Maia Wealth
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Maia Wealth’s Novartis NVS Stock Holding History

Maia Wealth’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 		$267K Sell
1,872
-224
-11% -$34K 0.04% 300
2026
Q2 		$328K Sell
2,096
-267
-11% -$40K 0.05% 282
2026
Q1 		$361K Sell
2,363
-154
-6% -$23.6K 0.06% 263
2025
Q4 		$406K Sell
2,517
-116
-4% -$15.2K 0.07% 248
2025
Q3 		$335K Buy
2,633
+47
+2% +$5.74K 0.06% 261
2025
Q2 		$313K Sell
2,586
-700
-21% -$78.9K 0.06% 253
2025
Q1 		$360K Buy
3,286
+22
+0.7% +$2.34K 0.08% 208
2024
Q4 		$337K Buy
3,264
+896
+38% +$95.5K 0.07% 213
2024
Q3 		$268K Buy
+2,368
New +$269K 0.07% 207

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
TCTC Holdings
TCTC Holdings Dallas, Texas $4.25B AUM 42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Maia Wealth's NVS Position: Q3 2026 in Review

Maia Wealth reduced its Novartis (NVS) stake by 11% in Q3 2026, selling an estimated $34K and leaving 1,872 shares worth $267K. The position accounts for 0.04% of the portfolio, ranked #300.

Maia Wealth first reported a position in NVS in Q3 2024 and has held it in 9 quarters since. The position peaked at $406K in Q4 2025. 939 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Maia Wealth held 1,872 shares of Novartis worth $267K as of Q3 2026.
  • Maia Wealth sold 224 Novartis shares in Q3 2026, an estimated $34K.
  • Novartis made up 0.04% of Maia Wealth's portfolio in Q3 2026, its #300 holding.
  • Maia Wealth first reported a position in Novartis in Q3 2024 and has held it in 9 quarters since.
  • Maia Wealth's Novartis position peaked at $406K in Q4 2025.
  • 939 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.