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MJT & Associates Financial Advisory’s Novartis NVS Stock Holding History

MJT & Associates Financial Advisory’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 		$14.7K Sell
103
-45
-30% -$6.83K 0.01% 155
2026
Q2 		$23.2K Hold
148
– – 0.02% 119
2026
Q1 		$22.6K Hold
148
– – 0.02% 113
2025
Q4 		$20.4K Sell
148
-17
-10% -$2.23K 0.02% 124
2025
Q3 		$21.2K Hold
165
– – 0.02% 121
2025
Q2 		$20K Hold
165
– – 0.02% 146
2025
Q1 		$18.4K Buy
+165
New +$17.6K 0.02% 153

Other funds holding NVS

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MJT & Associates Financial Advisory's NVS Position: Q3 2026 in Review

MJT & Associates Financial Advisory reduced its Novartis (NVS) stake by 30% in Q3 2026, selling an estimated $6.83K and leaving 103 shares worth $14.7K. The position accounts for 0.01% of the portfolio, ranked #155.

MJT & Associates Financial Advisory first reported a position in NVS in Q1 2025 and has held it in 7 quarters since. The position peaked at $23.2K in Q2 2026. 83 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • MJT & Associates Financial Advisory held 103 shares of Novartis worth $14.7K as of Q3 2026.
  • MJT & Associates Financial Advisory sold 45 Novartis shares in Q3 2026, an estimated $6.83K.
  • Novartis made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #155 holding.
  • MJT & Associates Financial Advisory first reported a position in Novartis in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's Novartis position peaked at $23.2K in Q2 2026.
  • 83 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.