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Aptus Capital Advisors’s Novartis NVS Stock Holding History

Aptus Capital Advisors’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 		$2.44M Buy
15,944
+8
+0.1% +$1.23K 0.02% 444
2025
Q4 		$2.2M Buy
15,936
+646
+4% +$84.6K 0.02% 429
2025
Q3 		$1.96M Sell
15,290
-866
-5% -$106K 0.01% 440
2025
Q2 		$1.96M Sell
16,156
-242
-1% -$27.3K 0.02% 426
2025
Q1 		$1.83M Buy
16,398
+372
+2% +$39.6K 0.02% 410
2024
Q4 		$1.56M Buy
16,026
+11,479
+252% +$1.22M 0.02% 439
2024
Q3 		$523K Sell
4,547
-69
-1% -$7.83K 0.01% 526
2024
Q2 		$491K Buy
4,616
+52
+1% +$5.22K 0.01% 517
2024
Q1 		$441K Buy
4,564
+621
+16% +$63.7K 0.01% 543
2023
Q4 		$398K Sell
3,943
-182
-4% -$17.6K 0.01% 419
2023
Q3 		$398K Buy
4,125
+579
+16% +$58.8K 0.01% 429
2023
Q2 		$358K Buy
3,546
+1,014
+40% +$101K 0.01% 369
2023
Q1 		$233K Sell
2,532
-537
-17% -$46.9K 0.01% 446
2022
Q4 		$278K Buy
3,069
+26
+0.9% +$2.19K 0.01% 423
2022
Q3 		$231K Buy
3,043
+271
+10% +$22.5K 0.01% 419
2022
Q2 		$234K Buy
2,772
+46
+2% +$4.04K 0.01% 353
2022
Q1 		$239K Buy
2,726
+139
+5% +$12K 0.01% 391
2021
Q4 		$226K Hold
2,587
– – 0.01% 350
2021
Q3 		$212K Sell
2,587
-7
-0.3% -$630 0.01% 347
2021
Q2 		$237K Sell
2,594
-1
-0% -$89 0.01% 338
2021
Q1 		$222K Hold
2,595
– – 0.01% 324
2020
Q4 		$245K Buy
2,595
+1
+0% +$87 0.01% 284
2020
Q3 		$225K Sell
2,594
-17
-0.7% -$1.47K 0.01% 284
2020
Q2 		$228K Buy
2,611
+14
+0.5% +$1.21K 0.01% 251
2020
Q1 		$214K Sell
2,597
-244
-9% -$21.8K 0.02% 254
2019
Q4 		$269K Buy
2,841
+4
+0.1% +$359 0.02% 318
2019
Q3 		$246K Sell
2,837
-24
-0.8% -$2.15K 0.01% 339
2019
Q2 		$261K Sell
2,861
-2,095
-42% -$177K 0.04% 290
2019
Q1 		$426K Buy
+4,956
New +$398K 0.07% 221

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aptus Capital Advisors's NVS Position: Q1 2026 in Review

Aptus Capital Advisors increased its Novartis (NVS) stake by 0.05% in Q1 2026, buying an estimated $1.23K and bringing the position to 15,944 shares worth $2.44M. The position accounts for 0.02% of the portfolio, ranked #444.

Aptus Capital Advisors first reported a position in NVS in Q1 2019 and has held it in 29 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Aptus Capital Advisors held 15,944 shares of Novartis worth $2.44M as of Q1 2026.
  • Aptus Capital Advisors bought 8 Novartis shares in Q1 2026, an estimated $1.23K.
  • Novartis made up 0.02% of Aptus Capital Advisors's portfolio in Q1 2026, its #444 holding.
  • Aptus Capital Advisors first reported a position in Novartis in Q1 2019 and has held it in 29 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.