Argyle Capital Partners’s Novartis NVS Stock Holding History

Argyle Capital Partners’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 Q3	$583K	Sell	4,086 -8	-0.2%	-$1.21K	0.36%	85
2026 Q2	$642K	Hold	4,094	–	–	0.4%	77
2026 Q1	$625K	Buy	4,094 +33	+0.8%	+$5.06K	0.45%	74
2025 Q4	$560K	Hold	4,061	–	–	0.41%	76
2025 Q3	$521K	Hold	4,061	–	–	0.37%	77
2025 Q2	$491K	Hold	4,061	–	–	0.4%	73
2025 Q1	$453K	Hold	4,061	–	–	0.39%	74
2024 Q4	$395K	Buy	+4,061	New	+$433K	0.34%	87

Other funds holding NVS

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Argyle Capital Partners's NVS Position: Q3 2026 in Review

Argyle Capital Partners reduced its Novartis (NVS) stake by 0.2% in Q3 2026, selling an estimated $1.21K and leaving 4,086 shares worth $583K. The position accounts for 0.36% of the portfolio, ranked #85.

Argyle Capital Partners first reported a position in NVS in Q4 2024 and has held it in 8 quarters since. The position peaked at $642K in Q2 2026. 1,075 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

Argyle Capital Partners held 4,086 shares of Novartis worth $583K as of Q3 2026.
Argyle Capital Partners sold 8 Novartis shares in Q3 2026, an estimated $1.21K.
Novartis made up 0.36% of Argyle Capital Partners's portfolio in Q3 2026, its #85 holding.
Argyle Capital Partners first reported a position in Novartis in Q4 2024 and has held it in 8 quarters since.
Argyle Capital Partners's Novartis position peaked at $642K in Q2 2026.
1,075 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Argyle Capital Partners's 13F filing for Q3 2026, filed 23 Oct 2026.