TritonPoint Wealth’s Novartis NVS Stock Holding History

TritonPoint 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	$218K	Sell	1,531 -87	-5%	-$13.2K	0.02%	278
2026 Q2	$254K	Buy	+1,618	New	+$243K	0.02%	257
2025 Q4	–	Sell	-1,690	Closed	-$217K	–	328
2025 Q3	$217K	Buy	1,690 +16	+1%	+$1.95K	0.02%	331
2025 Q2	$203K	Buy	+1,674	New	+$189K	0.02%	336
2024 Q2	–	Sell	-2,157	Closed	-$290K	–	334
2024 Q1	$290K	Sell	2,157 -720	-25%	-$73.8K	0.03%	261
2023 Q4	$290K	Buy	+2,877	New	+$278K	0.03%	268

Other funds holding NVS

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

TritonPoint Wealth's NVS Position: Q3 2026 in Review

TritonPoint Wealth reduced its Novartis (NVS) stake by 5.4% in Q3 2026, selling an estimated $13.2K and leaving 1,531 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #278.

TritonPoint Wealth first reported a position in NVS in Q4 2023 and has held it in 6 quarters since. The position peaked at $290K in Q1 2024. 1,075 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

TritonPoint Wealth held 1,531 shares of Novartis worth $218K as of Q3 2026.
TritonPoint Wealth sold 87 Novartis shares in Q3 2026, an estimated $13.2K.
Novartis made up 0.02% of TritonPoint Wealth's portfolio in Q3 2026, its #278 holding.
TritonPoint Wealth first reported a position in Novartis in Q4 2023 and has held it in 6 quarters since.
TritonPoint Wealth's Novartis position peaked at $290K in Q1 2024.
1,075 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

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