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 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 $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AlphaCore Capital's NVS Position: Q1 2026 in Review

AlphaCore Capital reduced its Novartis (NVS) stake by 69% in Q1 2026, selling an estimated $2.31M and leaving 6,770 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #377.

AlphaCore Capital first reported a position in NVS in Q1 2020 and has held it in 6 quarters since. The position peaked at $3.01M in Q4 2025. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

AlphaCore Capital held 6,770 shares of Novartis worth $1.03M as of Q1 2026.
AlphaCore Capital sold 15,065 Novartis shares in Q1 2026, an estimated $2.31M.
Novartis made up 0.02% of AlphaCore Capital's portfolio in Q1 2026, its #377 holding.
AlphaCore Capital first reported a position in Novartis in Q1 2020 and has held it in 6 quarters since.
AlphaCore Capital's Novartis position peaked at $3.01M in Q4 2025.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.