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Dickmeyer Boyce Financial Management’s Novartis NVS Stock Holding History

Dickmeyer Boyce Financial Management’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 		$821K Hold
5,762
– – 0.42% 62
2026
Q2 		$903K Sell
5,762
-245
-4% -$36.7K 0.47% 58
2026
Q1 		$918K Buy
+6,007
New +$921K 0.54% 52

Other funds holding NVS

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Dickmeyer Boyce Financial Management's NVS Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management held its Novartis (NVS) position steady in Q3 2026 at 5,762 shares worth $821K. The position accounts for 0.42% of the portfolio, ranked #62.

Dickmeyer Boyce Financial Management first reported a position in NVS in Q1 2026 and has held it in 3 quarters since. The position peaked at $918K in Q1 2026. 57 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 5,762 shares of Novartis worth $821K as of Q3 2026.
  • Dickmeyer Boyce Financial Management left its Novartis share count unchanged in Q3 2026.
  • Novartis made up 0.42% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #62 holding.
  • Dickmeyer Boyce Financial Management first reported a position in Novartis in Q1 2026 and has held it in 3 quarters since.
  • Dickmeyer Boyce Financial Management's Novartis position peaked at $918K in Q1 2026.
  • 57 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.