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Diversified Management’s Novartis NVS Stock Holding History

Diversified 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 		$258K Buy
+1,810
New +$275K 0.05% 218
2026
Q2 		– Sell
-1,713
Closed -$262K – 239
2026
Q1 		$262K Buy
+1,713
New +$263K 0.04% 237

Other funds holding NVS

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 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

Diversified Management's NVS Position: Q3 2026 in Review

Diversified Management opened a new position in Novartis (NVS) in Q3 2026: 1,810 shares worth $258K. The stake represents 0.05% of the portfolio and ranks #218 among its holdings. This is a return to the name: Diversified Management previously reported a position in NVS as recently as Q1 2026.

Diversified Management first reported a position in NVS in Q1 2026 and has held it in 2 quarters since. The position peaked at $262K in Q1 2026. 83 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Diversified Management held 1,810 shares of Novartis worth $258K as of Q3 2026.
  • Novartis was a new Diversified Management position in Q3 2026.
  • Novartis made up 0.05% of Diversified Management's portfolio in Q3 2026, its #218 holding.
  • Diversified Management first reported a position in Novartis in Q1 2026 and has held it in 2 quarters since.
  • Diversified Management's Novartis position peaked at $262K in Q1 2026.
  • 83 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

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