Foster Group
NVS icon

Foster Group’s Novartis NVS Stock Holding History

Foster Group’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 		$474K Sell
3,322
-512
-13% -$77.7K 0.01% 189
2026
Q2 		$601K Buy
3,834
+347
+10% +$52K 0.02% 170
2026
Q1 		$533K Buy
3,487
+191
+6% +$29.3K 0.02% 164
2025
Q4 		$454K Sell
3,296
-19
-0.6% -$2.49K 0.01% 166
2025
Q3 		$425K Buy
3,315
+255
+8% +$31.1K 0.01% 161
2025
Q2 		$370K Buy
3,060
+21
+0.7% +$2.37K 0.01% 163
2025
Q1 		$339K Buy
3,039
+916
+43% +$97.5K 0.01% 149
2024
Q4 		$207K Buy
2,123
+289
+16% +$30.8K 0.01% 189
2024
Q3 		$211K Buy
+1,834
New +$208K 0.01% 192

Other funds holding NVS

Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Matthew Goff Investment Advisor
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
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Mengis Capital Management
Mengis Capital Management Portland, Oregon $673M AUM 34.75% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Foster Group's NVS Position: Q3 2026 in Review

Foster Group reduced its Novartis (NVS) stake by 13% in Q3 2026, selling an estimated $77.7K and leaving 3,322 shares worth $474K. The position accounts for 0.01% of the portfolio, ranked #189.

Foster Group first reported a position in NVS in Q3 2024 and has held it in 9 quarters since. The position peaked at $601K in Q2 2026. 291 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Foster Group held 3,322 shares of Novartis worth $474K as of Q3 2026.
  • Foster Group sold 512 Novartis shares in Q3 2026, an estimated $77.7K.
  • Novartis made up 0.01% of Foster Group's portfolio in Q3 2026, its #189 holding.
  • Foster Group first reported a position in Novartis in Q3 2024 and has held it in 9 quarters since.
  • Foster Group's Novartis position peaked at $601K in Q2 2026.
  • 291 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.