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Aviance Capital Partners’s Novartis NVS Stock Holding History

Aviance 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
Q2 		$203K Buy
+1,297
New +$194K 0.02% 377
2019
Q4 		– Sell
-2,313
Closed -$201K – 232
2019
Q3 		$201K Buy
+2,313
New +$208K 0.06% 210

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

Aviance Capital Partners's NVS Position: Q2 2026 in Review

Aviance Capital Partners opened a new position in Novartis (NVS) in Q2 2026: 1,297 shares worth $203K. The stake represents 0.02% of the portfolio and ranks #377 among its holdings. This is a return to the name: Aviance Capital Partners previously reported a position in NVS as recently as Q3 2019.

Aviance Capital Partners first reported a position in NVS in Q3 2019 and has held it in 2 quarters since. 1,621 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Aviance Capital Partners held 1,297 shares of Novartis worth $203K as of Q2 2026.
  • Novartis was a new Aviance Capital Partners position in Q2 2026.
  • Novartis made up 0.02% of Aviance Capital Partners's portfolio in Q2 2026, its #377 holding.
  • Aviance Capital Partners first reported a position in Novartis in Q3 2019 and has held it in 2 quarters since.
  • 1,621 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.