Fifth Third Wealth Advisors’s Novartis NVS Stock Holding History

Fifth Third Wealth 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	$1.24M	Sell	8,714 -24	-0.3%	-$3.64K	0.03%	270
2026 Q2	$1.37M	Sell	8,738 -63	-0.7%	-$9.44K	0.04%	254
2026 Q1	$1.34M	Buy	8,801 +126	+1%	+$19.3K	0.05%	228
2025 Q4	$1.2M	Buy	8,675 +154	+2%	+$20.2K	0.04%	232
2025 Q3	$1.09M	Buy	8,521 +1,421	+20%	+$173K	0.04%	229
2025 Q2	$859K	Buy	7,100 +1,711	+32%	+$193K	0.04%	261
2025 Q1	$601K	Buy	5,389 +1,787	+50%	+$190K	0.03%	291
2024 Q4	$351K	Buy	3,602 +658	+22%	+$70.2K	0.02%	436
2024 Q3	$339K	Buy	2,944 +454	+18%	+$51.5K	0.02%	422
2024 Q2	$265K	Buy	+2,490	New	+$250K	0.02%	463

Other funds holding NVS

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Fifth Third Wealth Advisors's NVS Position: Q3 2026 in Review

Fifth Third Wealth Advisors reduced its Novartis (NVS) stake by 0.27% in Q3 2026, selling an estimated $3.64K and leaving 8,714 shares worth $1.24M. The position accounts for 0.03% of the portfolio, ranked #270.

Fifth Third Wealth Advisors first reported a position in NVS in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.37M in Q2 2026. 1,075 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

Fifth Third Wealth Advisors held 8,714 shares of Novartis worth $1.24M as of Q3 2026.
Fifth Third Wealth Advisors sold 24 Novartis shares in Q3 2026, an estimated $3.64K.
Novartis made up 0.03% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #270 holding.
Fifth Third Wealth Advisors first reported a position in Novartis in Q2 2024 and has held it in 10 quarters since.
Fifth Third Wealth Advisors's Novartis position peaked at $1.37M in Q2 2026.
1,075 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.