Valley Wealth Managers’s Novartis NVS Stock Holding History

Valley Wealth Managers’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	$64.6K	Hold	453	–	–	﹤0.01%	215
2026 Q2	$71K	Hold	453	–	–	﹤0.01%	209
2026 Q1	$69.2K	Buy	453 +208	+85%	+$31.9K	﹤0.01%	206
2025 Q4	$33.8K	Hold	245	–	–	﹤0.01%	234
2025 Q3	$31.4K	Buy	+245	New	+$29.9K	﹤0.01%	226
2025 Q2	–	Sell	-36	Closed	-$4.01K	–	351
2025 Q1	$4.01K	Hold	36	–	–	﹤0.01%	303
2024 Q4	$3.5K	Hold	36	–	–	﹤0.01%	326
2024 Q3	$4.14K	Buy	+36	New	+$4.08K	﹤0.01%	324
2023 Q2	–	Sell	-193	Closed	-$17.8K	–	353
2023 Q1	$17.8K	Buy	+193	New	+$16.9K	﹤0.01%	261
2022 Q4	–	Sell	-260	Closed	-$20K	–	425
2022 Q3	$20K	Hold	260	–	–	﹤0.01%	288
2022 Q2	$22K	Buy	+260	New	+$22.8K	﹤0.01%	292
2015 Q1	–	Sell	-4,464	Closed	-$371K	–	106
2014 Q4	$371K	Hold	4,464	–	–	0.07%	95
2014 Q3	$377K	Hold	4,464	–	–	0.07%	92
2014 Q2	$362K	Hold	4,464	–	–	0.07%	99
2014 Q1	$340K	Hold	4,464	–	–	0.07%	93
2013 Q4	$322K	Buy	+4,464	New	+$310K	0.07%	94

Other funds holding NVS

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Valley Wealth Managers's NVS Position: Q3 2026 in Review

Valley Wealth Managers held its Novartis (NVS) position steady in Q3 2026 at 453 shares worth $64.6K. The position accounts for ﹤0.01% of the portfolio, ranked #215.

Valley Wealth Managers first reported a position in NVS in Q4 2013 and has held it in 16 quarters since. The position peaked at $377K in Q3 2014. 406 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

Valley Wealth Managers held 453 shares of Novartis worth $64.6K as of Q3 2026.
Valley Wealth Managers left its Novartis share count unchanged in Q3 2026.
Novartis made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #215 holding.
Valley Wealth Managers first reported a position in Novartis in Q4 2013 and has held it in 16 quarters since.
Valley Wealth Managers's Novartis position peaked at $377K in Q3 2014.
406 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.