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Noble Wealth Management PBC’s Novartis NVS Stock Holding History

Noble Wealth Management PBC’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 		– Sell
-8
Closed -$1.25K – 849
2026
Q2 		$1.25K Buy
+8
New +$1.2K ﹤0.01% 664

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

Noble Wealth Management PBC's NVS Position: Q3 2026 in Review

Noble Wealth Management PBC sold out of Novartis (NVS) in Q3 2026, closing a stake of 8 shares — an estimated $1.25K sold.

Noble Wealth Management PBC first reported a position in NVS in Q2 2026 and held it in 1 quarter. The position peaked at $1.25K in Q2 2026. 83 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Noble Wealth Management PBC reported no remaining Novartis position as of Q3 2026 after selling out during the quarter.
  • Noble Wealth Management PBC sold 8 Novartis shares in Q3 2026, an estimated $1.25K.
  • Noble Wealth Management PBC first reported a position in Novartis in Q2 2026 and held it in 1 quarter.
  • Noble Wealth Management PBC's Novartis position peaked at $1.25K in Q2 2026.
  • 83 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.