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Capital Performance Advisors’s Novartis NVS Stock Holding History

Capital Performance Advisors’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 		$241K Sell
1,536
-748
-33% -$112K 0.02% 265
2026
Q1 		$349K Buy
2,284
+311
+16% +$47.7K 0.02% 288
2025
Q4 		$272K Buy
1,973
+328
+20% +$43K 0.02% 334
2025
Q3 		$211K Buy
+1,645
New +$201K 0.03% 307

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 Performance Advisors's NVS Position: Q2 2026 in Review

Capital Performance Advisors reduced its Novartis (NVS) stake by 33% in Q2 2026, selling an estimated $112K and leaving 1,536 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #265.

Capital Performance Advisors first reported a position in NVS in Q3 2025 and has held it in 4 quarters since. The position peaked at $349K in Q1 2026. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Capital Performance Advisors held 1,536 shares of Novartis worth $241K as of Q2 2026.
  • Capital Performance Advisors sold 748 Novartis shares in Q2 2026, an estimated $112K.
  • Novartis made up 0.02% of Capital Performance Advisors's portfolio in Q2 2026, its #265 holding.
  • Capital Performance Advisors first reported a position in Novartis in Q3 2025 and has held it in 4 quarters since.
  • Capital Performance Advisors's Novartis position peaked at $349K in Q1 2026.
  • 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.