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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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 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. 509 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.
  • 509 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.