Portside Wealth Group
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Portside Wealth Group’s Novartis NVS Stock Holding History

Portside Wealth Group’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 		$1.93M Buy
13,513
+1,104
+9% +$167K 0.21% 99
2026
Q2 		$1.94M Buy
12,409
+1,857
+18% +$278K 0.23% 94
2026
Q1 		$1.61M Buy
10,552
+2,946
+39% +$452K 0.22% 112
2025
Q4 		$1.05M Buy
7,606
+1,476
+24% +$193K 0.14% 162
2025
Q3 		$786K Buy
6,130
+945
+18% +$115K 0.11% 198
2025
Q2 		$627K Buy
5,185
+563
+12% +$63.5K 0.09% 211
2025
Q1 		$515K Sell
4,622
-495
-10% -$52.7K 0.08% 222
2024
Q4 		$498K Buy
5,117
+742
+17% +$79.1K 0.08% 227
2024
Q3 		$503K Buy
4,375
+1,375
+46% +$156K 0.09% 225
2024
Q2 		$319K Buy
3,000
+99
+3% +$9.9K 0.06% 266
2024
Q1 		$281K Buy
2,901
+166
+6% +$17K 0.05% 286
2023
Q4 		$276K Buy
2,735
+330
+14% +$31.9K 0.05% 279
2023
Q3 		$244K Buy
+2,405
New +$244K 0.05% 284

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Portside Wealth Group's NVS Position: Q3 2026 in Review

Portside Wealth Group increased its Novartis (NVS) stake by 8.9% in Q3 2026, buying an estimated $167K and bringing the position to 13,513 shares worth $1.93M. The position accounts for 0.21% of the portfolio, ranked #99.

Portside Wealth Group first reported a position in NVS in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.94M in Q2 2026. 1,075 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Portside Wealth Group held 13,513 shares of Novartis worth $1.93M as of Q3 2026.
  • Portside Wealth Group bought 1,104 Novartis shares in Q3 2026, an estimated $167K.
  • Novartis made up 0.21% of Portside Wealth Group's portfolio in Q3 2026, its #99 holding.
  • Portside Wealth Group first reported a position in Novartis in Q3 2023 and has held it in 13 quarters since.
  • Portside Wealth Group's Novartis position peaked at $1.94M in Q2 2026.
  • 1,075 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.