ACA
NVS icon

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
Q2 		$2.7M Buy
17,200
+1,256
+8% +$188K 0.02% 461
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 $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Aptus Capital Advisors's NVS Position: Q2 2026 in Review

Aptus Capital Advisors increased its Novartis (NVS) stake by 7.9% in Q2 2026, buying an estimated $188K and bringing the position to 17,200 shares worth $2.7M. The position accounts for 0.02% of the portfolio, ranked #461.

Aptus Capital Advisors first reported a position in NVS in Q1 2019 and has held it in 30 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Aptus Capital Advisors held 17,200 shares of Novartis worth $2.7M as of Q2 2026.
  • Aptus Capital Advisors bought 1,256 Novartis shares in Q2 2026, an estimated $188K.
  • Novartis made up 0.02% of Aptus Capital Advisors's portfolio in Q2 2026, its #461 holding.
  • Aptus Capital Advisors first reported a position in Novartis in Q1 2019 and has held it in 30 quarters since.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.