JBGlobal.com
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JBGlobal.com’s Novartis NVS Stock Holding History

JBGlobal.com’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 		$221K Hold
1,550
– – 0.2% 33
2026
Q2 		$243K Hold
1,550
– – 0.21% 30
2026
Q1 		$237K Hold
1,550
– – 0.23% 27
2025
Q4 		$214K Buy
+1,550
New +$203K 0.27% 19
2025
Q3 		– Sell
-1,689
Closed -$204K – 30
2025
Q2 		$204K Buy
+1,689
New +$190K 0.21% 28

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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

JBGlobal.com's NVS Position: Q3 2026 in Review

JBGlobal.com held its Novartis (NVS) position steady in Q3 2026 at 1,550 shares worth $221K. The position accounts for 0.2% of the portfolio, ranked #33.

JBGlobal.com first reported a position in NVS in Q2 2025 and has held it in 5 quarters since. The position peaked at $243K in Q2 2026. 637 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • JBGlobal.com held 1,550 shares of Novartis worth $221K as of Q3 2026.
  • JBGlobal.com left its Novartis share count unchanged in Q3 2026.
  • Novartis made up 0.2% of JBGlobal.com's portfolio in Q3 2026, its #33 holding.
  • JBGlobal.com first reported a position in Novartis in Q2 2025 and has held it in 5 quarters since.
  • JBGlobal.com's Novartis position peaked at $243K in Q2 2026.
  • 637 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on JBGlobal.com's 13F filing for Q3 2026, filed 13 Oct 2026.