Retirement Wealth Solutions’s Novartis NVS Stock Holding History

Retirement Wealth Solutions’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	$36.4K	Sell	255 -1	-0.4%	-$152	0.02%	131
2026 Q2	$40.1K	Hold	256	–	–	0.02%	109
2026 Q1	$39.1K	Sell	256 -21	-8%	-$3.22K	0.02%	99
2025 Q4	$38.2K	Hold	277	–	–	0.02%	107
2025 Q3	$35.5K	Buy	277 +42	+18%	+$5.13K	0.02%	113
2025 Q2	$28.4K	Hold	235	–	–	0.02%	125
2025 Q1	$26.2K	Buy	235 +6	+3%	+$639	0.02%	113
2024 Q4	$22.7K	Buy	+229	New	+$24.4K	0.02%	134

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

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

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

Retirement Wealth Solutions's NVS Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its Novartis (NVS) stake by 0.39% in Q3 2026, selling an estimated $152 and leaving 255 shares worth $36.4K. The position accounts for 0.02% of the portfolio, ranked #131.

Retirement Wealth Solutions first reported a position in NVS in Q4 2024 and has held it in 8 quarters since. The position peaked at $40.1K in Q2 2026. 83 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

Retirement Wealth Solutions held 255 shares of Novartis worth $36.4K as of Q3 2026.
Retirement Wealth Solutions sold 1 Novartis share in Q3 2026, an estimated $152.
Novartis made up 0.02% of Retirement Wealth Solutions's portfolio in Q3 2026, its #131 holding.
Retirement Wealth Solutions first reported a position in Novartis in Q4 2024 and has held it in 8 quarters since.
Retirement Wealth Solutions's Novartis position peaked at $40.1K in Q2 2026.
83 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.