Diversified Enterprises
NVS icon

Diversified Enterprises’s Novartis NVS Stock Holding History

Diversified Enterprises’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 		$397K Buy
2,788
+407
+17% +$61.7K 0.02% 305
2026
Q2 		$373K Buy
2,381
+5
+0.2% +$750 0.02% 291
2026
Q1 		$363K Buy
2,376
+138
+6% +$21.2K 0.02% 287
2025
Q4 		$309K Buy
+2,238
New +$293K 0.02% 291

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Oppenheimer Asset Management
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Ferguson Wellman Capital Management
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Godsey & Gibb Inc
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D.A. Davidson & Co
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Grandfield & Dodd
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Diversified Enterprises's NVS Position: Q3 2026 in Review

Diversified Enterprises increased its Novartis (NVS) stake by 17% in Q3 2026, buying an estimated $61.7K and bringing the position to 2,788 shares worth $397K. The position accounts for 0.02% of the portfolio, ranked #305.

Diversified Enterprises first reported a position in NVS in Q4 2025 and has held it in 4 quarters since. 674 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Diversified Enterprises held 2,788 shares of Novartis worth $397K as of Q3 2026.
  • Diversified Enterprises bought 407 Novartis shares in Q3 2026, an estimated $61.7K.
  • Novartis made up 0.02% of Diversified Enterprises's portfolio in Q3 2026, its #305 holding.
  • Diversified Enterprises first reported a position in Novartis in Q4 2025 and has held it in 4 quarters since.
  • 674 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.