NVWM LLC
NVS icon

NVWM LLC’s Novartis NVS Stock Holding History

NVWM LLC’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 		$2.85K Hold
20
– – ﹤0.01% 505
2026
Q2 		$3.13K Hold
20
– – ﹤0.01% 427
2026
Q1 		$3.06K Hold
20
– – ﹤0.01% 398
2025
Q4 		$2.76K Hold
20
– – ﹤0.01% 420
2025
Q3 		$2.56K Hold
20
– – ﹤0.01% 402
2025
Q2 		$2.42K Buy
+20
New +$2.25K ﹤0.01% 396
2023
Q1 		– Sell
-123
Closed -$11.2K – 462
2022
Q4 		$11.2K Buy
+123
New +$10.4K ﹤0.01% 320
2022
Q2 		– Sell
-44
Closed -$4K – 521
2022
Q1 		$4K Buy
+44
New +$3.81K ﹤0.01% 439
2021
Q3 		– Sell
-49
Closed -$4K – 511
2021
Q2 		$4K Hold
49
– – ﹤0.01% 391
2021
Q1 		$4K Hold
49
– – ﹤0.01% 364
2020
Q4 		$5K Sell
49
-6,010
-99% -$525K ﹤0.01% 329
2020
Q3 		$527K Buy
6,059
+485
+9% +$42K 0.25% 116
2020
Q2 		$487K Buy
5,574
+194
+4% +$16.7K 0.26% 111
2020
Q1 		$443K Buy
5,380
+272
+5% +$24.3K 0.31% 101
2019
Q4 		$484K Sell
5,108
-52
-1% -$4.67K 0.29% 109
2019
Q3 		$448K Buy
5,160
+4,985
+2,849% +$448K 0.28% 121
2019
Q2 		$16K Sell
175
-20
-10% -$1.69K 0.01% 262
2019
Q1 		$17K Hold
195
– – 0.01% 231
2018
Q4 		$15K Hold
195
– – 0.01% 235
2018
Q3 		$15K Hold
195
– – 0.01% 233
2018
Q2 		$13K Hold
195
– – 0.01% 245
2018
Q1 		$14K Hold
195
– – 0.01% 249
2017
Q4 		$15K Buy
+195
New +$14.7K 0.01% 229

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
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
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
TCTC Holdings
TCTC Holdings Dallas, Texas $4.25B AUM 42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

NVWM LLC's NVS Position: Q3 2026 in Review

NVWM LLC held its Novartis (NVS) position steady in Q3 2026 at 20 shares worth $2.85K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

NVWM LLC first reported a position in NVS in Q4 2017 and has held it in 23 quarters since. The position peaked at $527K in Q3 2020. 944 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • NVWM LLC held 20 shares of Novartis worth $2.85K as of Q3 2026.
  • NVWM LLC left its Novartis share count unchanged in Q3 2026.
  • Novartis made up ﹤0.01% of NVWM LLC's portfolio in Q3 2026, its #505 holding.
  • NVWM LLC first reported a position in Novartis in Q4 2017 and has held it in 23 quarters since.
  • NVWM LLC's Novartis position peaked at $527K in Q3 2020.
  • 944 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on NVWM LLC's 13F filing for Q3 2026, filed 14 Oct 2026.