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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → NVSEF
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC NVSEF Position History
Novartis AG
Quarters held
5
Latest value
$17.6M
Q3 2026
Peak value
$26.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $23.7M |
| Q4 2025 | $26.6M |
| Q1 2026 | $20.7M |
| Q2 2026 | $21.2M |
| Q3 2026 | $17.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $17.6M | 135.5K | — | — |
| Q2 2026 | $21.2M | 150.7K | — | — |
| Q1 2026 | $20.7M | 147.8K | — | — |
| Q4 2025 | $26.6M | 186.4K | — | — |
| Q3 2025 | $23.7M | 180.2K | — | — |
Other funds holding NVSEF
$1.9B
$1.7B
$1.7B
$1.4B
$1.4B
$1.3B