Intergy Private Wealth’s Novartis NVS Stock Holding History

Intergy Private Wealth’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	$520K	Sell	3,644 -96	-3%	-$14.6K	0.12%	72
2026 Q2	$586K	Buy	3,740 +343	+10%	+$51.4K	0.14%	67
2026 Q1	$519K	Sell	3,397 -79	-2%	-$12.1K	0.15%	66
2025 Q4	$479K	Buy	3,476 +135	+4%	+$17.7K	0.14%	65
2025 Q3	$428K	Buy	3,341 +169	+5%	+$20.6K	0.13%	70
2025 Q2	$384K	Buy	3,172 +415	+15%	+$46.8K	0.13%	72
2025 Q1	$307K	Buy	2,757 +104	+4%	+$11.1K	0.12%	73
2024 Q4	$258K	Buy	2,653 +154	+6%	+$16.4K	0.1%	77
2024 Q3	$287K	Buy	2,499 +276	+12%	+$31.3K	0.11%	71
2024 Q2	$237K	Buy	+2,223	New	+$223K	0.1%	73
2024 Q1	–	Sell	-2,018	Closed	-$204K	–	79
2023 Q4	$204K	Buy	+2,018	New	+$195K	0.09%	73

Other funds holding NVS

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Intergy Private Wealth's NVS Position: Q3 2026 in Review

Intergy Private Wealth reduced its Novartis (NVS) stake by 2.6% in Q3 2026, selling an estimated $14.6K and leaving 3,644 shares worth $520K. The position accounts for 0.12% of the portfolio, ranked #72.

Intergy Private Wealth first reported a position in NVS in Q4 2023 and has held it in 11 quarters since. The position peaked at $586K in Q2 2026. 411 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

Intergy Private Wealth held 3,644 shares of Novartis worth $520K as of Q3 2026.
Intergy Private Wealth sold 96 Novartis shares in Q3 2026, an estimated $14.6K.
Novartis made up 0.12% of Intergy Private Wealth's portfolio in Q3 2026, its #72 holding.
Intergy Private Wealth first reported a position in Novartis in Q4 2023 and has held it in 11 quarters since.
Intergy Private Wealth's Novartis position peaked at $586K in Q2 2026.
411 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.