Avestar Capital’s Novartis NVS Stock Holding History

Avestar 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	$302K	Buy	+1,929	New	+$289K	0.02%	467
2020 Q3	–	Sell	-2,418	Closed	-$211K	–	245
2020 Q2	$211K	Sell	2,418 -693	-22%	-$59.8K	0.09%	167
2020 Q1	$256K	Sell	3,111 -60	-2%	-$5.35K	0.14%	129
2019 Q4	$300K	Buy	3,171 +180	+6%	+$16.2K	0.17%	116
2019 Q3	$260K	Buy	2,991 +2,755	+1,167%	+$247K	0.16%	117
2019 Q2	$20K	Sell	236 -27	-10%	-$2.29K	0.01%	394
2019 Q1	$20K	Hold	263	–	–	0.01%	377
2018 Q4	$18K	Hold	263	–	–	0.01%	351
2018 Q3	$18K	Buy	263 +15	+6%	+$1.11K	0.01%	379
2018 Q2	$14K	Buy	248 +138	+125%	+$9.52K	0.01%	414
2018 Q1	$8K	Sell	110 -47	-30%	-$3.58K	0.01%	467
2017 Q4	$10K	Buy	+157	New	+$11.8K	0.01%	447

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Avestar Capital's NVS Position: Q2 2026 in Review

Avestar Capital opened a new position in Novartis (NVS) in Q2 2026: 1,929 shares worth $302K. The stake represents 0.02% of the portfolio and ranks #467 among its holdings. This is a return to the name: Avestar Capital previously reported a position in NVS as recently as Q2 2020.

Avestar Capital first reported a position in NVS in Q4 2017 and has held it in 12 quarters since. 1,621 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Avestar Capital held 1,929 shares of Novartis worth $302K as of Q2 2026.
Novartis was a new Avestar Capital position in Q2 2026.
Novartis made up 0.02% of Avestar Capital's portfolio in Q2 2026, its #467 holding.
Avestar Capital first reported a position in Novartis in Q4 2017 and has held it in 12 quarters since.
1,621 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.