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MFA Wealth Services’s Novartis NVS Stock Holding History

MFA Wealth Services’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 		$212K Hold
1,484
– – 0.13% 129
2026
Q2 		$233K Hold
1,484
– – 0.14% 121
2026
Q1 		$227K Buy
1,484
+28
+2% +$4.29K 0.15% 115
2025
Q4 		$201K Buy
+1,456
New +$191K 0.14% 116

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Wealth Enhancement Advisory Services
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TD Waterhouse Canada
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Matthew Goff Investment Advisor
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Eldred Rock Partners
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Salem Investment Counselors
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Mengis Capital Management
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MFA Wealth Services's NVS Position: Q3 2026 in Review

MFA Wealth Services held its Novartis (NVS) position steady in Q3 2026 at 1,484 shares worth $212K. The position accounts for 0.13% of the portfolio, ranked #129.

MFA Wealth Services first reported a position in NVS in Q4 2025 and has held it in 4 quarters since. The position peaked at $233K in Q2 2026. 379 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • MFA Wealth Services held 1,484 shares of Novartis worth $212K as of Q3 2026.
  • MFA Wealth Services left its Novartis share count unchanged in Q3 2026.
  • Novartis made up 0.13% of MFA Wealth Services's portfolio in Q3 2026, its #129 holding.
  • MFA Wealth Services first reported a position in Novartis in Q4 2025 and has held it in 4 quarters since.
  • MFA Wealth Services's Novartis position peaked at $233K in Q2 2026.
  • 379 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.