VisionPoint Advisory Group’s Novartis NVS Stock Holding History

VisionPoint Advisory Group’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	$210K	Sell	1,473 -36	-2%	-$5.46K	0.03%	433
2026 Q2	$236K	Buy	1,509 +124	+9%	+$18.6K	0.04%	417
2026 Q1	$212K	Buy	+1,385	New	+$212K	0.04%	421
2024 Q3	–	Sell	-59	Closed	-$6.28K	–	600
2024 Q2	$6.28K	Hold	59	–	–	﹤0.01%	532
2024 Q1	$5.71K	Hold	59	–	–	﹤0.01%	518
2023 Q4	$5.96K	Buy	+59	New	+$5.7K	﹤0.01%	469
2020 Q2	–	Sell	-2,509	Closed	-$207K	–	128
2020 Q1	$207K	Buy	+2,509	New	+$224K	0.1%	108
2019 Q3	–	Sell	-2,856	Closed	-$261K	–	138
2019 Q2	$261K	Sell	2,856 -42	-1%	-$3.56K	0.08%	108
2019 Q1	$250K	Buy	+2,898	New	+$233K	0.07%	112

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

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

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

VisionPoint Advisory Group's NVS Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Novartis (NVS) stake by 2.4% in Q3 2026, selling an estimated $5.46K and leaving 1,473 shares worth $210K. The position accounts for 0.03% of the portfolio, ranked #433.

VisionPoint Advisory Group first reported a position in NVS in Q1 2019 and has held it in 9 quarters since. The position peaked at $261K in Q2 2019. 83 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

VisionPoint Advisory Group held 1,473 shares of Novartis worth $210K as of Q3 2026.
VisionPoint Advisory Group sold 36 Novartis shares in Q3 2026, an estimated $5.46K.
Novartis made up 0.03% of VisionPoint Advisory Group's portfolio in Q3 2026, its #433 holding.
VisionPoint Advisory Group first reported a position in Novartis in Q1 2019 and has held it in 9 quarters since.
VisionPoint Advisory Group's Novartis position peaked at $261K in Q2 2019.
83 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.