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Everhart Financial Group’s Novartis NVS Stock Holding History

Everhart Financial Group’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 		– Sell
-1,326
Closed -$208K – 514
2026
Q2 		$208K Buy
1,326
+5
+0.4% +$750 0.01% 451
2026
Q1 		$202K Buy
+1,321
New +$202K 0.02% 448

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

Everhart Financial Group's NVS Position: Q3 2026 in Review

Everhart Financial Group sold out of Novartis (NVS) in Q3 2026, closing a stake of 1,326 shares — an estimated $208K sold.

Everhart Financial Group first reported a position in NVS in Q1 2026 and held it in 2 quarters. The position peaked at $208K in Q2 2026. 83 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Everhart Financial Group reported no remaining Novartis position as of Q3 2026 after selling out during the quarter.
  • Everhart Financial Group sold 1,326 Novartis shares in Q3 2026, an estimated $208K.
  • Everhart Financial Group first reported a position in Novartis in Q1 2026 and held it in 2 quarters.
  • Everhart Financial Group's Novartis position peaked at $208K in Q2 2026.
  • 83 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.