Capital Wealth Planning’s Novartis NVS Stock Holding History

Capital Wealth Planning’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	$23.8M	Buy	151,974 +26,555	+21%	+$3.98M	0.12%	65
2026 Q1	$19.2M	Sell	125,419 -38,126	-23%	-$5.84M	0.11%	60
2025 Q4	$22.7M	Buy	163,545 +44,640	+38%	+$5.85M	0.15%	37
2025 Q3	$15.2M	Buy	118,905 +28,520	+32%	+$3.48M	0.11%	37
2025 Q2	$10.9M	Buy	90,385 +38,925	+76%	+$4.39M	0.09%	34
2025 Q1	$5.74M	Buy	51,460 +12,870	+33%	+$1.37M	0.05%	40
2024 Q4	$3.76M	Buy	38,590 +3,120	+9%	+$333K	0.03%	53
2024 Q3	$4.08M	Buy	35,470 +11,607	+49%	+$1.32M	0.04%	46
2024 Q2	$2.54M	Buy	23,863 +3,839	+19%	+$385K	0.03%	66
2024 Q1	$1.94M	Buy	20,024 +4,088	+26%	+$419K	0.02%	67
2023 Q4	$1.61M	Buy	15,936 +5,142	+48%	+$496K	0.02%	68
2023 Q3	$1.1M	Buy	10,794 +5,301	+97%	+$538K	0.01%	57
2023 Q2	$554K	Buy	5,493 +1,896	+53%	+$190K	0.01%	87
2023 Q1	$331K	Buy	+3,597	New	+$314K	﹤0.01%	116

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 Wealth Planning's NVS Position: Q2 2026 in Review

Capital Wealth Planning increased its Novartis (NVS) stake by 21% in Q2 2026, buying an estimated $3.98M and bringing the position to 151,974 shares worth $23.8M. The position accounts for 0.12% of the portfolio, ranked #65.

Capital Wealth Planning first reported a position in NVS in Q1 2023 and has held it in 14 quarters since. 1,618 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Capital Wealth Planning held 151,974 shares of Novartis worth $23.8M as of Q2 2026.
Capital Wealth Planning bought 26,555 Novartis shares in Q2 2026, an estimated $3.98M.
Novartis made up 0.12% of Capital Wealth Planning's portfolio in Q2 2026, its #65 holding.
Capital Wealth Planning first reported a position in Novartis in Q1 2023 and has held it in 14 quarters since.
1,618 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

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