Twin Peaks Wealth Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
Other funds holding NVS
Twin Peaks Wealth Advisors's NVS Position: Q1 2026 in Review
Twin Peaks Wealth Advisors opened a new position in Novartis (NVS) in Q1 2026: 1,243 shares worth $190K. The stake represents 0.05% of the portfolio and ranks #192 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in NVS as recently as Q2 2025.
Twin Peaks Wealth Advisors first reported a position in NVS in Q2 2025 and has held it in 2 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- Twin Peaks Wealth Advisors held 1,243 shares of Novartis worth $190K as of Q1 2026.
- Novartis was a new Twin Peaks Wealth Advisors position in Q1 2026.
- Novartis made up 0.05% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #192 holding.
- Twin Peaks Wealth Advisors first reported a position in Novartis in Q2 2025 and has held it in 2 quarters since.
- 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.