Third View Private Wealth
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Third View Private Wealth’s Novartis NVS Stock Holding History

Third View Private 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 		$3.22M Sell
22,590
-346
-2% -$52.5K 0.38% 67
2026
Q2 		$3.59M Sell
22,936
-894
-4% -$134K 0.44% 52
2026
Q1 		$3.64M Buy
23,830
+1,446
+6% +$222K 0.5% 47
2025
Q4 		$3.09M Buy
+22,384
New +$2.93M 0.42% 60

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
TCTC Holdings
TCTC Holdings Dallas, Texas $4.25B AUM 42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Third View Private Wealth's NVS Position: Q3 2026 in Review

Third View Private Wealth reduced its Novartis (NVS) stake by 1.5% in Q3 2026, selling an estimated $52.5K and leaving 22,590 shares worth $3.22M. The position accounts for 0.38% of the portfolio, ranked #67.

Third View Private Wealth first reported a position in NVS in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.64M in Q1 2026. 939 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Third View Private Wealth held 22,590 shares of Novartis worth $3.22M as of Q3 2026.
  • Third View Private Wealth sold 346 Novartis shares in Q3 2026, an estimated $52.5K.
  • Novartis made up 0.38% of Third View Private Wealth's portfolio in Q3 2026, its #67 holding.
  • Third View Private Wealth first reported a position in Novartis in Q4 2025 and has held it in 4 quarters since.
  • Third View Private Wealth's Novartis position peaked at $3.64M in Q1 2026.
  • 939 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.