Fortitude Family Office’s Novartis NVS Stock Holding History

Fortitude Family Office’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	$7.56K	Hold	53	–	–	﹤0.01%	1356
2026 Q2	$8.31K	Hold	53	–	–	﹤0.01%	853
2026 Q1	$8.1K	Hold	53	–	–	﹤0.01%	726
2025 Q4	$7.31K	Hold	53	–	–	﹤0.01%	687
2025 Q3	$6.8K	Hold	53	–	–	﹤0.01%	701
2025 Q2	$6.41K	Hold	53	–	–	﹤0.01%	697
2025 Q1	$5.91K	Sell	53 -139	-72%	-$14.8K	﹤0.01%	683
2024 Q4	$18.7K	Sell	192 -128	-40%	-$13.7K	0.01%	468
2024 Q3	$36.8K	Buy	320 +267	+504%	+$30.3K	0.01%	295
2024 Q2	$5.64K	Hold	53	–	–	﹤0.01%	549
2024 Q1	$5.13K	Hold	53	–	–	﹤0.01%	597
2023 Q4	$5.35K	Buy	+53	New	+$5.12K	﹤0.01%	595

Other funds holding NVS

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

GGI

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

MGIA

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

ERP

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

MCM

Mengis Capital Management Portland, Oregon $673M AUM 34.75% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

CCM

Cohen Capital Management Corte Madera, California $717M AUM 30.06% 1-Year Est. Return

Fortitude Family Office's NVS Position: Q3 2026 in Review

Fortitude Family Office held its Novartis (NVS) position steady in Q3 2026 at 53 shares worth $7.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1356.

Fortitude Family Office first reported a position in NVS in Q4 2023 and has held it in 12 quarters since. The position peaked at $36.8K in Q3 2024. 223 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

Fortitude Family Office held 53 shares of Novartis worth $7.56K as of Q3 2026.
Fortitude Family Office left its Novartis share count unchanged in Q3 2026.
Novartis made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1356 holding.
Fortitude Family Office first reported a position in Novartis in Q4 2023 and has held it in 12 quarters since.
Fortitude Family Office's Novartis position peaked at $36.8K in Q3 2024.
223 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.