Mather Group
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Mather Group’s Novartis NVS Stock Holding History

Mather Group’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 		$1.38M Buy
9,708
+138
+1% +$20.9K 0.01% 322
2026
Q2 		$1.5M Sell
9,570
-579
-6% -$86.8K 0.01% 310
2026
Q1 		$1.55M Buy
10,149
+29
+0.3% +$4.44K 0.02% 264
2025
Q4 		$1.4M Sell
10,120
-114
-1% -$14.9K 0.01% 240
2025
Q3 		$1.31M Buy
10,234
+2,423
+31% +$296K 0.01% 245
2025
Q2 		$945K Sell
7,811
-100
-1% -$11.3K 0.01% 271
2025
Q1 		$882K Buy
7,911
+322
+4% +$34.3K 0.01% 274
2024
Q4 		$738K Buy
7,589
+51
+0.7% +$5.44K 0.01% 275
2024
Q3 		$867K Sell
7,538
-3,061
-29% -$347K 0.01% 260
2024
Q2 		$1.03M Buy
10,599
+3,046
+40% +$306K 0.01% 263
2024
Q1 		$763K Sell
7,553
-1,922
-20% -$197K 0.01% 264
2023
Q4 		$957K Buy
9,475
+1,712
+22% +$165K 0.02% 236
2023
Q3 		$791K Buy
7,763
+580
+8% +$58.9K 0.01% 248
2023
Q2 		$725K Buy
7,183
+589
+9% +$58.9K 0.01% 279
2023
Q1 		$607K Buy
6,594
+2,053
+45% +$179K 0.01% 294
2022
Q4 		$412K Sell
4,541
-3,050
-40% -$257K 0.01% 346
2022
Q3 		$577K Sell
7,591
-1,193
-14% -$98.9K 0.01% 263
2022
Q2 		$743K Buy
8,784
+127
+1% +$11.1K 0.02% 209
2022
Q1 		$760K Sell
8,657
-10
-0.1% -$866 0.02% 207
2021
Q4 		$758K Buy
8,667
+3,048
+54% +$253K 0.01% 175
2021
Q3 		$459K Buy
5,619
+130
+2% +$11.7K 0.01% 177
2021
Q2 		$501K Sell
5,489
-18
-0.3% -$1.6K 0.01% 163
2021
Q1 		$471K Sell
5,507
-86
-2% -$7.72K 0.01% 155
2020
Q4 		$528K Sell
5,593
-105
-2% -$9.18K 0.02% 133
2020
Q3 		$495K Buy
5,698
+55
+1% +$4.76K 0.02% 136
2020
Q2 		$493K Buy
5,643
+14
+0.2% +$1.21K 0.02% 134
2020
Q1 		$464K Buy
5,629
+2,827
+101% +$252K 0.03% 91
2019
Q4 		$265K Buy
+2,802
New +$251K 0.02% 141

Other funds holding NVS

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
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Matthew Goff Investment Advisor
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Mengis Capital Management
Mengis Capital Management Portland, Oregon $673M AUM 34.75% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Mather Group's NVS Position: Q3 2026 in Review

Mather Group increased its Novartis (NVS) stake by 1.4% in Q3 2026, buying an estimated $20.9K and bringing the position to 9,708 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #322.

Mather Group first reported a position in NVS in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.55M in Q1 2026. 291 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Mather Group held 9,708 shares of Novartis worth $1.38M as of Q3 2026.
  • Mather Group bought 138 Novartis shares in Q3 2026, an estimated $20.9K.
  • Novartis made up 0.01% of Mather Group's portfolio in Q3 2026, its #322 holding.
  • Mather Group first reported a position in Novartis in Q4 2019 and has held it in 28 quarters since.
  • Mather Group's Novartis position peaked at $1.55M in Q1 2026.
  • 291 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.