Capital Asset Advisory Services’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
Other funds holding NVS
Capital Asset Advisory Services's NVS Position: Q1 2026 in Review
Capital Asset Advisory Services reduced its Novartis (NVS) stake by 17% in Q1 2026, selling an estimated $54.9K and leaving 1,697 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #257.
Capital Asset Advisory Services first reported a position in NVS in Q4 2020 and has held it in 6 quarters since. The position peaked at $292K in Q4 2025. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- Capital Asset Advisory Services held 1,697 shares of Novartis worth $256K as of Q1 2026.
- Capital Asset Advisory Services sold 358 Novartis shares in Q1 2026, an estimated $54.9K.
- Novartis made up 0.01% of Capital Asset Advisory Services's portfolio in Q1 2026, its #257 holding.
- Capital Asset Advisory Services first reported a position in Novartis in Q4 2020 and has held it in 6 quarters since.
- Capital Asset Advisory Services's Novartis position peaked at $292K in Q4 2025.
- 1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on Capital Asset Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.