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 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 $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AlphaCore Capital's NVS Position: Q2 2026 in Review

AlphaCore Capital increased its Novartis (NVS) stake by 43% in Q2 2026, buying an estimated $433K and bringing the position to 9,658 shares worth $1.51M. The position accounts for 0.03% of the portfolio, ranked #367.

AlphaCore Capital first reported a position in NVS in Q1 2020 and has held it in 7 quarters since. The position peaked at $3.01M in Q4 2025. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

AlphaCore Capital held 9,658 shares of Novartis worth $1.51M as of Q2 2026.
AlphaCore Capital bought 2,888 Novartis shares in Q2 2026, an estimated $433K.
Novartis made up 0.03% of AlphaCore Capital's portfolio in Q2 2026, its #367 holding.
AlphaCore Capital first reported a position in Novartis in Q1 2020 and has held it in 7 quarters since.
AlphaCore Capital's Novartis position peaked at $3.01M in Q4 2025.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.