Evermay Wealth Management
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Evermay Wealth Management’s Novartis NVS Stock Holding History

Evermay Wealth 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 		$126K Hold
884
– – 0.01% 249
2026
Q2 		$139K Buy
884
+258
+41% +$38.7K 0.01% 237
2026
Q1 		$95.6K Sell
626
-490
-44% -$75.1K 0.01% 254
2025
Q4 		$154K Sell
1,116
-48
-4% -$6.29K 0.02% 221
2025
Q3 		$149K Hold
1,164
– – 0.02% 227
2025
Q2 		$141K Hold
1,164
– – 0.02% 232
2025
Q1 		$130K Hold
1,164
– – 0.02% 232
2024
Q4 		$113K Sell
1,164
-12
-1% -$1.28K 0.02% 245
2024
Q3 		$135K Hold
1,176
– – 0.02% 236
2024
Q2 		$125K Hold
1,176
– – 0.02% 241
2024
Q1 		$114K Buy
1,176
+100
+9% +$10.3K 0.02% 265
2023
Q4 		$109K Hold
1,076
– – 0.02% 250
2023
Q3 		$110K Hold
1,076
– – 0.02% 225
2023
Q2 		$109K Buy
1,076
+467
+77% +$46.7K 0.02% 231
2023
Q1 		$56K Hold
609
– – 0.01% 292
2022
Q4 		$55.2K Buy
609
+276
+83% +$23.2K 0.01% 290
2022
Q3 		$25K Hold
333
– – 0.01% 329
2022
Q2 		$28K Hold
333
– – 0.01% 318
2022
Q1 		$29K Hold
333
– – ﹤0.01% 342
2021
Q4 		$29K Hold
333
– – 0.01% 328
2021
Q3 		$27K Hold
333
– – 0.01% 317
2021
Q2 		$30K Buy
+333
New +$29.7K 0.01% 330
2014
Q4 		– Sell
-2,570
Closed -$217K – 90
2014
Q3 		$217K Sell
2,570
-34
-1% -$2.75K 0.19% 74
2014
Q2 		$211K Buy
+2,604
New +$205K 0.18% 77

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
TCTC Holdings
TCTC Holdings Dallas, Texas $4.25B AUM 42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Evermay Wealth Management's NVS Position: Q3 2026 in Review

Evermay Wealth Management held its Novartis (NVS) position steady in Q3 2026 at 884 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #249.

Evermay Wealth Management first reported a position in NVS in Q2 2014 and has held it in 24 quarters since. The position peaked at $217K in Q3 2014. 995 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Evermay Wealth Management held 884 shares of Novartis worth $126K as of Q3 2026.
  • Evermay Wealth Management left its Novartis share count unchanged in Q3 2026.
  • Novartis made up 0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #249 holding.
  • Evermay Wealth Management first reported a position in Novartis in Q2 2014 and has held it in 24 quarters since.
  • Evermay Wealth Management's Novartis position peaked at $217K in Q3 2014.
  • 995 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.