Capital Investment Advisory Services’s Novartis NVS Stock Holding History

Capital Investment Advisory Services’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	$477K	Sell	3,041 -9	-0.3%	-$1.35K	0.03%	453
2026 Q1	$466K	Sell	3,050 -176	-5%	-$27K	0.03%	408
2025 Q4	$445K	Sell	3,226 -36	-1%	-$4.71K	0.03%	407
2025 Q3	$418K	Buy	3,262 +13	+0.4%	+$1.59K	0.03%	404
2025 Q2	$393K	Buy	3,249 +1	+0%	+$113	0.03%	396
2025 Q1	$362K	Buy	3,248 +116	+4%	+$12.3K	0.03%	383
2024 Q4	$305K	Sell	3,132 -8	-0.3%	-$853	0.03%	394
2024 Q3	$361K	Sell	3,140 -74	-2%	-$8.4K	0.03%	371
2024 Q2	$342K	Sell	3,214 -16	-0.5%	-$1.61K	0.04%	365
2024 Q1	$312K	Sell	3,230 -62	-2%	-$6.36K	0.03%	388
2023 Q4	$332K	Sell	3,292 -323	-9%	-$31.2K	0.03%	381
2023 Q3	$368K	Sell	3,615 -62	-2%	-$6.29K	0.04%	343
2023 Q2	$371K	Buy	3,677 +151	+4%	+$15.1K	0.04%	326
2023 Q1	$324K	Sell	3,526 -714	-17%	-$62.4K	0.04%	345
2022 Q4	$385K	Sell	4,240 -100	-2%	-$8.42K	0.05%	327
2022 Q3	$330K	Sell	4,340 -284	-6%	-$23.5K	0.04%	336
2022 Q2	$391K	Buy	4,624 +28	+0.6%	+$2.46K	0.05%	307
2022 Q1	$403K	Buy	4,596 +126	+3%	+$10.9K	0.04%	331
2021 Q4	$391K	Sell	4,470 -99	-2%	-$8.22K	0.05%	322
2021 Q3	$374K	Buy	4,569 +155	+4%	+$13.9K	0.05%	317
2021 Q2	$403K	Sell	4,414 -125	-3%	-$11.1K	0.05%	315
2021 Q1	$388K	Sell	4,539 -199	-4%	-$17.9K	0.05%	290
2020 Q4	$447K	Buy	4,738 +90	+2%	+$7.86K	0.07%	264
2020 Q3	$404K	Sell	4,648 -371	-7%	-$32.1K	0.08%	233
2020 Q2	$438K	Buy	5,019 +329	+7%	+$28.4K	0.09%	195
2020 Q1	$387K	Buy	4,690 +30	+0.6%	+$2.68K	0.09%	195
2019 Q4	$441K	Buy	4,660 +342	+8%	+$30.7K	0.12%	178
2019 Q3	$375K	Sell	4,318 -18	-0.4%	-$1.62K	0.1%	181
2019 Q2	$408K	Buy	4,336 +2,996	+224%	+$254K	0.12%	173
2019 Q1	$115K	Hold	1,340	–	–	0.04%	302
2018 Q4	$103K	Buy	+1,340	New	+$104K	0.04%	288

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Investment Advisory Services's NVS Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its Novartis (NVS) stake by 0.3% in Q2 2026, selling an estimated $1.35K and leaving 3,041 shares worth $477K. The position accounts for 0.03% of the portfolio, ranked #453.

Capital Investment Advisory Services first reported a position in NVS in Q4 2018 and has held it in 31 quarters since. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Capital Investment Advisory Services held 3,041 shares of Novartis worth $477K as of Q2 2026.
Capital Investment Advisory Services sold 9 Novartis shares in Q2 2026, an estimated $1.35K.
Novartis made up 0.03% of Capital Investment Advisory Services's portfolio in Q2 2026, its #453 holding.
Capital Investment Advisory Services first reported a position in Novartis in Q4 2018 and has held it in 31 quarters since.
1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

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