Jamison Private Wealth Management’s Novartis NVS Stock Holding History

Jamison Private Wealth Management’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	$2.42M	Buy	16,969 +81	+0.5%	+$12.3K	0.25%	83
2026 Q2	$2.65M	Buy	16,888 +17	+0.1%	+$2.55K	0.27%	79
2026 Q1	$2.58M	Hold	16,871	–	–	0.31%	74
2025 Q4	$2.33M	Sell	16,871 -356	-2%	-$46.6K	0.28%	76
2025 Q3	$2.21M	Sell	17,227 -341	-2%	-$41.6K	0.28%	77
2025 Q2	$2.13M	Sell	17,568 -110	-0.6%	-$12.4K	0.31%	73
2025 Q1	$1.97M	Sell	17,678 -720	-4%	-$76.7K	0.3%	81
2024 Q4	$1.79M	Hold	18,398	–	–	0.26%	85
2024 Q3	$2.12M	Hold	18,398	–	–	0.32%	74
2024 Q2	$1.96M	Sell	18,398 -226	-1%	-$22.7K	0.33%	72
2024 Q1	$1.8M	Sell	18,624 -58	-0.3%	-$5.95K	0.3%	78
2023 Q4	$1.89M	Buy	18,682 +48	+0.3%	+$4.63K	0.35%	69
2023 Q3	$1.9M	Buy	+18,634	New	+$1.89M	0.39%	68

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

Jamison Private Wealth Management's NVS Position: Q3 2026 in Review

Jamison Private Wealth Management increased its Novartis (NVS) stake by 0.48% in Q3 2026, buying an estimated $12.3K and bringing the position to 16,969 shares worth $2.42M. The position accounts for 0.25% of the portfolio, ranked #83.

Jamison Private Wealth Management first reported a position in NVS in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.65M in Q2 2026. 1,370 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

Jamison Private Wealth Management held 16,969 shares of Novartis worth $2.42M as of Q3 2026.
Jamison Private Wealth Management bought 81 Novartis shares in Q3 2026, an estimated $12.3K.
Novartis made up 0.25% of Jamison Private Wealth Management's portfolio in Q3 2026, its #83 holding.
Jamison Private Wealth Management first reported a position in Novartis in Q3 2023 and has held it in 13 quarters since.
Jamison Private Wealth Management's Novartis position peaked at $2.65M in Q2 2026.
1,370 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.