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Capital Advisors Inc’s Novartis NVS Stock Holding History

Capital Advisors Inc’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 		$306K Buy
1,953
+316
+19% +$47.4K ﹤0.01% 304
2026
Q1 		$250K Buy
+1,637
New +$251K ﹤0.01% 316
2025
Q4 		– Sell
-2,027
Closed -$260K – 355
2025
Q3 		$260K Buy
2,027
+83
+4% +$10.1K ﹤0.01% 279
2025
Q2 		$235K Sell
1,944
-122
-6% -$13.8K ﹤0.01% 293
2025
Q1 		$230K Buy
+2,066
New +$220K ﹤0.01% 288
2024
Q4 		– Sell
-1,898
Closed -$218K – 313
2024
Q3 		$218K Sell
1,898
-209
-10% -$23.7K ﹤0.01% 281
2024
Q2 		$224K Buy
+2,107
New +$211K ﹤0.01% 283
2023
Q4 		– Sell
-2,301
Closed -$234K – 295
2023
Q3 		$234K Buy
+2,301
New +$234K 0.01% 233
2022
Q1 		– Sell
-2,445
Closed -$214K – 273
2021
Q4 		$214K Buy
+2,445
New +$203K 0.01% 234
2020
Q4 		– Sell
-3,107
Closed -$270K – 223
2020
Q3 		$270K Buy
+3,107
New +$269K 0.01% 163

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 Advisors Inc's NVS Position: Q2 2026 in Review

Capital Advisors Inc increased its Novartis (NVS) stake by 19% in Q2 2026, buying an estimated $47.4K and bringing the position to 1,953 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

Capital Advisors Inc first reported a position in NVS in Q3 2020 and has held it in 10 quarters since. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Capital Advisors Inc held 1,953 shares of Novartis worth $306K as of Q2 2026.
  • Capital Advisors Inc bought 316 Novartis shares in Q2 2026, an estimated $47.4K.
  • Novartis made up ﹤0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #304 holding.
  • Capital Advisors Inc first reported a position in Novartis in Q3 2020 and has held it in 10 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.