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Farther Finance Advisors’s Novartis NVS Stock Holding History

Farther Finance Advisors’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 		$5.88M Buy
41,229
+3,889
+10% +$590K 0.04% 384
2026
Q2 		$5.85M Buy
37,340
+2,826
+8% +$424K 0.05% 359
2026
Q1 		$5.35M Buy
34,514
+136
+0.4% +$20.8K 0.05% 328
2025
Q4 		$4.74M Buy
34,378
+16,069
+88% +$2.1M 0.05% 318
2025
Q3 		$2.35M Buy
18,309
+981
+6% +$120K 0.04% 399
2025
Q2 		$2.1M Buy
17,328
+1,700
+11% +$192K 0.04% 352
2025
Q1 		$1.71M Buy
15,628
+3,389
+28% +$361K 0.04% 344
2024
Q4 		$1.19M Sell
12,239
-961
-7% -$102K 0.04% 316
2024
Q3 		$1.52M Buy
13,200
+2,717
+26% +$308K 0.06% 247
2024
Q2 		$1.12M Buy
10,483
+1,769
+20% +$178K 0.05% 277
2024
Q1 		$835K Buy
8,714
+1,375
+19% +$141K 0.05% 288
2023
Q4 		$741K Buy
7,339
+6,141
+513% +$593K 0.05% 274
2023
Q3 		$122K Buy
1,198
+662
+124% +$67.2K 0.02% 498
2023
Q2 		$54.1K Sell
536
-578
-52% -$57.8K 0.01% 644
2023
Q1 		$102K Buy
1,114
+786
+240% +$68.6K 0.03% 401
2022
Q4 		$29.8K Buy
+328
New +$27.6K 0.01% 613

Other funds holding NVS

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 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
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Farther Finance Advisors's NVS Position: Q3 2026 in Review

Farther Finance Advisors increased its Novartis (NVS) stake by 10% in Q3 2026, buying an estimated $590K and bringing the position to 41,229 shares worth $5.88M. The position accounts for 0.04% of the portfolio, ranked #384.

Farther Finance Advisors first reported a position in NVS in Q4 2022 and has held it in 16 quarters since. 57 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Farther Finance Advisors held 41,229 shares of Novartis worth $5.88M as of Q3 2026.
  • Farther Finance Advisors bought 3,889 Novartis shares in Q3 2026, an estimated $590K.
  • Novartis made up 0.04% of Farther Finance Advisors's portfolio in Q3 2026, its #384 holding.
  • Farther Finance Advisors first reported a position in Novartis in Q4 2022 and has held it in 16 quarters since.
  • 57 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.