MB, Levis & Associates’s Novartis NVS Stock Holding History

MB, Levis & Associates’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	$771K	Hold	5,410	–	–	0.28%	40
2026 Q2	$848K	Hold	5,410	–	–	0.31%	39
2026 Q1	$826K	Hold	5,410	–	–	0.34%	38
2025 Q4	$746K	Hold	5,410	–	–	0.31%	38
2025 Q3	$694K	Hold	5,410	–	–	0.3%	38
2025 Q2	$655K	Hold	5,410	–	–	0.29%	44
2025 Q1	$603K	Hold	5,410	–	–	0.28%	43
2024 Q4	$526K	Hold	5,410	–	–	0.26%	44
2024 Q3	$622K	Hold	5,410	–	–	0.31%	42
2024 Q2	$576K	Hold	5,410	–	–	0.3%	42
2024 Q1	$523K	Hold	5,410	–	–	0.28%	44
2023 Q4	$546K	Hold	5,410	–	–	0.31%	41
2023 Q3	$551K	Hold	5,410	–	–	0.36%	36
2023 Q2	$546K	Hold	5,410	–	–	0.35%	38
2023 Q1	$498K	Hold	5,410	–	–	0.35%	39
2022 Q4	$491K	Buy	+5,410	New	+$456K	0.38%	37

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

MB, Levis & Associates's NVS Position: Q3 2026 in Review

MB, Levis & Associates held its Novartis (NVS) position steady in Q3 2026 at 5,410 shares worth $771K. The position accounts for 0.28% of the portfolio, ranked #40.

MB, Levis & Associates first reported a position in NVS in Q4 2022 and has held it in 16 quarters since. The position peaked at $848K in Q2 2026. 447 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

MB, Levis & Associates held 5,410 shares of Novartis worth $771K as of Q3 2026.
MB, Levis & Associates left its Novartis share count unchanged in Q3 2026.
Novartis made up 0.28% of MB, Levis & Associates's portfolio in Q3 2026, its #40 holding.
MB, Levis & Associates first reported a position in Novartis in Q4 2022 and has held it in 16 quarters since.
MB, Levis & Associates's Novartis position peaked at $848K in Q2 2026.
447 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.