James T. Borello RIA’s Novartis NVS Stock Holding History

James T. Borello RIA’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	$467K	Sell	3,273 -287	-8%	-$43.5K	0.1%	72
2026 Q2	$558K	Buy	3,560 +33	+0.9%	+$4.95K	0.12%	64
2026 Q1	$539K	Buy	3,527 +937	+36%	+$144K	0.14%	61
2025 Q4	$357K	Buy	2,590 +15	+0.6%	+$1.96K	0.09%	72
2025 Q3	$330K	Hold	2,575	–	–	0.09%	71
2025 Q2	$312K	Hold	2,575	–	–	0.09%	70
2025 Q1	$287K	Hold	2,575	–	–	0.09%	68
2024 Q4	$251K	Hold	2,575	–	–	0.09%	68
2024 Q3	$296K	Hold	2,575	–	–	0.12%	62
2024 Q2	$274K	Hold	2,575	–	–	0.12%	59
2024 Q1	$249K	Buy	+2,575	New	+$264K	0.11%	61

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

James T. Borello RIA's NVS Position: Q3 2026 in Review

James T. Borello RIA reduced its Novartis (NVS) stake by 8.1% in Q3 2026, selling an estimated $43.5K and leaving 3,273 shares worth $467K. The position accounts for 0.1% of the portfolio, ranked #72.

James T. Borello RIA first reported a position in NVS in Q1 2024 and has held it in 11 quarters since. The position peaked at $558K in Q2 2026. 447 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

James T. Borello RIA held 3,273 shares of Novartis worth $467K as of Q3 2026.
James T. Borello RIA sold 287 Novartis shares in Q3 2026, an estimated $43.5K.
Novartis made up 0.1% of James T. Borello RIA's portfolio in Q3 2026, its #72 holding.
James T. Borello RIA first reported a position in Novartis in Q1 2024 and has held it in 11 quarters since.
James T. Borello RIA's Novartis position peaked at $558K in Q2 2026.
447 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.