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Thoroughbred Financial Services’s Novartis NVS Stock Holding History

Thoroughbred Financial Services’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 		$490K Buy
3,439
+305
+10% +$46.3K 0.02% 438
2026
Q2 		$491K Buy
3,134
+40
+1% +$6K 0.02% 433
2026
Q1 		$472K Buy
3,094
+14
+0.5% +$2.15K 0.03% 404
2025
Q4 		$424K Buy
3,080
+61
+2% +$7.99K 0.03% 412
2025
Q3 		$387K Buy
3,019
+170
+6% +$20.7K 0.02% 429
2025
Q2 		$344K Sell
2,849
-257
-8% -$29K 0.02% 438
2025
Q1 		$346K Sell
3,106
-1,017
-25% -$108K 0.02% 507
2024
Q4 		$401K Buy
4,123
+133
+3% +$14.2K 0.02% 470
2024
Q3 		$458K Sell
3,990
-729
-15% -$82.7K 0.03% 413
2024
Q2 		$502K Buy
4,719
+2,038
+76% +$205K 0.03% 383
2024
Q1 		$259K Sell
2,681
-1,695
-39% -$174K 0.02% 400
2023
Q4 		$441K Sell
4,376
-521
-11% -$50.3K 0.04% 386
2023
Q3 		$498K Buy
4,897
+1,809
+59% +$184K 0.05% 323
2023
Q2 		$311K Sell
3,088
-12
-0.4% -$1.2K 0.04% 330
2023
Q1 		$285K Buy
3,100
+17
+0.6% +$1.48K 0.04% 332
2022
Q4 		$279K Hold
3,083
– – 0.05% 323
2022
Q3 		$234K Hold
3,083
– – 0.04% 323
2022
Q2 		$260K Hold
3,083
– – 0.05% 310
2022
Q1 		$270K Buy
+3,083
New +$267K 0.04% 327
2020
Q2 		– Sell
-3,067
Closed -$253K – 243
2020
Q1 		$253K Buy
3,067
+15
+0.5% +$1.34K 0.09% 202
2019
Q4 		$289K Hold
3,052
– – 0.1% 197
2019
Q3 		$265K Hold
3,052
– – 0.1% 194
2019
Q2 		$279K Sell
3,052
-354
-10% -$30K 0.11% 158
2019
Q1 		$293K Sell
3,406
-146
-4% -$11.7K 0.12% 173
2018
Q4 		$273K Buy
+3,552
New +$276K 0.13% 144

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
Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
TCTC Holdings
TCTC Holdings Dallas, Texas $4.25B AUM 42% 1-Year Est. Return

Thoroughbred Financial Services's NVS Position: Q3 2026 in Review

Thoroughbred Financial Services increased its Novartis (NVS) stake by 9.7% in Q3 2026, buying an estimated $46.3K and bringing the position to 3,439 shares worth $490K. The position accounts for 0.02% of the portfolio, ranked #438.

Thoroughbred Financial Services first reported a position in NVS in Q4 2018 and has held it in 25 quarters since. The position peaked at $502K in Q2 2024. 1,001 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Thoroughbred Financial Services held 3,439 shares of Novartis worth $490K as of Q3 2026.
  • Thoroughbred Financial Services bought 305 Novartis shares in Q3 2026, an estimated $46.3K.
  • Novartis made up 0.02% of Thoroughbred Financial Services's portfolio in Q3 2026, its #438 holding.
  • Thoroughbred Financial Services first reported a position in Novartis in Q4 2018 and has held it in 25 quarters since.
  • Thoroughbred Financial Services's Novartis position peaked at $502K in Q2 2024.
  • 1,001 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Thoroughbred Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.