Childress Capital Advisors’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$242K Buy
1,547
+11
+0.7% +$1.65K 0.04% 327
2026
Q1
$235K Sell
1,536
-1
-0.1% -$153 0.04% 327
2025
Q4
$212K Buy
+1,537
New +$201K 0.03% 381
2021
Q1
Sell
-136
Closed -$13K 689
2020
Q4
$13K Buy
+136
New +$11.9K 0.01% 474

Other funds holding NVS

Childress Capital Advisors's NVS Position: Q2 2026 in Review

Childress Capital Advisors increased its Novartis (NVS) stake by 0.72% in Q2 2026, buying an estimated $1.65K and bringing the position to 1,547 shares worth $242K. The position accounts for 0.04% of the portfolio, ranked #327.

Childress Capital Advisors first reported a position in NVS in Q4 2020 and has held it in 4 quarters since. 1,621 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Childress Capital Advisors held 1,547 shares of Novartis worth $242K as of Q2 2026.
  • Childress Capital Advisors bought 11 Novartis shares in Q2 2026, an estimated $1.65K.
  • Novartis made up 0.04% of Childress Capital Advisors's portfolio in Q2 2026, its #327 holding.
  • Childress Capital Advisors first reported a position in Novartis in Q4 2020 and has held it in 4 quarters since.
  • 1,621 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Childress Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.