Principle Wealth Partners
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Principle Wealth Partners’s Novartis NVS Stock Holding History

Principle Wealth 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 		$693K Buy
4,860
+88
+2% +$13.3K 0.03% 220
2026
Q2 		$748K Hold
4,772
– – 0.04% 209
2026
Q1 		$729K Sell
4,772
-28
-0.6% -$4.29K 0.04% 200
2025
Q4 		$662K Sell
4,800
-22
-0.5% -$2.88K 0.04% 207
2025
Q3 		$618K Sell
4,822
-25
-0.5% -$3.05K 0.04% 209
2025
Q2 		$587K Buy
4,847
+600
+14% +$67.6K 0.04% 218
2025
Q1 		$473K Hold
4,247
– – 0.03% 232
2024
Q4 		$413K Hold
4,247
– – 0.03% 241
2024
Q3 		$488K Hold
4,247
– – 0.03% 227
2024
Q2 		$452K Hold
4,247
– – 0.03% 231
2024
Q1 		$411K Hold
4,247
– – 0.03% 244
2023
Q4 		$429K Hold
4,247
– – 0.04% 222
2023
Q3 		$433K Hold
4,247
– – 0.04% 214
2023
Q2 		$429K Sell
4,247
-1,200
-22% -$120K 0.04% 216
2023
Q1 		$501K Hold
5,447
– – 0.05% 197
2022
Q4 		$494K Buy
5,447
+125
+2% +$10.5K 0.06% 191
2022
Q3 		$405K Hold
5,322
– – 0.04% 206
2022
Q2 		$450K Sell
5,322
-730
-12% -$64K 0.05% 202
2022
Q1 		$531K Hold
6,052
– – 0.06% 197
2021
Q4 		$529K Hold
6,052
– – 0.06% 201
2021
Q3 		$495K Sell
6,052
-754
-11% -$67.8K 0.06% 198
2021
Q2 		$621K Sell
6,806
-1,200
-15% -$107K 0.07% 176
2021
Q1 		$684K Buy
8,006
+3,702
+86% +$332K 0.08% 158
2020
Q4 		$406K Buy
+4,304
New +$376K 0.05% 195
2020
Q3 		– Sell
-521
Closed -$46K – 336
2020
Q2 		$46K Buy
+521
New +$45K 0.01% 285

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
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Principle Wealth Partners's NVS Position: Q3 2026 in Review

Principle Wealth Partners increased its Novartis (NVS) stake by 1.8% in Q3 2026, buying an estimated $13.3K and bringing the position to 4,860 shares worth $693K. The position accounts for 0.03% of the portfolio, ranked #220.

Principle Wealth Partners first reported a position in NVS in Q2 2020 and has held it in 25 quarters since. The position peaked at $748K in Q2 2026. 1,212 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Principle Wealth Partners held 4,860 shares of Novartis worth $693K as of Q3 2026.
  • Principle Wealth Partners bought 88 Novartis shares in Q3 2026, an estimated $13.3K.
  • Novartis made up 0.03% of Principle Wealth Partners's portfolio in Q3 2026, its #220 holding.
  • Principle Wealth Partners first reported a position in Novartis in Q2 2020 and has held it in 25 quarters since.
  • Principle Wealth Partners's Novartis position peaked at $748K in Q2 2026.
  • 1,212 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Principle Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.