WPC
NVS icon

Wedmont Private Capital’s Novartis NVS Stock Holding History

Wedmont Private Capital’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 		$1.27M Buy
8,890
+2,996
+51% +$454K 0.03% 322
2026
Q2 		$908K Sell
5,894
-798
-12% -$120K 0.02% 373
2026
Q1 		$1.03M Sell
6,692
-724
-10% -$111K 0.03% 308
2025
Q4 		$1.05M Buy
7,416
+949
+15% +$124K 0.04% 279
2025
Q3 		$851K Sell
6,467
-66
-1% -$8.05K 0.03% 319
2025
Q2 		$803K Buy
6,533
+32
+0.5% +$3.61K 0.03% 312
2025
Q1 		$699K Buy
6,501
+153
+2% +$16.3K 0.04% 297
2024
Q4 		$629K Buy
6,348
+158
+3% +$16.8K 0.03% 312
2024
Q3 		$705K Buy
6,190
+316
+5% +$35.9K 0.04% 278
2024
Q2 		$656K Buy
5,874
+857
+17% +$86K 0.04% 277
2024
Q1 		$481K Buy
5,017
+8
+0.2% +$820 0.04% 327
2023
Q4 		$536K Buy
5,009
+1,278
+34% +$123K 0.04% 290
2023
Q3 		$364K Buy
3,731
+832
+29% +$84.5K 0.04% 328
2023
Q2 		$287K Buy
+2,899
New +$290K 0.03% 386

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

Wedmont Private Capital's NVS Position: Q3 2026 in Review

Wedmont Private Capital increased its Novartis (NVS) stake by 51% in Q3 2026, buying an estimated $454K and bringing the position to 8,890 shares worth $1.27M. The position accounts for 0.03% of the portfolio, ranked #322.

Wedmont Private Capital first reported a position in NVS in Q2 2023 and has held it in 14 quarters since. 83 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Wedmont Private Capital held 8,890 shares of Novartis worth $1.27M as of Q3 2026.
  • Wedmont Private Capital bought 2,996 Novartis shares in Q3 2026, an estimated $454K.
  • Novartis made up 0.03% of Wedmont Private Capital's portfolio in Q3 2026, its #322 holding.
  • Wedmont Private Capital first reported a position in Novartis in Q2 2023 and has held it in 14 quarters since.
  • 83 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.