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Cardinal Capital Management Inc (North Carolina)’s Novartis NVS Stock Holding History

Cardinal Capital Management Inc (North Carolina)’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 		$7.78M Sell
49,670
-14
-0% -$2.1K 0.94% 38
2026
Q1 		$7.59M Buy
49,684
+19
+0% +$2.91K 0.98% 35
2025
Q4 		$6.85M Buy
49,665
+104
+0.2% +$13.6K 0.91% 38
2025
Q3 		$6.36M Buy
49,561
+548
+1% +$66.9K 0.88% 40
2025
Q2 		$5.93M Buy
49,013
+1,062
+2% +$120K 0.87% 39
2025
Q1 		$5.53M Buy
47,951
+142
+0.3% +$15.1K 0.86% 41
2024
Q4 		$4.65M Buy
47,809
+490
+1% +$52.3K 0.73% 48
2024
Q3 		$5.44M Buy
47,319
+444
+0.9% +$50.4K 0.85% 43
2024
Q2 		$4.99M Buy
46,875
+1,156
+3% +$116K 0.84% 43
2024
Q1 		$4.58M Buy
45,719
+3,870
+9% +$397K 0.75% 47
2023
Q4 		$4.23M Buy
41,849
+154
+0.4% +$14.9K 0.8% 43
2023
Q3 		$4.25M Buy
41,695
+816
+2% +$82.8K 0.86% 41
2023
Q2 		$4.13M Sell
40,879
-564
-1% -$56.4K 0.83% 42
2023
Q1 		$3.81M Sell
41,443
-100
-0.2% -$8.73K 0.79% 44
2022
Q4 		$3.77M Sell
41,543
-297
-0.7% -$25K 0.8% 47
2022
Q3 		$3.18M Sell
41,840
-546
-1% -$45.3K 0.75% 48
2022
Q2 		$3.58M Buy
42,386
+250
+0.6% +$21.9K 0.82% 47
2022
Q1 		$3.7M Buy
42,136
+1,615
+4% +$140K 0.75% 50
2021
Q4 		$3.54M Buy
40,521
+169
+0.4% +$14K 0.7% 52
2021
Q3 		$3.3M Buy
40,352
+139
+0.3% +$12.5K 0.71% 50
2021
Q2 		$3.67M Buy
40,213
+466
+1% +$41.5K 0.77% 48
2021
Q1 		$3.4M Buy
39,747
+789
+2% +$70.8K 0.75% 46
2020
Q4 		$3.68M Buy
38,958
+810
+2% +$70.8K 0.87% 43
2020
Q3 		$3.32M Buy
38,148
+299
+0.8% +$25.9K 0.91% 43
2020
Q2 		$3.31M Sell
37,849
-5,503
-13% -$475K 0.95% 39
2020
Q1 		$3.57M Sell
43,352
-310
-0.7% -$27.7K 1.18% 35
2019
Q4 		$4.13M Sell
43,662
-270
-0.6% -$24.2K 1.07% 42
2019
Q3 		$3.82M Buy
43,932
+8
+0% +$718 1.05% 43
2019
Q2 		$4.01M Sell
43,924
-5,391
-11% -$456K 1.14% 38
2019
Q1 		$4.25M Buy
49,315
+282
+0.6% +$22.6K 1.21% 32
2018
Q4 		$3.77M Buy
49,033
+825
+2% +$64.2K 1.24% 33
2018
Q3 		$3.72M Buy
48,208
+35
+0.1% +$2.59K 1.05% 41
2018
Q2 		$3.26M Buy
48,173
+271
+0.6% +$18.7K 0.99% 42
2018
Q1 		$3.47M Buy
47,902
+289
+0.6% +$22K 1.09% 40
2017
Q4 		$3.58M Sell
47,613
-70
-0.1% -$5.28K 1.08% 42
2017
Q3 		$3.67M Buy
47,683
+4,919
+12% +$371K 1.16% 37
2017
Q2 		$3.2M Buy
42,764
+8,058
+23% +$571K 1.06% 42
2017
Q1 		$2.31M Buy
34,706
+2,916
+9% +$194K 0.84% 47
2016
Q4 		$2.08M Sell
31,790
-5,511
-15% -$357K 0.79% 48
2016
Q3 		$2.64M Buy
37,301
+750
+2% +$54.7K 1.04% 44
2016
Q2 		$2.7M Buy
36,551
+1,124
+3% +$77.7K 1.1% 41
2016
Q1 		$2.3M Buy
35,427
+6,229
+21% +$424K 0.97% 46
2015
Q4 		$2.25M Sell
29,198
-1,002
-3% -$79.6K 1.01% 45
2015
Q3 		$2.49M Buy
30,200
+388
+1% +$34.5K 1.16% 42
2015
Q2 		$2.63M Buy
29,812
+3,563
+14% +$327K 1.15% 43
2015
Q1 		$2.32M Buy
26,249
+2,079
+9% +$184K 0.98% 46
2014
Q4 		$2.01M Buy
24,170
+1,406
+6% +$117K 0.92% 48
2014
Q3 		$1.92M Buy
22,764
+1,740
+8% +$141K 0.91% 47
2014
Q2 		$1.71M Sell
21,024
-6,187
-23% -$487K 0.85% 47
2014
Q1 		$2.07M Buy
27,211
+1,482
+6% +$108K 1.07% 45
2013
Q4 		$1.85M Buy
25,729
+102
+0.4% +$7.09K 0.95% 46
2013
Q3 		$1.76M Sell
25,627
-189
-0.7% -$12.5K 1% 45
2013
Q2 		$1.64M Buy
+25,816
New +$1.68M 0.97% 46

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Cardinal Capital Management Inc (North Carolina)'s NVS Position: Q2 2026 in Review

Cardinal Capital Management Inc (North Carolina) reduced its Novartis (NVS) stake by 0.03% in Q2 2026, selling an estimated $2.1K and leaving 49,670 shares worth $7.78M. The position accounts for 0.94% of the portfolio, ranked #38.

Cardinal Capital Management Inc (North Carolina) first reported a position in NVS in Q2 2013 and has held it in 53 quarters since. 1,027 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Cardinal Capital Management Inc (North Carolina) held 49,670 shares of Novartis worth $7.78M as of Q2 2026.
  • Cardinal Capital Management Inc (North Carolina) sold 14 Novartis shares in Q2 2026, an estimated $2.1K.
  • Novartis made up 0.94% of Cardinal Capital Management Inc (North Carolina)'s portfolio in Q2 2026, its #38 holding.
  • Cardinal Capital Management Inc (North Carolina) first reported a position in Novartis in Q2 2013 and has held it in 53 quarters since.
  • 1,027 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Cardinal Capital Management Inc (North Carolina)'s 13F filing for Q2 2026, filed 21 Jul 2026.