +$3.05K ﹤0.01% 199

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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
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

DecisionPoint Financial's NVS Position: Q3 2026 in Review

DecisionPoint Financial held its Novartis (NVS) position steady in Q3 2026 at 25 shares worth $3.53K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

DecisionPoint Financial first reported a position in NVS in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.85K in Q2 2026. 587 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • DecisionPoint Financial held 25 shares of Novartis worth $3.53K as of Q3 2026.
  • DecisionPoint Financial left its Novartis share count unchanged in Q3 2026.
  • Novartis made up ﹤0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #323 holding.
  • DecisionPoint Financial first reported a position in Novartis in Q3 2025 and has held it in 5 quarters since.
  • DecisionPoint Financial's Novartis position peaked at $3.85K in Q2 2026.
  • 587 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.