Lantz Financial
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Lantz Financial’s Novartis NVS Stock Holding History

Lantz Financial’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 		$1.09M Buy
7,636
+40
+0.5% +$6.07K 0.2% 115
2026
Q2 		$1.19M Sell
7,596
-304
-4% -$45.6K 0.22% 111
2026
Q1 		$1.21M Buy
7,900
+1,358
+21% +$208K 0.25% 106
2025
Q4 		$902K Sell
6,542
-219
-3% -$28.7K 0.19% 121
2025
Q3 		$867K Buy
6,761
+134
+2% +$16.4K 0.19% 122
2025
Q2 		$802K Buy
6,627
+17
+0.3% +$1.92K 0.2% 115
2025
Q1 		$737K Buy
6,610
+132
+2% +$14.1K 0.2% 115
2024
Q4 		$630K Sell
6,478
-384
-6% -$40.9K 0.17% 118
2024
Q3 		$789K Sell
6,862
-199
-3% -$22.6K 0.21% 103
2024
Q2 		$752K Sell
7,061
-133
-2% -$13.4K 0.23% 99
2024
Q1 		$696K Sell
7,194
-265
-4% -$27.2K 0.22% 101
2023
Q4 		$753K Buy
7,459
+9
+0.1% +$869 0.27% 90
2023
Q3 		$759K Buy
7,450
+28
+0.4% +$2.84K 0.3% 84
2023
Q2 		$749K Sell
7,422
-384
-5% -$38.4K 0.29% 86
2023
Q1 		$718K Sell
7,806
-248
-3% -$21.7K 0.3% 85
2022
Q4 		$731K Sell
8,054
-49
-0.6% -$4.13K 0.33% 78
2022
Q3 		$616K Sell
8,103
-750
-8% -$62.2K 0.32% 81
2022
Q2 		$748K Sell
8,853
-139
-2% -$12.2K 0.34% 78
2022
Q1 		$789K Buy
8,992
+686
+8% +$59.4K 0.32% 80
2021
Q4 		$727K Sell
8,306
-184
-2% -$15.3K 0.33% 77
2021
Q3 		$694K Buy
8,490
+403
+5% +$36.3K 0.36% 75
2021
Q2 		$738K Sell
8,087
-86
-1% -$7.66K 0.38% 69
2021
Q1 		$699K Buy
8,173
+77
+1% +$6.91K 0.4% 60
2020
Q4 		$765K Buy
8,096
+244
+3% +$21.3K 0.48% 58
2020
Q3 		$683K Buy
7,852
+72
+0.9% +$6.24K 0.46% 62
2020
Q2 		$680K Sell
7,780
-1,606
-17% -$139K 0.49% 57
2020
Q1 		$774K Buy
9,386
+1,031
+12% +$92K 0.61% 52
2019
Q4 		$791K Sell
8,355
-545
-6% -$48.9K 0.47% 67
2019
Q3 		$751K Sell
8,900
-518
-6% -$46.5K 0.51% 66
2019
Q2 		$867K Sell
9,418
-1,292
-12% -$109K 0.59% 54
2019
Q1 		$923K Buy
+10,710
New +$860K 0.67% 52

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

Lantz Financial's NVS Position: Q3 2026 in Review

Lantz Financial increased its Novartis (NVS) stake by 0.53% in Q3 2026, buying an estimated $6.07K and bringing the position to 7,636 shares worth $1.09M. The position accounts for 0.2% of the portfolio, ranked #115.

Lantz Financial first reported a position in NVS in Q1 2019 and has held it in 31 quarters since. The position peaked at $1.21M in Q1 2026. 674 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Lantz Financial held 7,636 shares of Novartis worth $1.09M as of Q3 2026.
  • Lantz Financial bought 40 Novartis shares in Q3 2026, an estimated $6.07K.
  • Novartis made up 0.2% of Lantz Financial's portfolio in Q3 2026, its #115 holding.
  • Lantz Financial first reported a position in Novartis in Q1 2019 and has held it in 31 quarters since.
  • Lantz Financial's Novartis position peaked at $1.21M in Q1 2026.
  • 674 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.