American Capital Advisory’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$11.8K Sell
75
-21
-22% -$3.15K ﹤0.01% 342
2026
Q1
$14.7K Buy
96
+70
+269% +$10.7K 0.01% 316
2025
Q4
$3.58K Buy
26
+2
+8% +$262 ﹤0.01% 405
2025
Q3
$3.08K Buy
+24
New +$2.93K ﹤0.01% 388
2024
Q2
Sell
-29
Closed -$2.67K 487
2024
Q1
$2.67K Buy
+29
New +$2.97K ﹤0.01% 353

Other funds holding NVS

American Capital Advisory's NVS Position: Q2 2026 in Review

American Capital Advisory reduced its Novartis (NVS) stake by 22% in Q2 2026, selling an estimated $3.15K and leaving 75 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

American Capital Advisory first reported a position in NVS in Q1 2024 and has held it in 5 quarters since. The position peaked at $14.7K in Q1 2026. 1,621 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • American Capital Advisory held 75 shares of Novartis worth $11.8K as of Q2 2026.
  • American Capital Advisory sold 21 Novartis shares in Q2 2026, an estimated $3.15K.
  • Novartis made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #342 holding.
  • American Capital Advisory first reported a position in Novartis in Q1 2024 and has held it in 5 quarters since.
  • American Capital Advisory's Novartis position peaked at $14.7K in Q1 2026.
  • 1,621 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.