West Paces Advisors
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West Paces Advisors’s Novartis NVS Stock Holding History

West Paces Advisors’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 		$14.3K Sell
100
-20
-17% -$3.03K ﹤0.01% 373
2026
Q2 		$18.8K Buy
+120
New +$18K ﹤0.01% 348
2025
Q2 		– Sell
-100
Closed -$11.1K – 441
2025
Q1 		$11.1K Hold
100
– – ﹤0.01% 336
2024
Q4 		$9.7K Hold
100
– – ﹤0.01% 353
2024
Q3 		$11.5K Hold
100
– – ﹤0.01% 337
2024
Q2 		$10.6K Hold
100
– – ﹤0.01% 346
2024
Q1 		$9.7K Hold
100
– – ﹤0.01% 363
2023
Q4 		$10.1K Hold
100
– – ﹤0.01% 362
2023
Q3 		$10.2K Hold
100
– – ﹤0.01% 347
2023
Q2 		$10.1K Hold
100
– – ﹤0.01% 366
2023
Q1 		$9.2K Hold
100
– – ﹤0.01% 375
2022
Q4 		$9.07K Hold
100
– – ﹤0.01% 361
2022
Q3 		$7.6K Hold
100
– – ﹤0.01% 365
2022
Q2 		$8.45K Sell
100
-31
-24% -$2.72K ﹤0.01% 378
2022
Q1 		$11.5K Buy
+131
New +$11.3K ﹤0.01% 360
2020
Q3 		– Sell
-82
Closed -$7.16K – 428
2020
Q2 		$7.16K Sell
82
-156
-66% -$13.5K ﹤0.01% 343
2020
Q1 		$19.6K Buy
238
+18
+8% +$1.61K 0.01% 247
2019
Q4 		$20.8K Buy
+220
New +$19.7K 0.01% 271

Other funds holding NVS

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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

West Paces Advisors's NVS Position: Q3 2026 in Review

West Paces Advisors reduced its Novartis (NVS) stake by 17% in Q3 2026, selling an estimated $3.03K and leaving 100 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

West Paces Advisors first reported a position in NVS in Q4 2019 and has held it in 18 quarters since. The position peaked at $20.8K in Q4 2019. 893 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • West Paces Advisors held 100 shares of Novartis worth $14.3K as of Q3 2026.
  • West Paces Advisors sold 20 Novartis shares in Q3 2026, an estimated $3.03K.
  • Novartis made up ﹤0.01% of West Paces Advisors's portfolio in Q3 2026, its #373 holding.
  • West Paces Advisors first reported a position in Novartis in Q4 2019 and has held it in 18 quarters since.
  • West Paces Advisors's Novartis position peaked at $20.8K in Q4 2019.
  • 893 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on West Paces Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.