Cascades Capital Asset Management’s Novartis NVS Stock Holding History

Cascades Capital Asset Management’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	$213K	Sell	1,362 -63	-4%	-$9.44K	0.08%	124
2026 Q1	$218K	Hold	1,425	–	–	0.09%	123
2025 Q4	$196K	Hold	1,425	–	–	0.08%	126
2025 Q3	$183K	Sell	1,425 -68	-5%	-$8.3K	0.08%	128
2025 Q2	$181K	Hold	1,493	–	–	0.09%	119
2025 Q1	$166K	Buy	+1,493	New	+$159K	0.09%	115

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

Cascades Capital Asset Management's NVS Position: Q2 2026 in Review

Cascades Capital Asset Management reduced its Novartis (NVS) stake by 4.4% in Q2 2026, selling an estimated $9.44K and leaving 1,362 shares worth $213K. The position accounts for 0.08% of the portfolio, ranked #124.

Cascades Capital Asset Management first reported a position in NVS in Q1 2025 and has held it in 6 quarters since. The position peaked at $218K in Q1 2026. 1,621 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Cascades Capital Asset Management held 1,362 shares of Novartis worth $213K as of Q2 2026.
Cascades Capital Asset Management sold 63 Novartis shares in Q2 2026, an estimated $9.44K.
Novartis made up 0.08% of Cascades Capital Asset Management's portfolio in Q2 2026, its #124 holding.
Cascades Capital Asset Management first reported a position in Novartis in Q1 2025 and has held it in 6 quarters since.
Cascades Capital Asset Management's Novartis position peaked at $218K in Q1 2026.
1,621 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Cascades Capital Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.