LVW Advisors’s Novartis NVS Stock Holding History

LVW Advisors’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	$214K	Sell	1,498 -120	-7%	-$18.2K	0.02%	435
2026 Q2	$254K	Buy	1,618 +257	+19%	+$38.5K	0.02%	384
2026 Q1	$208K	Buy	+1,361	New	+$209K	0.02%	413
2021 Q3	–	Sell	-2,234	Closed	-$204K	–	246
2021 Q2	$204K	Buy	+2,234	New	+$199K	0.04%	216
2020 Q4	–	Sell	-4,413	Closed	-$384K	–	210
2020 Q3	$384K	Buy	4,413 +368	+9%	+$31.9K	0.08%	126
2020 Q2	$353K	Buy	4,045 +1,019	+34%	+$88K	0.09%	124
2020 Q1	$249K	Buy	+3,026	New	+$270K	0.07%	135
2017 Q1	–	Sell	-3,422	Closed	-$223K	–	135
2016 Q4	$223K	Sell	3,422 -25,735	-88%	-$1.67M	0.08%	135
2016 Q3	$2.06M	Buy	29,157 +1,457	+5%	+$106K	0.68%	36
2016 Q2	$2.05M	Buy	27,700 +776	+3%	+$53.6K	0.77%	35
2016 Q1	$1.75M	Buy	26,924 +861	+3%	+$58.6K	0.56%	38
2015 Q4	$2.01M	Sell	26,063 -152	-0.6%	-$12.1K	0.79%	36
2015 Q3	$2.16M	Sell	26,215 -421	-2%	-$37.5K	1%	30
2015 Q2	$2.35M	Buy	26,636 +494	+2%	+$45.3K	1%	28
2015 Q1	$2.31M	Buy	26,142 +323	+1%	+$28.6K	1.1%	27
2014 Q4	$2.14M	Buy	+25,819	New	+$2.14M	1.18%	30

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

LVW Advisors's NVS Position: Q3 2026 in Review

LVW Advisors reduced its Novartis (NVS) stake by 7.4% in Q3 2026, selling an estimated $18.2K and leaving 1,498 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #435.

LVW Advisors first reported a position in NVS in Q4 2014 and has held it in 16 quarters since. The position peaked at $2.35M in Q2 2015. 1,370 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

LVW Advisors held 1,498 shares of Novartis worth $214K as of Q3 2026.
LVW Advisors sold 120 Novartis shares in Q3 2026, an estimated $18.2K.
Novartis made up 0.02% of LVW Advisors's portfolio in Q3 2026, its #435 holding.
LVW Advisors first reported a position in Novartis in Q4 2014 and has held it in 16 quarters since.
LVW Advisors's Novartis position peaked at $2.35M in Q2 2015.
1,370 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.