RVW Wealth
NVS icon

RVW Wealth’s Novartis NVS Stock Holding History

RVW Wealth’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 		$220K Hold
1,542
– – 0.01% 177
2026
Q2 		$242K Hold
1,542
– – 0.02% 164
2026
Q1 		$236K Sell
1,542
-606
-28% -$92.9K 0.02% 163
2025
Q4 		$296K Hold
2,148
– – 0.02% 142
2025
Q3 		$275K Hold
2,148
– – 0.02% 152
2025
Q2 		$260K Sell
2,148
-100
-4% -$11.3K 0.02% 148
2025
Q1 		$251K Buy
+2,248
New +$239K 0.02% 145

Other funds holding NVS

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Grandfield & Dodd
Grandfield & Dodd New York $1.87B AUM 27.26% 1-Year Est. Return

RVW Wealth's NVS Position: Q3 2026 in Review

RVW Wealth held its Novartis (NVS) position steady in Q3 2026 at 1,542 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #177.

RVW Wealth first reported a position in NVS in Q1 2025 and has held it in 7 quarters since. The position peaked at $296K in Q4 2025. 674 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • RVW Wealth held 1,542 shares of Novartis worth $220K as of Q3 2026.
  • RVW Wealth left its Novartis share count unchanged in Q3 2026.
  • Novartis made up 0.01% of RVW Wealth's portfolio in Q3 2026, its #177 holding.
  • RVW Wealth first reported a position in Novartis in Q1 2025 and has held it in 7 quarters since.
  • RVW Wealth's Novartis position peaked at $296K in Q4 2025.
  • 674 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.