AlphaCore Capital’s Novartis NVS Stock Holding History

AlphaCore 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	$1.3M	Sell	9,101 -557	-6%	-$84.5K	0.02%	451
2026 Q2	$1.51M	Buy	9,658 +2,888	+43%	+$433K	0.03%	367
2026 Q1	$1.03M	Sell	6,770 -15,065	-69%	-$2.31M	0.02%	377
2025 Q4	$3.01M	Sell	21,835 -1,129	-5%	-$148K	0.07%	217
2025 Q3	$2.94M	Buy	22,964 +15,235	+197%	+$1.86M	0.1%	160
2025 Q2	$935K	Buy	7,729 +3,029	+64%	+$341K	0.04%	267
2025 Q1	$524K	Buy	+4,700	New	+$500K	0.04%	261
2020 Q2	–	Sell	-55	Closed	-$5K	–	230
2020 Q1	$5K	Buy	+55	New	+$4.91K	﹤0.01%	258

Other funds holding NVS

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

TCTC Holdings Dallas, Texas $4.25B AUM 42% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

AlphaCore Capital's NVS Position: Q3 2026 in Review

AlphaCore Capital reduced its Novartis (NVS) stake by 5.8% in Q3 2026, selling an estimated $84.5K and leaving 9,101 shares worth $1.3M. The position accounts for 0.02% of the portfolio, ranked #451.

AlphaCore Capital first reported a position in NVS in Q1 2020 and has held it in 8 quarters since. The position peaked at $3.01M in Q4 2025. 939 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

AlphaCore Capital held 9,101 shares of Novartis worth $1.3M as of Q3 2026.
AlphaCore Capital sold 557 Novartis shares in Q3 2026, an estimated $84.5K.
Novartis made up 0.02% of AlphaCore Capital's portfolio in Q3 2026, its #451 holding.
AlphaCore Capital first reported a position in Novartis in Q1 2020 and has held it in 8 quarters since.
AlphaCore Capital's Novartis position peaked at $3.01M in Q4 2025.
939 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.