Excalibur Management
NVS icon

Excalibur Management’s Novartis NVS Stock Holding History

Excalibur 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 		$261K Hold
1,828
– – 0.08% 149
2026
Q2 		$286K Hold
1,828
– – 0.09% 145
2026
Q1 		$279K Hold
1,828
– – 0.1% 139
2025
Q4 		$252K Hold
1,828
– – 0.09% 144
2025
Q3 		$234K Hold
1,828
– – 0.09% 151
2025
Q2 		$221K Buy
1,828
+8
+0.4% +$902 0.08% 157
2025
Q1 		$203K Buy
+1,820
New +$194K 0.08% 160
2024
Q4 		– Sell
-1,820
Closed -$209K – 171
2024
Q3 		$209K Buy
+1,820
New +$207K 0.08% 157

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
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
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Excalibur Management's NVS Position: Q3 2026 in Review

Excalibur Management held its Novartis (NVS) position steady in Q3 2026 at 1,828 shares worth $261K. The position accounts for 0.08% of the portfolio, ranked #149.

Excalibur Management first reported a position in NVS in Q3 2024 and has held it in 8 quarters since. The position peaked at $286K in Q2 2026. 939 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Excalibur Management held 1,828 shares of Novartis worth $261K as of Q3 2026.
  • Excalibur Management left its Novartis share count unchanged in Q3 2026.
  • Novartis made up 0.08% of Excalibur Management's portfolio in Q3 2026, its #149 holding.
  • Excalibur Management first reported a position in Novartis in Q3 2024 and has held it in 8 quarters since.
  • Excalibur Management's Novartis position peaked at $286K in Q2 2026.
  • 939 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Excalibur Management's 13F filing for Q3 2026, filed 2 Nov 2026.