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Capital Financial Group’s Novartis NVS Stock Holding History

Capital Financial Group’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 		$2.04M Sell
13,034
-469
-3% -$70.3K 1.07% 24
2026
Q1 		$2.06M Sell
13,503
-46
-0.3% -$7.05K 1.13% 24
2025
Q4 		$1.87M Buy
+13,549
New +$1.77M 1.04% 27

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 Financial Group's NVS Position: Q2 2026 in Review

Capital Financial Group reduced its Novartis (NVS) stake by 3.5% in Q2 2026, selling an estimated $70.3K and leaving 13,034 shares worth $2.04M. The position accounts for 1.07% of the portfolio, ranked #24.

Capital Financial Group first reported a position in NVS in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.06M in Q1 2026. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Capital Financial Group held 13,034 shares of Novartis worth $2.04M as of Q2 2026.
  • Capital Financial Group sold 469 Novartis shares in Q2 2026, an estimated $70.3K.
  • Novartis made up 1.07% of Capital Financial Group's portfolio in Q2 2026, its #24 holding.
  • Capital Financial Group first reported a position in Novartis in Q4 2025 and has held it in 3 quarters since.
  • Capital Financial Group's Novartis position peaked at $2.06M in Q1 2026.
  • 1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Capital Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.