JGP Wealth Management’s Novartis NVS Stock Holding History

JGP 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	$406K	Buy	2,847 +336	+13%	+$51K	0.04%	171
2026 Q2	$394K	Sell	2,511 -25	-1%	-$3.75K	0.04%	166
2026 Q1	$387K	Buy	2,536 +106	+4%	+$16.2K	0.04%	159
2025 Q4	$335K	Buy	2,430 +618	+34%	+$80.9K	0.03%	178
2025 Q3	$237K	Buy	+1,812	New	+$221K	0.03%	188
2018 Q3	–	Sell	-33,707	Closed	-$2.28M	–	121
2018 Q2	$2.28M	Buy	+33,707	New	+$2.33M	0.95%	50

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

JGP Wealth Management's NVS Position: Q3 2026 in Review

JGP Wealth Management increased its Novartis (NVS) stake by 13% in Q3 2026, buying an estimated $51K and bringing the position to 2,847 shares worth $406K. The position accounts for 0.04% of the portfolio, ranked #171.

JGP Wealth Management first reported a position in NVS in Q2 2018 and has held it in 6 quarters since. The position peaked at $2.28M in Q2 2018. 1,370 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

JGP Wealth Management held 2,847 shares of Novartis worth $406K as of Q3 2026.
JGP Wealth Management bought 336 Novartis shares in Q3 2026, an estimated $51K.
Novartis made up 0.04% of JGP Wealth Management's portfolio in Q3 2026, its #171 holding.
JGP Wealth Management first reported a position in Novartis in Q2 2018 and has held it in 6 quarters since.
JGP Wealth Management's Novartis position peaked at $2.28M in Q2 2018.
1,370 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

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