Mascoma Wealth Management’s Novartis NVS Stock Holding History

Mascoma 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	$19K	Buy	133 +66	+99%	+$10K	﹤0.01%	279
2026 Q2	$10.5K	Hold	67	–	–	﹤0.01%	321
2026 Q1	$10.2K	Hold	67	–	–	﹤0.01%	317
2025 Q4	$9.24K	Hold	67	–	–	﹤0.01%	323
2025 Q3	$8.59K	Hold	67	–	–	﹤0.01%	334
2025 Q2	$8.11K	Hold	67	–	–	﹤0.01%	346
2025 Q1	$7.47K	Hold	67	–	–	﹤0.01%	360
2024 Q4	$6.52K	Hold	67	–	–	﹤0.01%	382
2024 Q3	$7.71K	Hold	67	–	–	﹤0.01%	343
2024 Q2	$7.13K	Hold	67	–	–	﹤0.01%	369
2024 Q1	$6.48K	Hold	67	–	–	﹤0.01%	360
2023 Q4	$6.76K	Hold	67	–	–	﹤0.01%	362
2023 Q3	$6.82K	Hold	67	–	–	﹤0.01%	358
2023 Q2	$6.9K	Hold	67	–	–	﹤0.01%	354
2023 Q1	$6.87K	Hold	67	–	–	﹤0.01%	446
2022 Q4	$6.08K	Hold	67	–	–	﹤0.01%	466
2022 Q3	$5K	Hold	67	–	–	﹤0.01%	483
2022 Q2	$6K	Hold	67	–	–	﹤0.01%	483
2022 Q1	$6K	Buy	+67	New	+$5.8K	﹤0.01%	492
2019 Q1	–	Sell	-45	Closed	-$3K	–	410
2018 Q4	$3K	Hold	45	–	–	﹤0.01%	325
2018 Q3	$3K	Hold	45	–	–	﹤0.01%	348
2018 Q2	$3K	Hold	45	–	–	﹤0.01%	346
2018 Q1	$3K	Sell	45 -67	-60%	-$5.1K	﹤0.01%	334
2017 Q4	$9K	Sell	112 -446	-80%	-$33.7K	0.01%	274
2017 Q3	$43K	Hold	558	–	–	0.03%	158
2017 Q2	$42K	Buy	558 +223	+67%	+$15.8K	0.03%	168
2017 Q1	$22K	Hold	335	–	–	0.02%	210
2016 Q4	$22K	Buy	+335	New	+$21.7K	0.02%	204

Other funds holding NVS

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

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

Mascoma Wealth Management increased its Novartis (NVS) stake by 99% in Q3 2026, buying an estimated $10K and bringing the position to 133 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

Mascoma Wealth Management first reported a position in NVS in Q4 2016 and has held it in 28 quarters since. The position peaked at $43K in Q3 2017. 447 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

Mascoma Wealth Management held 133 shares of Novartis worth $19K as of Q3 2026.
Mascoma Wealth Management bought 66 Novartis shares in Q3 2026, an estimated $10K.
Novartis made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q3 2026, its #279 holding.
Mascoma Wealth Management first reported a position in Novartis in Q4 2016 and has held it in 28 quarters since.
Mascoma Wealth Management's Novartis position peaked at $43K in Q3 2017.
447 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.