SeaCrest Wealth Management
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SeaCrest Wealth Management’s Novartis NVS Stock Holding History

SeaCrest 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 		– Sell
-1,357
Closed -$213K – 574
2026
Q2 		$213K Buy
+1,357
New +$203K 0.02% 511
2025
Q3 		– Sell
-2,027
Closed -$245K – 662
2025
Q2 		$245K Sell
2,027
-206
-9% -$23.2K 0.03% 509
2025
Q1 		$249K Sell
2,233
-38
-2% -$4.04K 0.03% 551
2024
Q4 		$221K Buy
+2,271
New +$242K 0.02% 594
2024
Q1 		– Sell
-2,139
Closed -$227K – 645
2023
Q4 		$227K Sell
2,139
-653
-23% -$63K 0.03% 541
2023
Q3 		$284K Buy
2,792
+314
+13% +$31.9K 0.04% 475
2023
Q2 		$250K Sell
2,478
-235
-9% -$23.5K 0.03% 516
2023
Q1 		$250K Buy
2,713
+334
+14% +$29.2K 0.03% 519
2022
Q4 		$216K Buy
+2,379
New +$200K 0.03% 538
2022
Q3 		– Sell
-2,212
Closed -$187K – 1197
2022
Q2 		$187K Buy
+2,212
New +$194K 0.02% 630
2021
Q1 		– Sell
-2,174
Closed -$205K – 674
2020
Q4 		$205K Buy
+2,174
New +$190K 0.03% 561
2019
Q2 		– Sell
-1,834
Closed -$158K – 1402
2019
Q1 		$158K Sell
1,834
-174
-9% -$14K 0.03% 541
2018
Q4 		$154K Buy
2,008
+76
+4% +$5.92K 0.03% 505
2018
Q3 		$149K Hold
1,932
– – 0.03% 612
2018
Q2 		$131K Buy
1,932
+287
+17% +$19.8K 0.02% 637
2018
Q1 		$119K Hold
1,645
– – 0.02% 647
2017
Q4 		$124K Buy
+1,645
New +$124K 0.02% 632

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

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

SeaCrest Wealth Management sold out of Novartis (NVS) in Q3 2026, closing a stake of 1,357 shares — an estimated $213K sold.

SeaCrest Wealth Management first reported a position in NVS in Q4 2017 and held it in 17 quarters. The position peaked at $284K in Q3 2023. 1,370 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • SeaCrest Wealth Management reported no remaining Novartis position as of Q3 2026 after selling out during the quarter.
  • SeaCrest Wealth Management sold 1,357 Novartis shares in Q3 2026, an estimated $213K.
  • SeaCrest Wealth Management first reported a position in Novartis in Q4 2017 and held it in 17 quarters.
  • SeaCrest Wealth Management's Novartis position peaked at $284K in Q3 2023.
  • 1,370 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on SeaCrest Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.