TrueNorth Wealth & Impact, LLC’s Novartis NVS Stock Holding History

TrueNorth Wealth & Impact, LLC’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	$355K	Buy	+2,491	New	+$378K	0.14%	119

Other funds holding NVS

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's NVS Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in Novartis (NVS) in Q3 2026: 2,491 shares worth $355K. The stake represents 0.14% of the portfolio and ranks #119 among its holdings.

1,370 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

TrueNorth Wealth & Impact, LLC held 2,491 shares of Novartis worth $355K as of Q3 2026.
Novartis was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
Novartis made up 0.14% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #119 holding.
1,370 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.