Pacifica Partners’s Novartis NVS Stock Holding History

Pacifica Partners’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	$280K	Hold	1,984	–	–	0.08%	92
2026 Q2	$317K	Hold	1,984	–	–	0.1%	93
2026 Q1	$303K	Hold	1,984	–	–	0.1%	93
2025 Q4	$275K	Hold	1,984	–	–	0.12%	86
2025 Q3	$261K	Hold	1,984	–	–	0.09%	100
2025 Q2	$238K	Hold	1,984	–	–	0.1%	100
2025 Q1	$223K	Sell	1,984 -457	-19%	-$48.7K	0.1%	100
2024 Q4	$237K	Hold	2,441	–	–	0.1%	92
2024 Q3	$281K	Hold	2,441	–	–	0.12%	92
2024 Q2	$261K	Hold	2,441	–	–	0.11%	93
2024 Q1	$233K	Hold	2,441	–	–	0.1%	96
2023 Q4	$237K	Sell	2,441 -770	-24%	-$74.3K	0.12%	93
2023 Q3	$309K	Hold	3,211	–	–	0.17%	77
2023 Q2	$318K	Hold	3,211	–	–	0.18%	75
2023 Q1	$308K	Hold	3,211	–	–	0.19%	77
2022 Q4	$293K	Buy	3,211 +393	+14%	+$33.1K	0.2%	70
2022 Q3	$215K	Hold	2,818	–	–	0.16%	77
2022 Q2	$241K	Sell	2,818 -31	-1%	-$2.72K	0.17%	78
2022 Q1	$249K	Hold	2,849	–	–	0.16%	76
2021 Q4	$255K	Hold	2,849	–	–	0.17%	80
2021 Q3	$236K	Sell	2,849 -18	-0.6%	-$1.62K	0.17%	78
2021 Q2	$261K	Buy	2,867 +31	+1%	+$2.76K	0.2%	72
2021 Q1	$246K	Buy	2,836 +18	+0.6%	+$1.62K	0.2%	73
2020 Q4	$250K	Hold	2,818	–	–	0.24%	65
2020 Q3	$245K	Hold	2,818	–	–	0.27%	62
2020 Q2	$246K	Buy	2,818 +74	+3%	+$6.39K	0.27%	62
2020 Q1	$230K	Buy	2,744 +2,700	+6,136%	+$241K	0.29%	62
2019 Q4	$4K	Buy	+44	New	+$3.95K	﹤0.01%	301

Other funds holding NVS

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

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Pacifica Partners's NVS Position: Q3 2026 in Review

Pacifica Partners held its Novartis (NVS) position steady in Q3 2026 at 1,984 shares worth $280K. The position accounts for 0.08% of the portfolio, ranked #92.

Pacifica Partners first reported a position in NVS in Q4 2019 and has held it in 28 quarters since. The position peaked at $318K in Q2 2023. 447 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

Pacifica Partners held 1,984 shares of Novartis worth $280K as of Q3 2026.
Pacifica Partners left its Novartis share count unchanged in Q3 2026.
Novartis made up 0.08% of Pacifica Partners's portfolio in Q3 2026, its #92 holding.
Pacifica Partners first reported a position in Novartis in Q4 2019 and has held it in 28 quarters since.
Pacifica Partners's Novartis position peaked at $318K in Q2 2023.
447 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Pacifica Partners's 13F filing for Q3 2026, filed 9 Oct 2026.