First Affirmative Financial Network’s Novartis NVS Stock Holding History

First Affirmative Financial Network’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	$2.05M	Buy	+14,371	New	+$2.18M	0.45%	45
2026 Q1	$1.92M	Buy	+12,575	New	+$1.93M	0.75%	25
2025 Q3	$1.41M	Buy	10,962 +798	+8%	+$97.4K	0.66%	26
2025 Q2	$1.23M	Buy	10,164 +1,106	+12%	+$125K	0.63%	31
2025 Q1	$1.01M	Buy	9,058 +447	+5%	+$47.6K	0.62%	30
2024 Q4	$838K	Buy	8,611 +897	+12%	+$95.7K	0.48%	46
2024 Q3	$887K	Buy	7,714 +1,909	+33%	+$217K	0.49%	47
2024 Q2	$618K	Buy	5,805 +1,048	+22%	+$105K	0.43%	51
2024 Q1	$460K	Sell	4,757 -218	-4%	-$22.4K	0.34%	88
2023 Q4	$502K	Sell	4,975 -61	-1%	-$5.89K	0.4%	65
2023 Q3	$513K	Sell	5,036 -228	-4%	-$23.1K	0.5%	50
2023 Q2	$531K	Sell	5,264 -230	-4%	-$23K	0.53%	46
2023 Q1	$505K	Sell	5,494 -429	-7%	-$37.5K	0.58%	42
2022 Q4	$537K	Sell	5,923 -476	-7%	-$40.1K	0.65%	30
2022 Q3	$486K	Sell	6,399 -874	-12%	-$72.4K	0.62%	32
2022 Q2	$615K	Sell	7,273 -377	-5%	-$33.1K	0.7%	28
2022 Q1	$671K	Buy	7,650 +776	+11%	+$67.2K	0.64%	33
2021 Q4	$601K	Buy	6,874 +484	+8%	+$40.2K	0.55%	42
2021 Q3	$523K	Buy	+6,390	New	+$575K	0.54%	46

Other funds holding NVS

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

First Affirmative Financial Network's NVS Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in Novartis (NVS) in Q3 2026: 14,371 shares worth $2.05M. The stake represents 0.45% of the portfolio and ranks #45 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in NVS as recently as Q1 2026.

First Affirmative Financial Network first reported a position in NVS in Q3 2021 and has held it in 19 quarters since. 447 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

First Affirmative Financial Network held 14,371 shares of Novartis worth $2.05M as of Q3 2026.
Novartis was a new First Affirmative Financial Network position in Q3 2026.
Novartis made up 0.45% of First Affirmative Financial Network's portfolio in Q3 2026, its #45 holding.
First Affirmative Financial Network first reported a position in Novartis in Q3 2021 and has held it in 19 quarters since.
447 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.