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Essential Partners’s Novartis NVS Stock Holding History

Essential 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 		$45.6K Hold
320
– – 0.02% 635
2026
Q2 		$50.1K Sell
320
-54
-14% -$8.1K 0.02% 618
2026
Q1 		$57.1K Buy
374
+54
+17% +$8.28K 0.02% 568
2025
Q4 		$44.1K Buy
320
+155
+94% +$20.3K 0.01% 642
2025
Q3 		$21.2K Buy
+165
New +$20.1K 0.01% 873

Other funds holding NVS

Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 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
MGIA
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
MCM
Mengis Capital Management Portland, Oregon $673M AUM 34.75% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $717M AUM 30.06% 1-Year Est. Return

Essential Partners's NVS Position: Q3 2026 in Review

Essential Partners held its Novartis (NVS) position steady in Q3 2026 at 320 shares worth $45.6K. The position accounts for 0.02% of the portfolio, ranked #635.

Essential Partners first reported a position in NVS in Q3 2025 and has held it in 5 quarters since. The position peaked at $57.1K in Q1 2026. 220 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Essential Partners held 320 shares of Novartis worth $45.6K as of Q3 2026.
  • Essential Partners left its Novartis share count unchanged in Q3 2026.
  • Novartis made up 0.02% of Essential Partners's portfolio in Q3 2026, its #635 holding.
  • Essential Partners first reported a position in Novartis in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's Novartis position peaked at $57.1K in Q1 2026.
  • 220 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.