Avestar Capital
NVS icon

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
Q3 		– Sell
-1,929
Closed -$302K – 573
2026
Q2 		$302K Buy
+1,929
New +$289K 0.02% 468
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% -$2.28K 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% +$9.5K 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
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
TCTC Holdings
TCTC Holdings Dallas, Texas $4.25B AUM 42% 1-Year Est. Return

Avestar Capital's NVS Position: Q3 2026 in Review

Avestar Capital sold out of Novartis (NVS) in Q3 2026, closing a stake of 1,929 shares — an estimated $302K sold.

Avestar Capital first reported a position in NVS in Q4 2017 and held it in 12 quarters. The position peaked at $302K in Q2 2026. 1,004 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Avestar Capital reported no remaining Novartis position as of Q3 2026 after selling out during the quarter.
  • Avestar Capital sold 1,929 Novartis shares in Q3 2026, an estimated $302K.
  • Avestar Capital first reported a position in Novartis in Q4 2017 and held it in 12 quarters.
  • Avestar Capital's Novartis position peaked at $302K in Q2 2026.
  • 1,004 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.