Virtus ETF Advisers
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Virtus ETF Advisers’s Novartis NVS Stock Holding History

Virtus ETF Advisers’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 		$3.56K Hold
25
– – ﹤0.01% 492
2026
Q2 		$3.92K Buy
25
+18
+257% +$2.7K ﹤0.01% 490
2026
Q1 		$1.07K Hold
7
– – ﹤0.01% 484
2025
Q4 		$965 Buy
+7
New +$917 ﹤0.01% 486

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

Virtus ETF Advisers's NVS Position: Q3 2026 in Review

Virtus ETF Advisers held its Novartis (NVS) position steady in Q3 2026 at 25 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Virtus ETF Advisers first reported a position in NVS in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.92K in Q2 2026. 995 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Virtus ETF Advisers held 25 shares of Novartis worth $3.56K as of Q3 2026.
  • Virtus ETF Advisers left its Novartis share count unchanged in Q3 2026.
  • Novartis made up ﹤0.01% of Virtus ETF Advisers's portfolio in Q3 2026, its #492 holding.
  • Virtus ETF Advisers first reported a position in Novartis in Q4 2025 and has held it in 4 quarters since.
  • Virtus ETF Advisers's Novartis position peaked at $3.92K in Q2 2026.
  • 995 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Virtus ETF Advisers's 13F filing for Q3 2026, filed 9 Nov 2026.