Elevation Wealth Partners’s Novartis NVS Stock Holding History

Elevation Wealth Partners’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	$22.8K	Buy	160 +40	+33%	+$6.07K	0.01%	638
2026 Q2	$18.8K	Buy	+120	New	+$18K	0.01%	613
2026 Q1	–	Sell	-350	Closed	-$48.3K	–	1119
2025 Q4	$48.3K	Hold	350	–	–	0.02%	245
2025 Q3	$44.9K	Hold	350	–	–	0.02%	254
2025 Q2	$42.4K	Hold	350	–	–	0.02%	251
2025 Q1	$39K	Hold	350	–	–	0.02%	258
2024 Q4	$34.1K	Hold	350	–	–	0.01%	269
2024 Q3	$40.3K	Hold	350	–	–	0.02%	240
2024 Q2	$37.3K	Hold	350	–	–	0.02%	238
2024 Q1	$33.9K	Hold	350	–	–	0.02%	256
2023 Q4	$35.7K	Hold	350	–	–	0.02%	231
2023 Q3	$35.7K	Hold	350	–	–	0.03%	170
2023 Q2	$35.3K	Hold	350	–	–	0.03%	181
2023 Q1	$32.2K	Buy	+350	New	+$30.6K	0.03%	191

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

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

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

Elevation Wealth Partners's NVS Position: Q3 2026 in Review

Elevation Wealth Partners increased its Novartis (NVS) stake by 33% in Q3 2026, buying an estimated $6.07K and bringing the position to 160 shares worth $22.8K. The position accounts for 0.01% of the portfolio, ranked #638.

Elevation Wealth Partners first reported a position in NVS in Q1 2023 and has held it in 14 quarters since. The position peaked at $48.3K in Q4 2025. 83 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

Elevation Wealth Partners held 160 shares of Novartis worth $22.8K as of Q3 2026.
Elevation Wealth Partners bought 40 Novartis shares in Q3 2026, an estimated $6.07K.
Novartis made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #638 holding.
Elevation Wealth Partners first reported a position in Novartis in Q1 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's Novartis position peaked at $48.3K in Q4 2025.
83 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.