Meriwether Wealth & Planning’s Novartis NVS Stock Holding History

Meriwether Wealth & Planning’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	$715K	Sell	5,017 -1,117	-18%	-$169K	0.32%	52
2026 Q2	$961K	Buy	6,134 +61	+1%	+$9.14K	0.48%	42
2026 Q1	$928K	Sell	6,073 -3,436	-36%	-$527K	0.51%	39
2025 Q4	$1.31M	Sell	9,509 -312	-3%	-$40.9K	0.74%	22
2025 Q3	$1.26M	Buy	9,821 +329	+3%	+$40.1K	0.73%	22
2025 Q2	$1.15M	Sell	9,492 -235	-2%	-$26.5K	0.72%	27
2025 Q1	$1.08M	Buy	9,727 +1,295	+15%	+$138K	0.71%	30
2024 Q4	$821K	Buy	+8,432	New	+$899K	0.58%	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

Meriwether Wealth & Planning's NVS Position: Q3 2026 in Review

Meriwether Wealth & Planning reduced its Novartis (NVS) stake by 18% in Q3 2026, selling an estimated $169K and leaving 5,017 shares worth $715K. The position accounts for 0.32% of the portfolio, ranked #52.

Meriwether Wealth & Planning first reported a position in NVS in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.31M in Q4 2025. 411 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

Meriwether Wealth & Planning held 5,017 shares of Novartis worth $715K as of Q3 2026.
Meriwether Wealth & Planning sold 1,117 Novartis shares in Q3 2026, an estimated $169K.
Novartis made up 0.32% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #52 holding.
Meriwether Wealth & Planning first reported a position in Novartis in Q4 2024 and has held it in 8 quarters since.
Meriwether Wealth & Planning's Novartis position peaked at $1.31M in Q4 2025.
411 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.