AC
NVS icon

Apella Capital’s Novartis NVS Stock Holding History

Apella 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 		$465K Buy
2,960
+52
+2% +$7.79K 0.01% 484
2026
Q1 		$442K Buy
2,908
+668
+30% +$102K 0.01% 480
2025
Q4 		$309K Sell
2,240
-50
-2% -$6.55K 0.01% 430
2025
Q3 		$299K Buy
2,290
+270
+13% +$32.9K 0.01% 393
2025
Q2 		$247K Sell
2,020
-519
-20% -$58.5K 0.01% 383
2025
Q1 		$264K Buy
+2,539
New +$270K 0.01% 330

Other funds holding NVS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Apella Capital's NVS Position: Q2 2026 in Review

Apella Capital increased its Novartis (NVS) stake by 1.8% in Q2 2026, buying an estimated $7.79K and bringing the position to 2,960 shares worth $465K. The position accounts for 0.01% of the portfolio, ranked #484.

Apella Capital first reported a position in NVS in Q1 2025 and has held it in 6 quarters since. 285 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Apella Capital held 2,960 shares of Novartis worth $465K as of Q2 2026.
  • Apella Capital bought 52 Novartis shares in Q2 2026, an estimated $7.79K.
  • Novartis made up 0.01% of Apella Capital's portfolio in Q2 2026, its #484 holding.
  • Apella Capital first reported a position in Novartis in Q1 2025 and has held it in 6 quarters since.
  • 285 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.