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BTC Capital Management’s Novartis NVS Stock Holding History

BTC 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 		$2.65M Buy
16,933
+393
+2% +$58.9K 0.16% 105
2026
Q1 		$2.53M Sell
16,540
-838
-5% -$128K 0.17% 106
2025
Q4 		$2.4M Buy
17,378
+99
+0.6% +$13K 0.17% 107
2025
Q3 		$2.22M Buy
17,279
+1,528
+10% +$186K 0.15% 111
2025
Q2 		$1.91M Buy
15,751
+368
+2% +$41.5K 0.16% 109
2025
Q1 		$1.71M Buy
15,383
+473
+3% +$50.4K 0.16% 111
2024
Q4 		$1.45M Buy
14,910
+1,608
+12% +$171K 0.13% 111
2024
Q3 		$1.53M Buy
13,302
+821
+7% +$93.2K 0.14% 113
2024
Q2 		$1.33M Sell
12,481
-420
-3% -$42.2K 0.12% 118
2024
Q1 		$1.25M Buy
+12,901
New +$1.32M 0.11% 123
2023
Q3 		$1.18M Buy
11,575
+462
+4% +$46.9K 0.14% 122
2023
Q2 		$1.12M Sell
11,113
-143
-1% -$14.3K 0.12% 127
2023
Q1 		$1.02M Sell
11,256
-934
-8% -$81.6K 0.12% 125
2022
Q4 		$1.11M Buy
12,190
+624
+5% +$52.6K 0.13% 124
2022
Q3 		$879K Buy
11,566
+893
+8% +$74K 0.11% 128
2022
Q2 		$901K Sell
10,673
-10,075
-49% -$884K 0.11% 128
2022
Q1 		$1.83M Buy
20,748
+10,065
+94% +$871K 0.18% 115
2021
Q4 		$938K Buy
10,683
+568
+6% +$47.2K 0.09% 138
2021
Q3 		$827K Buy
10,115
+205
+2% +$18.4K 0.09% 135
2021
Q2 		$906K Sell
9,910
-1,832
-16% -$163K 0.1% 124
2021
Q1 		$1M Buy
11,742
+678
+6% +$60.8K 0.11% 123
2020
Q4 		$1.05M Buy
11,064
+1,197
+12% +$105K 0.12% 118
2020
Q3 		$860K Buy
9,867
+3,566
+57% +$309K 0.12% 118
2020
Q2 		$550K Buy
+6,301
New +$544K 0.08% 125
2020
Q1 		– Sell
-4,612
Closed -$434K – 177
2019
Q4 		$434K Buy
4,612
+1,682
+57% +$151K 0.06% 147
2019
Q3 		$255K Sell
2,930
-2,190
-43% -$197K 0.04% 161
2019
Q2 		$469K Buy
5,120
+1,878
+58% +$159K 0.08% 139
2019
Q1 		$279K Sell
3,242
-150
-4% -$12K 0.04% 158
2018
Q4 		$259K Buy
3,392
+419
+14% +$32.6K 0.05% 156
2018
Q3 		$229K Sell
2,973
-456
-13% -$33.7K 0.04% 162
2018
Q2 		$235K Sell
3,429
-2,559
-43% -$177K 0.06% 135
2018
Q1 		$433K Buy
5,988
+204
+4% +$15.5K 0.07% 151
2017
Q4 		$434K Buy
5,784
+3,052
+112% +$230K 0.07% 139
2017
Q3 		$208K Sell
2,732
-251
-8% -$19K 0.04% 161
2017
Q2 		$223K Buy
+2,983
New +$211K 0.04% 161
2016
Q3 		– Sell
-7,559
Closed -$560K – 180
2016
Q2 		$560K Buy
7,559
+3,525
+87% +$244K 0.12% 109
2016
Q1 		$261K Buy
4,034
+247
+7% +$16.8K 0.06% 130
2015
Q4 		$292K Sell
3,787
-1,948
-34% -$155K 0.07% 139
2015
Q3 		$475K Buy
+5,735
New +$510K 0.11% 128

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

BTC Capital Management increased its Novartis (NVS) stake by 2.4% in Q2 2026, buying an estimated $58.9K and bringing the position to 16,933 shares worth $2.65M. The position accounts for 0.16% of the portfolio, ranked #105.

BTC Capital Management first reported a position in NVS in Q3 2015 and has held it in 39 quarters since. 847 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • BTC Capital Management held 16,933 shares of Novartis worth $2.65M as of Q2 2026.
  • BTC Capital Management bought 393 Novartis shares in Q2 2026, an estimated $58.9K.
  • Novartis made up 0.16% of BTC Capital Management's portfolio in Q2 2026, its #105 holding.
  • BTC Capital Management first reported a position in Novartis in Q3 2015 and has held it in 39 quarters since.
  • 847 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on BTC Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.