Helen Stephens Group’s Novartis NVS Stock Holding History

Helen Stephens 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	$781K	Sell	5,480 -181	-3%	-$27.5K	0.12%	73
2026 Q2	$887K	Buy	5,661 +1,720	+44%	+$258K	0.15%	63
2026 Q1	$602K	Hold	3,941	–	–	0.12%	71
2025 Q4	$543K	Sell	3,941 -1,034	-21%	-$135K	0.11%	65
2025 Q3	$638K	Buy	4,975 +753	+18%	+$91.9K	0.14%	57
2025 Q2	$511K	Hold	4,222	–	–	0.13%	54
2025 Q1	$471K	Hold	4,222	–	–	0.13%	57
2024 Q4	$411K	Hold	4,222	–	–	0.12%	59
2024 Q3	$486K	Hold	4,222	–	–	0.15%	57
2024 Q2	$449K	Hold	4,222	–	–	0.16%	58
2024 Q1	$408K	Sell	4,222 -16	-0.4%	-$1.64K	0.16%	50
2023 Q4	$428K	Hold	4,238	–	–	0.19%	49
2023 Q3	$432K	Hold	4,238	–	–	0.22%	47
2023 Q2	$428K	Sell	4,238 -12	-0.3%	-$1.2K	0.22%	49
2023 Q1	$391K	Hold	4,250	–	–	0.2%	55
2022 Q4	$386K	Sell	4,250 -734	-15%	-$61.8K	0.23%	52
2022 Q3	$379K	Buy	4,984 +734	+17%	+$60.8K	0.27%	44
2022 Q2	$359K	Hold	4,250	–	–	0.25%	43
2022 Q1	$373K	Hold	4,250	–	–	0.26%	40
2021 Q4	$372K	Buy	+4,250	New	+$353K	0.3%	37

Other funds holding NVS

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Helen Stephens Group's NVS Position: Q3 2026 in Review

Helen Stephens Group reduced its Novartis (NVS) stake by 3.2% in Q3 2026, selling an estimated $27.5K and leaving 5,480 shares worth $781K. The position accounts for 0.12% of the portfolio, ranked #73.

Helen Stephens Group first reported a position in NVS in Q4 2021 and has held it in 20 quarters since. The position peaked at $887K in Q2 2026. 1,370 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

Helen Stephens Group held 5,480 shares of Novartis worth $781K as of Q3 2026.
Helen Stephens Group sold 181 Novartis shares in Q3 2026, an estimated $27.5K.
Novartis made up 0.12% of Helen Stephens Group's portfolio in Q3 2026, its #73 holding.
Helen Stephens Group first reported a position in Novartis in Q4 2021 and has held it in 20 quarters since.
Helen Stephens Group's Novartis position peaked at $887K in Q2 2026.
1,370 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.