MONECO Advisors
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MONECO Advisors’s Novartis NVS Stock Holding History

MONECO Advisors’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 		$381K Buy
2,673
+60
+2% +$9.1K 0.02% 436
2026
Q2 		$409K Buy
2,613
+44
+2% +$6.6K 0.03% 403
2026
Q1 		$392K Sell
2,569
-45
-2% -$6.9K 0.03% 352
2025
Q4 		$360K Hold
2,614
– – 0.03% 361
2025
Q3 		$335K Sell
2,614
-21
-0.8% -$2.56K 0.03% 379
2025
Q2 		$319K Buy
2,635
+32
+1% +$3.61K 0.03% 369
2025
Q1 		$290K Buy
+2,603
New +$277K 0.03% 365
2024
Q4 		– Sell
-1,847
Closed -$212K – 481
2024
Q3 		$212K Sell
1,847
-190
-9% -$21.6K 0.03% 413
2024
Q2 		$217K Buy
+2,037
New +$204K 0.03% 393
2024
Q1 		– Sell
-2,095
Closed -$211K – 415
2023
Q4 		$211K Sell
2,095
-44
-2% -$4.25K 0.04% 359
2023
Q3 		$218K Buy
2,139
+2
+0.1% +$203 0.06% 305
2023
Q2 		$216K Buy
+2,137
New +$214K 0.06% 308

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

MONECO Advisors's NVS Position: Q3 2026 in Review

MONECO Advisors increased its Novartis (NVS) stake by 2.3% in Q3 2026, buying an estimated $9.1K and bringing the position to 2,673 shares worth $381K. The position accounts for 0.02% of the portfolio, ranked #436.

MONECO Advisors first reported a position in NVS in Q2 2023 and has held it in 12 quarters since. The position peaked at $409K in Q2 2026. 1,035 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • MONECO Advisors held 2,673 shares of Novartis worth $381K as of Q3 2026.
  • MONECO Advisors bought 60 Novartis shares in Q3 2026, an estimated $9.1K.
  • Novartis made up 0.02% of MONECO Advisors's portfolio in Q3 2026, its #436 holding.
  • MONECO Advisors first reported a position in Novartis in Q2 2023 and has held it in 12 quarters since.
  • MONECO Advisors's Novartis position peaked at $409K in Q2 2026.
  • 1,035 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on MONECO Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.