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Capital Advantage’s Novartis NVS Stock Holding History

Capital Advantage’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 		– Sell
-1,846
Closed -$282K – 154
2026
Q1 		$282K Hold
1,846
– – 0.04% 127
2025
Q4 		$255K Buy
1,846
+89
+5% +$11.7K 0.03% 133
2025
Q3 		$225K Hold
1,757
– – 0.03% 135
2025
Q2 		$213K Buy
+1,757
New +$198K 0.03% 136

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

Capital Advantage's NVS Position: Q2 2026 in Review

Capital Advantage sold out of Novartis (NVS) in Q2 2026, closing a stake of 1,846 shares — an estimated $282K sold.

Capital Advantage first reported a position in NVS in Q2 2025 and held it in 4 quarters. The position peaked at $282K in Q1 2026. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Capital Advantage reported no remaining Novartis position as of Q2 2026 after selling out during the quarter.
  • Capital Advantage sold 1,846 Novartis shares in Q2 2026, an estimated $282K.
  • Capital Advantage first reported a position in Novartis in Q2 2025 and held it in 4 quarters.
  • Capital Advantage's Novartis position peaked at $282K in Q1 2026.
  • 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Capital Advantage's 13F filing for Q2 2026, filed 13 Jul 2026.