Blume Capital Management’s Novartis NVS Stock Holding History

Blume Capital Management’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	$7.84K	Buy	+50	New	+$7.5K	﹤0.01%	292
2025 Q3	–	Sell	-1	Closed	-$122	–	411
2025 Q2	$122	Buy	+1	New	+$113	﹤0.01%	431
2024 Q2	–	Sell	-150	Closed	-$14.5K	–	323
2024 Q1	$14.5K	Sell	150 -600	-80%	-$61.5K	﹤0.01%	230
2023 Q4	$75.7K	Sell	750 -600	-44%	-$57.9K	0.02%	151
2023 Q3	$138K	Buy	1,350 +350	+35%	+$35.5K	0.04%	115
2023 Q2	$101K	Hold	1,000	–	–	0.03%	131
2023 Q1	$92K	Buy	1,000 +800	+400%	+$69.9K	0.03%	135
2022 Q4	$18.1K	Hold	200	–	–	0.01%	218
2022 Q3	$15K	Hold	200	–	–	0.01%	220
2022 Q2	$17K	Hold	200	–	–	0.01%	223
2022 Q1	$18K	Sell	200 -26,958	-99%	-$2.33M	0.01%	227
2021 Q4	$2.38M	Buy	27,158 +16,745	+161%	+$1.39M	0.78%	39
2021 Q3	$852K	Buy	10,413 +50	+0.5%	+$4.5K	0.31%	48
2021 Q2	$946K	Buy	10,363 +7,645	+281%	+$681K	0.35%	48
2021 Q1	$232K	Buy	2,718 +2,518	+1,259%	+$226K	0.09%	73
2020 Q4	$19K	Hold	200	–	–	0.01%	168
2020 Q3	$17K	Hold	200	–	–	0.01%	161
2020 Q2	$17K	Hold	200	–	–	0.01%	155
2020 Q1	$16K	Hold	200	–	–	0.01%	154
2019 Q4	$18K	Hold	200	–	–	0.01%	166
2019 Q3	$17K	Hold	200	–	–	0.01%	165
2019 Q2	$18K	Sell	200 -23	-10%	-$1.95K	0.01%	156
2019 Q1	$19K	Hold	223	–	–	0.01%	164
2018 Q4	$17K	Hold	223	–	–	0.01%	169
2018 Q3	$17K	Hold	223	–	–	0.01%	153
2018 Q2	$15K	Hold	223	–	–	0.01%	154
2018 Q1	$16K	Hold	223	–	–	0.01%	162
2017 Q4	$17K	Hold	223	–	–	0.01%	172
2017 Q3	$17K	Hold	223	–	–	0.01%	178
2017 Q2	$17K	Sell	223 -412	-65%	-$29.2K	0.01%	146
2017 Q1	$42K	Hold	635	–	–	0.02%	105
2016 Q4	$41K	Hold	635	–	–	0.02%	111
2016 Q3	$45K	Hold	635	–	–	0.03%	102
2016 Q2	$47K	Hold	635	–	–	0.03%	104
2016 Q1	$41K	Hold	635	–	–	0.03%	111
2015 Q4	$49K	Hold	635	–	–	0.03%	103
2015 Q3	$52K	Hold	635	–	–	0.04%	93
2015 Q2	$56K	Sell	635 -412	-39%	-$37.8K	0.04%	102
2015 Q1	$92K	Hold	1,047	–	–	0.06%	93
2014 Q4	$87K	Buy	1,047 +635	+154%	+$52.6K	0.06%	93
2014 Q3	$35K	Hold	412	–	–	0.03%	115
2014 Q2	$33K	Hold	412	–	–	0.03%	120
2014 Q1	$31K	Hold	412	–	–	0.02%	132
2013 Q4	$30K	Buy	+412	New	+$28.6K	0.02%	151

Other funds holding NVS

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Blume Capital Management's NVS Position: Q2 2026 in Review

Blume Capital Management opened a new position in Novartis (NVS) in Q2 2026: 50 shares worth $7.84K. The stake represents ﹤0.01% of the portfolio and ranks #292 among its holdings. This is a return to the name: Blume Capital Management previously reported a position in NVS as recently as Q2 2025.

Blume Capital Management first reported a position in NVS in Q4 2013 and has held it in 44 quarters since. The position peaked at $2.38M in Q4 2021. 734 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Blume Capital Management held 50 shares of Novartis worth $7.84K as of Q2 2026.
Novartis was a new Blume Capital Management position in Q2 2026.
Novartis made up ﹤0.01% of Blume Capital Management's portfolio in Q2 2026, its #292 holding.
Blume Capital Management first reported a position in Novartis in Q4 2013 and has held it in 44 quarters since.
Blume Capital Management's Novartis position peaked at $2.38M in Q4 2021.
734 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Blume Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.