CIA
NVS icon

Cape Investment Advisory’s Novartis NVS Stock Holding History

Cape Investment Advisory’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 		$117K Buy
+747
New +$112K 0.03% 318
2026
Q1 		– Sell
-1,015
Closed -$140K – 871
2025
Q4 		$140K Buy
1,015
+194
+24% +$25.4K 0.04% 246
2025
Q3 		$105K Sell
821
-80
-9% -$9.76K 0.1% 157
2025
Q2 		$109K Buy
901
+94
+12% +$10.6K 0.04% 251
2025
Q1 		$90K Buy
807
+124
+18% +$13.2K 0.04% 261
2024
Q4 		$66.5K Buy
683
+66
+11% +$7.04K 0.03% 296
2024
Q3 		$71K Buy
617
+283
+85% +$32.1K 0.03% 279
2024
Q2 		$35.6K Sell
334
-16
-5% -$1.61K 0.02% 345
2024
Q1 		$33.9K Sell
350
-27
-7% -$2.77K 0.02% 361
2023
Q4 		$38.1K Buy
377
+19
+5% +$1.83K 0.02% 402
2023
Q3 		$36.5K Buy
358
+44
+14% +$4.47K 0.02% 343
2023
Q2 		$31.7K Buy
314
+86
+38% +$8.6K 0.02% 363
2023
Q1 		$21K Buy
+228
New +$19.9K 0.01% 412

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

Cape Investment Advisory's NVS Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Novartis (NVS) in Q2 2026: 747 shares worth $117K. The stake represents 0.03% of the portfolio and ranks #318 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in NVS as recently as Q4 2025.

Cape Investment Advisory first reported a position in NVS in Q1 2023 and has held it in 13 quarters since. The position peaked at $140K in Q4 2025. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Cape Investment Advisory held 747 shares of Novartis worth $117K as of Q2 2026.
  • Novartis was a new Cape Investment Advisory position in Q2 2026.
  • Novartis made up 0.03% of Cape Investment Advisory's portfolio in Q2 2026, its #318 holding.
  • Cape Investment Advisory first reported a position in Novartis in Q1 2023 and has held it in 13 quarters since.
  • Cape Investment Advisory's Novartis position peaked at $140K in Q4 2025.
  • 1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.