St. Clair Advisors’s Novartis NVS Stock Holding History

St. Clair Advisors’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	$1.01M	Hold	7,092	–	–	0.25%	47
2026 Q2	$1.11M	Hold	7,092	–	–	0.29%	46
2026 Q1	$1.08M	Hold	7,092	–	–	0.29%	49
2025 Q4	$978K	Hold	7,092	–	–	0.25%	47
2025 Q3	$909K	Hold	7,092	–	–	0.24%	48
2025 Q2	$858K	Hold	7,092	–	–	0.22%	49
2025 Q1	$791K	Hold	7,092	–	–	0.22%	51
2024 Q4	$690K	Hold	7,092	–	–	0.2%	52
2024 Q3	$816K	Hold	7,092	–	–	0.23%	50
2024 Q2	$755K	Hold	7,092	–	–	0.24%	50
2024 Q1	$686K	Hold	7,092	–	–	0.22%	53
2023 Q4	$716K	Hold	7,092	–	–	0.25%	53
2023 Q3	$722K	Hold	7,092	–	–	0.28%	49
2023 Q2	$716K	Buy	7,092 +901	+15%	+$90.1K	0.28%	47
2023 Q1	$570K	Buy	+6,191	New	+$541K	0.25%	52

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

St. Clair Advisors's NVS Position: Q3 2026 in Review

St. Clair Advisors held its Novartis (NVS) position steady in Q3 2026 at 7,092 shares worth $1.01M. The position accounts for 0.25% of the portfolio, ranked #47.

St. Clair Advisors first reported a position in NVS in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.11M in Q2 2026. 447 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

St. Clair Advisors held 7,092 shares of Novartis worth $1.01M as of Q3 2026.
St. Clair Advisors left its Novartis share count unchanged in Q3 2026.
Novartis made up 0.25% of St. Clair Advisors's portfolio in Q3 2026, its #47 holding.
St. Clair Advisors first reported a position in Novartis in Q1 2023 and has held it in 15 quarters since.
St. Clair Advisors's Novartis position peaked at $1.11M in Q2 2026.
447 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on St. Clair Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.