S.A. Mason’s Novartis NVS Stock Holding History

S.A. Mason’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	$576K	Hold	4,040	–	–	0.17%	125
2026 Q2	$633K	Hold	4,040	–	–	0.19%	109
2026 Q1	$617K	Hold	4,040	–	–	0.23%	102
2025 Q4	$557K	Hold	4,040	–	–	0.22%	104
2025 Q3	$518K	Hold	4,040	–	–	0.23%	101
2025 Q2	$489K	Hold	4,040	–	–	0.24%	97
2025 Q1	$450K	Hold	4,040	–	–	0.24%	101
2024 Q4	$393K	Hold	4,040	–	–	0.21%	114
2024 Q3	$465K	Hold	4,040	–	–	0.25%	97
2024 Q2	$430K	Hold	4,040	–	–	0.24%	96
2024 Q1	$391K	Sell	4,040 -200	-5%	-$20.5K	0.23%	106
2023 Q4	$428K	Hold	4,240	–	–	0.29%	96
2023 Q3	$432K	Hold	4,240	–	–	0.31%	87
2023 Q2	$390K	Hold	4,240	–	–	0.28%	97
2023 Q1	$390K	Buy	4,240 +104	+3%	+$9.08K	0.28%	97
2022 Q4	$375K	Hold	4,136	–	–	0.28%	97
2022 Q3	$314K	Hold	4,136	–	–	0.25%	110
2022 Q2	$350K	Hold	4,136	–	–	0.26%	105
2022 Q1	$363K	Hold	4,136	–	–	0.23%	117
2021 Q4	$362K	Hold	4,136	–	–	0.22%	114
2021 Q3	$338K	Buy	4,136 +450	+12%	+$40.5K	0.22%	119
2021 Q2	$336K	Hold	3,686	–	–	0.23%	118
2021 Q1	$315K	Hold	3,686	–	–	0.24%	115
2020 Q4	$348K	Hold	3,686	–	–	0.29%	94
2020 Q3	$321K	Sell	3,686 -8	-0.2%	-$693	0.31%	93
2020 Q2	$323K	Hold	3,694	–	–	0.34%	85
2020 Q1	$305K	Sell	3,694 -132	-3%	-$11.8K	0.37%	77
2019 Q4	$362K	Buy	+3,826	New	+$343K	0.35%	85

Other funds holding NVS

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

S.A. Mason's NVS Position: Q3 2026 in Review

S.A. Mason held its Novartis (NVS) position steady in Q3 2026 at 4,040 shares worth $576K. The position accounts for 0.17% of the portfolio, ranked #125.

S.A. Mason first reported a position in NVS in Q4 2019 and has held it in 28 quarters since. The position peaked at $633K in Q2 2026. 411 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

S.A. Mason held 4,040 shares of Novartis worth $576K as of Q3 2026.
S.A. Mason left its Novartis share count unchanged in Q3 2026.
Novartis made up 0.17% of S.A. Mason's portfolio in Q3 2026, its #125 holding.
S.A. Mason first reported a position in Novartis in Q4 2019 and has held it in 28 quarters since.
S.A. Mason's Novartis position peaked at $633K in Q2 2026.
411 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on S.A. Mason's 13F filing for Q3 2026, filed 13 Oct 2026.