Coppell Advisory Solutions’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
$1.15M Buy
+237
New +$35.5K 0.1% 172
2025
Q1
Sell
-551
Closed -$53.6K 1348
2024
Q4
$53.6K Sell
551
-53
-9% -$5.65K 0.01% 560
2024
Q3
$69.8K Buy
604
+183
+43% +$20.8K 0.01% 461
2024
Q2
$44.8K Buy
+421
New +$42.3K 0.01% 527
2023
Q4
$21.1K Buy
209
+66
+46% +$6.37K ﹤0.01% 720
2023
Q3
$13K Buy
143
+119
+496% +$12.1K ﹤0.01% 569
2023
Q2
$2.39K Buy
+24
New +$2.4K ﹤0.01% 991
2023
Q1
Sell
-154
Closed -$14K 774
2022
Q4
$14K Buy
+154
New +$13K ﹤0.01% 555
2020
Q4
$375K Buy
+3,972
New +$347K 0.19% 122

Other funds holding NVS

Coppell Advisory Solutions's NVS Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Novartis (NVS) in Q2 2026: 237 shares worth $1.15M. The stake represents 0.1% of the portfolio and ranks #172 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in NVS as recently as Q4 2024.

Coppell Advisory Solutions first reported a position in NVS in Q4 2020 and has held it in 9 quarters since. 1,621 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Coppell Advisory Solutions held 237 shares of Novartis worth $1.15M as of Q2 2026.
  • Novartis was a new Coppell Advisory Solutions position in Q2 2026.
  • Novartis made up 0.1% of Coppell Advisory Solutions's portfolio in Q2 2026, its #172 holding.
  • Coppell Advisory Solutions first reported a position in Novartis in Q4 2020 and has held it in 9 quarters since.
  • 1,621 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.