Integrity Alliance
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Integrity Alliance’s Novartis NVS Stock Holding History

Integrity Alliance’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 		$311K Buy
+2,184
New +$331K 0.01% 701
2025
Q2 		– Sell
-3,124
Closed -$348K – 602
2025
Q1 		$348K Buy
+3,124
New +$333K 0.01% 453

Other funds holding NVS

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
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
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Grandfield & Dodd
Grandfield & Dodd New York $1.87B AUM 27.26% 1-Year Est. Return

Integrity Alliance's NVS Position: Q3 2026 in Review

Integrity Alliance opened a new position in Novartis (NVS) in Q3 2026: 2,184 shares worth $311K. The stake represents 0.01% of the portfolio and ranks #701 among its holdings. This is a return to the name: Integrity Alliance previously reported a position in NVS as recently as Q1 2025.

Integrity Alliance first reported a position in NVS in Q1 2025 and has held it in 2 quarters since. The position peaked at $348K in Q1 2025. 674 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Integrity Alliance held 2,184 shares of Novartis worth $311K as of Q3 2026.
  • Novartis was a new Integrity Alliance position in Q3 2026.
  • Novartis made up 0.01% of Integrity Alliance's portfolio in Q3 2026, its #701 holding.
  • Integrity Alliance first reported a position in Novartis in Q1 2025 and has held it in 2 quarters since.
  • Integrity Alliance's Novartis position peaked at $348K in Q1 2025.
  • 674 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Integrity Alliance's 13F filing for Q3 2026, filed 29 Oct 2026.