Net Worth Advisory Group’s Novartis NVS Stock Holding History

Net Worth Advisory Group’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	$667K	Buy	4,729 +158	+3%	+$24K	0.17%	146
2026 Q2	$716K	Sell	4,571 -185	-4%	-$27.7K	0.18%	135
2026 Q1	$726K	Sell	4,756 -283	-6%	-$43.4K	0.15%	146
2025 Q4	$695K	Sell	5,039 -1,570	-24%	-$206K	0.14%	161
2025 Q3	$848K	Sell	6,609 -404	-6%	-$49.3K	0.25%	79
2025 Q2	$849K	Buy	7,013 +431	+7%	+$48.6K	0.19%	102
2025 Q1	$734K	Sell	6,582 -469	-7%	-$49.9K	0.23%	94
2024 Q4	$686K	Sell	7,051 -99	-1%	-$10.6K	0.21%	105
2024 Q3	$822K	Buy	+7,150	New	+$811K	0.24%	77

Other funds holding NVS

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

TCTC Holdings Dallas, Texas $4.25B AUM 42% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Net Worth Advisory Group's NVS Position: Q3 2026 in Review

Net Worth Advisory Group increased its Novartis (NVS) stake by 3.5% in Q3 2026, buying an estimated $24K and bringing the position to 4,729 shares worth $667K. The position accounts for 0.17% of the portfolio, ranked #146.

Net Worth Advisory Group first reported a position in NVS in Q3 2024 and has held it in 9 quarters since. The position peaked at $849K in Q2 2025. 939 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

Net Worth Advisory Group held 4,729 shares of Novartis worth $667K as of Q3 2026.
Net Worth Advisory Group bought 158 Novartis shares in Q3 2026, an estimated $24K.
Novartis made up 0.17% of Net Worth Advisory Group's portfolio in Q3 2026, its #146 holding.
Net Worth Advisory Group first reported a position in Novartis in Q3 2024 and has held it in 9 quarters since.
Net Worth Advisory Group's Novartis position peaked at $849K in Q2 2025.
939 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.