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PFW Advisors’s Novartis NVS Stock Holding History

PFW 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 		$208K Sell
1,457
-8
-0.5% -$1.21K 0.06% 119
2026
Q2 		$230K Buy
1,465
+8
+0.5% +$1.2K 0.07% 114
2026
Q1 		$223K Hold
1,457
– – 0.07% 113
2025
Q4 		$201K Buy
+1,457
New +$191K 0.06% 121

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

PFW Advisors's NVS Position: Q3 2026 in Review

PFW Advisors reduced its Novartis (NVS) stake by 0.55% in Q3 2026, selling an estimated $1.21K and leaving 1,457 shares worth $208K. The position accounts for 0.06% of the portfolio, ranked #119.

PFW Advisors first reported a position in NVS in Q4 2025 and has held it in 4 quarters since. The position peaked at $230K in Q2 2026. 83 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • PFW Advisors held 1,457 shares of Novartis worth $208K as of Q3 2026.
  • PFW Advisors sold 8 Novartis shares in Q3 2026, an estimated $1.21K.
  • Novartis made up 0.06% of PFW Advisors's portfolio in Q3 2026, its #119 holding.
  • PFW Advisors first reported a position in Novartis in Q4 2025 and has held it in 4 quarters since.
  • PFW Advisors's Novartis position peaked at $230K in Q2 2026.
  • 83 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on PFW Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.