TFA
NVS icon

Toth Financial Advisory’s Novartis NVS Stock Holding History

Toth Financial Advisory’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 		$2.42K Buy
+17
New +$2.58K ﹤0.01% 766
2023
Q4 		– Sell
-54
Closed -$5.5K – 775
2023
Q3 		$5.5K Buy
+54
New +$5.48K ﹤0.01% 514

Other funds holding NVS

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Toth Financial Advisory's NVS Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in Novartis (NVS) in Q3 2026: 17 shares worth $2.42K. The stake represents ﹤0.01% of the portfolio and ranks #766 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in NVS as recently as Q3 2023.

Toth Financial Advisory first reported a position in NVS in Q3 2023 and has held it in 2 quarters since. The position peaked at $5.5K in Q3 2023. 83 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Toth Financial Advisory held 17 shares of Novartis worth $2.42K as of Q3 2026.
  • Novartis was a new Toth Financial Advisory position in Q3 2026.
  • Novartis made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #766 holding.
  • Toth Financial Advisory first reported a position in Novartis in Q3 2023 and has held it in 2 quarters since.
  • Toth Financial Advisory's Novartis position peaked at $5.5K in Q3 2023.
  • 83 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.