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Ferguson Wellman Capital Management’s Novartis NVS Stock Holding History

Ferguson Wellman Capital 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 		$26.4M Buy
185,430
+3,170
+2% +$481K 0.32% 69
2026
Q2 		$28.6M Sell
182,260
-96
-0.1% -$14.4K 0.35% 64
2026
Q1 		$27.9M Buy
+182,356
New +$28M 0.38% 59
2021
Q1 		– Sell
-23,334
Closed -$2.2M – 377
2020
Q4 		$2.2M Hold
23,334
– – 0.05% 168
2020
Q3 		$2.03M Sell
23,334
-60
-0.3% -$5.2K 0.06% 163
2020
Q2 		$2.04M Hold
23,394
– – 0.06% 153
2020
Q1 		$1.93M Sell
23,394
-427
-2% -$38.1K 0.07% 149
2019
Q4 		$2.26M Sell
23,821
-222
-0.9% -$19.9K 0.07% 161
2019
Q3 		$2.09M Buy
24,043
+17,202
+251% +$1.54M 0.07% 156
2019
Q2 		$625K Sell
6,841
-794
-10% -$67.2K 0.02% 231
2019
Q1 		$658K Sell
7,635
-512
-6% -$41.1K 0.02% 234
2018
Q4 		$626K Buy
8,147
+335
+4% +$26.1K 0.02% 238
2018
Q3 		$603K Buy
7,812
+658
+9% +$48.6K 0.02% 229
2018
Q2 		$484K Buy
7,154
+320
+5% +$22.1K 0.02% 242
2018
Q1 		$495K Sell
6,834
-270
-4% -$20.6K 0.02% 246
2017
Q4 		$534K Sell
7,104
-1,256
-15% -$94.8K 0.02% 241
2017
Q3 		$643K Hold
8,360
– – 0.02% 218
2017
Q2 		$625K Sell
8,360
-379
-4% -$26.9K 0.02% 212
2017
Q1 		$582K Sell
8,739
-650
-7% -$43.3K 0.02% 219
2016
Q4 		$613K Buy
9,389
+1,107
+13% +$71.8K 0.03% 217
2016
Q3 		$586K Sell
8,282
-1,986
-19% -$145K 0.03% 198
2016
Q2 		$759K Sell
10,268
-1,879
-15% -$130K 0.03% 183
2016
Q1 		$788K Buy
12,147
+1,572
+15% +$107K 0.03% 191
2015
Q4 		$815K Sell
10,575
-111
-1% -$8.82K 0.03% 207
2015
Q3 		$880K Buy
10,686
+124
+1% +$11K 0.04% 199
2015
Q2 		$931K Buy
10,562
+2,873
+37% +$264K 0.04% 208
2015
Q1 		$679K Buy
7,689
+92
+1% +$8.16K 0.03% 225
2014
Q4 		$631K Sell
7,597
-167
-2% -$13.8K 0.03% 230
2014
Q3 		$655K Sell
7,764
-190
-2% -$15.4K 0.03% 208
2014
Q2 		$645K Buy
7,954
+1,249
+19% +$98.2K 0.03% 214
2014
Q1 		$511K Sell
6,705
-2,803
-29% -$204K 0.02% 220
2013
Q4 		$685K Buy
9,508
+2,412
+34% +$168K 0.03% 200
2013
Q3 		$488K Buy
+7,096
New +$469K 0.02% 211

Other funds holding NVS

CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 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
KGC
Kennon-Green & Company New Albany, Ohio $131M AUM 8.08% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Ferguson Wellman Capital Management's NVS Position: Q3 2026 in Review

Ferguson Wellman Capital Management increased its Novartis (NVS) stake by 1.7% in Q3 2026, buying an estimated $481K and bringing the position to 185,430 shares worth $26.4M. The position accounts for 0.32% of the portfolio, ranked #69.

Ferguson Wellman Capital Management first reported a position in NVS in Q3 2013 and has held it in 33 quarters since. The position peaked at $28.6M in Q2 2026. 20 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Ferguson Wellman Capital Management held 185,430 shares of Novartis worth $26.4M as of Q3 2026.
  • Ferguson Wellman Capital Management bought 3,170 Novartis shares in Q3 2026, an estimated $481K.
  • Novartis made up 0.32% of Ferguson Wellman Capital Management's portfolio in Q3 2026, its #69 holding.
  • Ferguson Wellman Capital Management first reported a position in Novartis in Q3 2013 and has held it in 33 quarters since.
  • Ferguson Wellman Capital Management's Novartis position peaked at $28.6M in Q2 2026.
  • 20 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.