Atlas Capital Advisors’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 | $185K | Sell |
1,181
-3,051
| -72% | -$457K | 0.02% | 482 |
|
|
2026
Q1 | $646K | Sell |
4,232
-300
| -7% | -$46K | 0.07% | 215 |
|
|
2025
Q4 | $625K | Buy |
+4,532
| New | +$593K | 0.07% | 226 |
|
|
2025
Q2 | $548K | Hold |
4,532
| – | – | 0.07% | 236 |
|
|
2025
Q1 | $505K | Hold |
4,532
| – | – | 0.06% | 254 |
|
|
2024
Q4 | $441K | Buy |
4,532
+3,800
| +519% | +$405K | 0.06% | 264 |
|
|
2024
Q3 | $84.2K | Sell |
732
-3,800
| -84% | -$431K | 0.01% | 515 |
|
|
2024
Q2 | $482K | Buy |
4,532
+3,800
| +519% | +$381K | 0.06% | 233 |
|
|
2024
Q1 | $70.8K | Sell |
732
-4,892
| -87% | -$502K | 0.01% | 525 |
|
|
2023
Q4 | $568K | Buy |
5,624
+1,604
| +40% | +$155K | 0.08% | 194 |
|
|
2023
Q3 | $409K | Hold |
4,020
| – | – | 0.07% | 226 |
|
|
2023
Q2 | $406K | Hold |
4,020
| – | – | 0.06% | 241 |
|
|
2023
Q1 | $370K | Hold |
4,020
| – | – | 0.06% | 248 |
|
|
2022
Q4 | $365K | Sell |
4,020
-167
| -4% | -$14.1K | 0.06% | 229 |
|
|
2022
Q3 | $318K | Sell |
4,187
-3,019
| -42% | -$250K | 0.06% | 258 |
|
|
2022
Q2 | $609K | Sell |
7,206
-4,582
| -39% | -$402K | 0.1% | 167 |
|
|
2022
Q1 | $1.03M | Hold |
11,788
| – | – | 0.16% | 113 |
|
|
2021
Q4 | $1.03M | Buy |
11,788
+2,719
| +30% | +$226K | 0.15% | 112 |
|
|
2021
Q3 | $742K | Buy |
9,069
+4,869
| +116% | +$438K | 0.12% | 143 |
|
|
2021
Q2 | $383K | Hold |
4,200
| – | – | 0.06% | 253 |
|
|
2021
Q1 | $359K | Sell |
4,200
-2,163
| -34% | -$194K | 0.07% | 238 |
|
|
2020
Q4 | $601K | Hold |
6,363
| – | – | 0.13% | 156 |
|
|
2020
Q3 | $553K | Hold |
6,363
| – | – | 0.13% | 169 |
|
|
2020
Q2 | $556K | Sell |
6,363
-147
| -2% | -$12.7K | 0.13% | 165 |
|
|
2020
Q1 | $537K | Sell |
6,510
-6,165
| -49% | -$550K | 0.16% | 144 |
|
|
2019
Q4 | $1.2M | Sell |
12,675
-1,013
| -7% | -$90.9K | 0.3% | 89 |
|
|
2019
Q3 | $1.19M | Buy |
13,688
+1,019
| +8% | +$91.5K | 0.36% | 80 |
|
|
2019
Q2 | $1.16M | Buy |
12,669
+710
| +6% | +$60.1K | 0.38% | 70 |
|
|
2019
Q1 | $1.03M | Buy |
11,959
+4,818
| +67% | +$387K | 0.37% | 77 |
|
|
2018
Q4 | $549K | Buy |
7,141
+2,677
| +60% | +$208K | 0.22% | 120 |
|
|
2018
Q3 | $350K | Hold |
4,464
| – | – | 0.12% | 218 |
|
|
2018
Q2 | $315K | Sell |
4,464
-4,638
| -51% | -$320K | 0.11% | 219 |
|
|
2018
Q1 | $659K | Buy |
+9,102
| New | +$693K | 0.2% | 159 |
|
Other funds holding NVS
Atlas Capital Advisors's NVS Position: Q2 2026 in Review
Atlas Capital Advisors reduced its Novartis (NVS) stake by 72% in Q2 2026, selling an estimated $457K and leaving 1,181 shares worth $185K. The position accounts for 0.02% of the portfolio, ranked #482.
Atlas Capital Advisors first reported a position in NVS in Q1 2018 and has held it in 33 quarters since. The position peaked at $1.2M in Q4 2019. 1,624 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- Atlas Capital Advisors held 1,181 shares of Novartis worth $185K as of Q2 2026.
- Atlas Capital Advisors sold 3,051 Novartis shares in Q2 2026, an estimated $457K.
- Novartis made up 0.02% of Atlas Capital Advisors's portfolio in Q2 2026, its #482 holding.
- Atlas Capital Advisors first reported a position in Novartis in Q1 2018 and has held it in 33 quarters since.
- Atlas Capital Advisors's Novartis position peaked at $1.2M in Q4 2019.
- 1,624 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.