StackStone Wealth’s Novartis NVS Stock Holding History

StackStone 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	$2.5M	Buy	+17,527	New	+$2.66M	0.25%	113

Other funds holding NVS

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

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

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

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 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

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Grandfield & Dodd New York $1.87B AUM 27.26% 1-Year Est. Return

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

StackStone Wealth's NVS Position: Q3 2026 in Review

StackStone Wealth opened a new position in Novartis (NVS) in Q3 2026: 17,527 shares worth $2.5M. The stake represents 0.25% of the portfolio and ranks #113 among its holdings.

631 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

StackStone Wealth held 17,527 shares of Novartis worth $2.5M as of Q3 2026.
Novartis was a new StackStone Wealth position in Q3 2026.
Novartis made up 0.25% of StackStone Wealth's portfolio in Q3 2026, its #113 holding.
631 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.