Opal Wealth Advisors
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Opal Wealth Advisors’s Novartis NVS Stock Holding History

Opal Wealth 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 		$423K Sell
2,970
-1,413
-32% -$214K 0.09% 119
2026
Q2 		$687K Sell
4,383
-251
-5% -$37.6K 0.15% 73
2026
Q1 		$708K Buy
4,634
+522
+13% +$80K 0.16% 70
2025
Q4 		$567K Buy
4,112
+381
+10% +$49.9K 0.15% 92
2025
Q3 		$478K Buy
3,731
+1,293
+53% +$158K 0.13% 95
2025
Q2 		$295K Sell
2,438
-77
-3% -$8.68K 0.08% 143
2025
Q1 		$280K Buy
2,515
+112
+5% +$11.9K 0.09% 128
2024
Q4 		$234K Sell
2,403
-46
-2% -$4.9K 0.07% 168
2024
Q3 		$282K Sell
2,449
-197
-7% -$22.4K 0.09% 134
2024
Q2 		$282K Sell
2,646
-14
-0.5% -$1.4K 0.09% 128
2024
Q1 		$257K Buy
2,660
+2
+0.1% +$205 0.09% 140
2023
Q4 		$268K Sell
2,658
-4
-0.2% -$386 0.11% 136
2023
Q3 		$271K Sell
2,662
-129
-5% -$13.1K 0.16% 112
2023
Q2 		$282K Sell
2,791
-7
-0.3% -$700 0.14% 106
2023
Q1 		$257K Buy
2,798
+18
+0.6% +$1.57K 0.15% 86
2022
Q4 		$252K Buy
+2,780
New +$234K 0.14% 93
2022
Q3 		– Sell
-2,529
Closed -$214K – 114
2022
Q2 		$214K Sell
2,529
-234
-8% -$20.5K 0.14% 97
2022
Q1 		$242K Buy
2,763
+153
+6% +$13.2K 0.21% 82
2021
Q4 		$228K Buy
+2,610
New +$217K 0.14% 109

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

Opal Wealth Advisors's NVS Position: Q3 2026 in Review

Opal Wealth Advisors reduced its Novartis (NVS) stake by 32% in Q3 2026, selling an estimated $214K and leaving 2,970 shares worth $423K. The position accounts for 0.09% of the portfolio, ranked #119.

Opal Wealth Advisors first reported a position in NVS in Q4 2021 and has held it in 19 quarters since. The position peaked at $708K in Q1 2026. 939 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Opal Wealth Advisors held 2,970 shares of Novartis worth $423K as of Q3 2026.
  • Opal Wealth Advisors sold 1,413 Novartis shares in Q3 2026, an estimated $214K.
  • Novartis made up 0.09% of Opal Wealth Advisors's portfolio in Q3 2026, its #119 holding.
  • Opal Wealth Advisors first reported a position in Novartis in Q4 2021 and has held it in 19 quarters since.
  • Opal Wealth Advisors's Novartis position peaked at $708K in Q1 2026.
  • 939 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.