First Heartland Consultants’s Novartis NVS Stock Holding History

First Heartland Consultants’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	$205K	Buy	+1,441	New	+$219K	0.01%	571
2023 Q2	–	Sell	-4,566	Closed	-$420K	–	389
2023 Q1	$420K	Buy	4,566 +13	+0.3%	+$1.14K	0.06%	228
2022 Q4	$413K	Buy	+4,553	New	+$383K	0.07%	227
2016 Q3	–	Sell	-3,775	Closed	-$279K	–	330
2016 Q2	$279K	Buy	+3,775	New	+$261K	0.03%	240
2014 Q4	–	Sell	-2,375	Closed	-$200K	–	264
2014 Q3	$200K	Buy	+2,375	New	+$192K	0.09%	232

Other funds holding NVS

FWCM

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

DLA

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

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

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

First Heartland Consultants's NVS Position: Q3 2026 in Review

First Heartland Consultants opened a new position in Novartis (NVS) in Q3 2026: 1,441 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #571 among its holdings. This is a return to the name: First Heartland Consultants previously reported a position in NVS as recently as Q1 2023.

First Heartland Consultants first reported a position in NVS in Q3 2014 and has held it in 5 quarters since. The position peaked at $420K in Q1 2023. 83 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

First Heartland Consultants held 1,441 shares of Novartis worth $205K as of Q3 2026.
Novartis was a new First Heartland Consultants position in Q3 2026.
Novartis made up 0.01% of First Heartland Consultants's portfolio in Q3 2026, its #571 holding.
First Heartland Consultants first reported a position in Novartis in Q3 2014 and has held it in 5 quarters since.
First Heartland Consultants's Novartis position peaked at $420K in Q1 2023.
83 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.