Integrated Advisors Network’s Novartis NVS Stock Holding History

Integrated Advisors Network’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	$392K	Sell	2,752 -57	-2%	-$8.65K	0.02%	509
2026 Q2	$440K	Sell	2,809 -11	-0.4%	-$1.65K	0.02%	488
2026 Q1	$431K	Buy	2,820 +782	+38%	+$120K	0.02%	487
2025 Q4	$281K	Sell	2,038 -634	-24%	-$83K	0.01%	622
2025 Q3	$343K	Buy	2,672 +1,009	+61%	+$123K	0.01%	593
2025 Q2	$201K	Buy	+1,663	New	+$187K	0.01%	720
2024 Q4	–	Sell	-2,349	Closed	-$270K	–	741
2024 Q3	$270K	Buy	+2,349	New	+$267K	0.01%	628
2020 Q3	–	Sell	-3,807	Closed	-$332K	–	475
2020 Q2	$332K	Sell	3,807 -23,722	-86%	-$2.05M	0.04%	328
2020 Q1	$2.27M	Buy	27,529 +1,196	+5%	+$107K	0.44%	62
2019 Q4	$2.49M	Buy	+26,333	New	+$2.36M	0.34%	87

Other funds holding NVS

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

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

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

Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Integrated Advisors Network's NVS Position: Q3 2026 in Review

Integrated Advisors Network reduced its Novartis (NVS) stake by 2% in Q3 2026, selling an estimated $8.65K and leaving 2,752 shares worth $392K. The position accounts for 0.02% of the portfolio, ranked #509.

Integrated Advisors Network first reported a position in NVS in Q4 2019 and has held it in 10 quarters since. The position peaked at $2.49M in Q4 2019. 1,075 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

Integrated Advisors Network held 2,752 shares of Novartis worth $392K as of Q3 2026.
Integrated Advisors Network sold 57 Novartis shares in Q3 2026, an estimated $8.65K.
Novartis made up 0.02% of Integrated Advisors Network's portfolio in Q3 2026, its #509 holding.
Integrated Advisors Network first reported a position in Novartis in Q4 2019 and has held it in 10 quarters since.
Integrated Advisors Network's Novartis position peaked at $2.49M in Q4 2019.
1,075 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.