Granite FO LLC
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Granite FO LLC’s Novartis NVS Stock Holding History

Granite FO LLC’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 		$2K Hold
14
– – ﹤0.01% 147
2026
Q2 		$2.19K Hold
14
– – ﹤0.01% 139
2026
Q1 		$2.14K Hold
14
– – ﹤0.01% 141
2025
Q4 		$1.93K Hold
14
– – ﹤0.01% 154
2025
Q3 		$1.8K Hold
14
– – ﹤0.01% 168
2025
Q2 		$1.69K Hold
14
– – ﹤0.01% 169
2025
Q1 		$1.56K Hold
14
– – ﹤0.01% 168
2024
Q4 		$1.36K Hold
14
– – ﹤0.01% 174
2024
Q3 		$1.61K Buy
+14
New +$1.59K ﹤0.01% 168
2024
Q2 		– Sell
-14
Closed -$1.68K – 151
2024
Q1 		$1.68K Buy
+14
New +$1.44K ﹤0.01% 181

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
TCTC Holdings
TCTC Holdings Dallas, Texas $4.25B AUM 42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Granite FO LLC's NVS Position: Q3 2026 in Review

Granite FO LLC held its Novartis (NVS) position steady in Q3 2026 at 14 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #147.

Granite FO LLC first reported a position in NVS in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.19K in Q2 2026. 944 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Granite FO LLC held 14 shares of Novartis worth $2K as of Q3 2026.
  • Granite FO LLC left its Novartis share count unchanged in Q3 2026.
  • Novartis made up ﹤0.01% of Granite FO LLC's portfolio in Q3 2026, its #147 holding.
  • Granite FO LLC first reported a position in Novartis in Q1 2024 and has held it in 10 quarters since.
  • Granite FO LLC's Novartis position peaked at $2.19K in Q2 2026.
  • 944 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Granite FO LLC's 13F filing for Q3 2026, filed 14 Oct 2026.