Quaker Wealth Management
NVS icon

Quaker Wealth Management’s Novartis NVS Stock Holding History

Quaker Wealth Management’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 		$50.2K Hold
352
– – 0.01% 169
2026
Q2 		$55.2K Hold
352
– – 0.02% 160
2026
Q1 		$53.8K Sell
352
-29
-8% -$4.44K 0.02% 158
2025
Q4 		$52.5K Buy
381
+29
+8% +$3.8K 0.02% 161
2025
Q3 		$45.1K Hold
352
– – 0.01% 173
2025
Q2 		$42.6K Buy
+352
New +$39.7K 0.01% 172

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Quaker Wealth Management's NVS Position: Q3 2026 in Review

Quaker Wealth Management held its Novartis (NVS) position steady in Q3 2026 at 352 shares worth $50.2K. The position accounts for 0.01% of the portfolio, ranked #169.

Quaker Wealth Management first reported a position in NVS in Q2 2025 and has held it in 6 quarters since. The position peaked at $55.2K in Q2 2026. 1,370 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Quaker Wealth Management held 352 shares of Novartis worth $50.2K as of Q3 2026.
  • Quaker Wealth Management left its Novartis share count unchanged in Q3 2026.
  • Novartis made up 0.01% of Quaker Wealth Management's portfolio in Q3 2026, its #169 holding.
  • Quaker Wealth Management first reported a position in Novartis in Q2 2025 and has held it in 6 quarters since.
  • Quaker Wealth Management's Novartis position peaked at $55.2K in Q2 2026.
  • 1,370 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Quaker Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.