TVPW
NVS icon

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
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 $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Third View Private Wealth's NVS Position: Q2 2026 in Review

Third View Private Wealth reduced its Novartis (NVS) stake by 3.8% in Q2 2026, selling an estimated $134K and leaving 22,936 shares worth $3.59M. The position accounts for 0.44% of the portfolio, ranked #52.

Third View Private Wealth first reported a position in NVS in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.64M in Q1 2026. 1,027 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Third View Private Wealth held 22,936 shares of Novartis worth $3.59M as of Q2 2026.
  • Third View Private Wealth sold 894 Novartis shares in Q2 2026, an estimated $134K.
  • Novartis made up 0.44% of Third View Private Wealth's portfolio in Q2 2026, its #52 holding.
  • Third View Private Wealth first reported a position in Novartis in Q4 2025 and has held it in 3 quarters since.
  • Third View Private Wealth's Novartis position peaked at $3.64M in Q1 2026.
  • 1,027 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.