PP
NVS icon

Paladin Partners’s Novartis NVS Stock Holding History

Paladin 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 		$4.42K Hold
31
– – ﹤0.01% 153
2026
Q2 		$4.86K Hold
31
– – ﹤0.01% 159
2026
Q1 		$4.74K Hold
31
– – ﹤0.01% 158
2025
Q4 		$4.27K Buy
+31
New +$4.06K ﹤0.01% 162

Other funds holding NVS

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 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
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
KGC
Kennon-Green & Company New Albany, Ohio $131M AUM 8.08% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Paladin Partners's NVS Position: Q3 2026 in Review

Paladin Partners held its Novartis (NVS) position steady in Q3 2026 at 31 shares worth $4.42K. The position accounts for ﹤0.01% of the portfolio, ranked #153.

Paladin Partners first reported a position in NVS in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.86K in Q2 2026. 28 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Paladin Partners held 31 shares of Novartis worth $4.42K as of Q3 2026.
  • Paladin Partners left its Novartis share count unchanged in Q3 2026.
  • Novartis made up ﹤0.01% of Paladin Partners's portfolio in Q3 2026, its #153 holding.
  • Paladin Partners first reported a position in Novartis in Q4 2025 and has held it in 4 quarters since.
  • Paladin Partners's Novartis position peaked at $4.86K in Q2 2026.
  • 28 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Paladin Partners's 13F filing for Q3 2026, filed 6 Oct 2026.