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CoreCap Advisors’s Novartis NVS Stock Holding History

CoreCap Advisors’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
Q3 		$283K Sell
1,987
-684
-26% -$104K 0.01% 722
2026
Q2 		$419K Buy
2,671
+1,074
+67% +$161K 0.01% 597
2026
Q1 		$244K Buy
1,597
+41
+3% +$6.29K 0.01% 737
2025
Q4 		$215K Buy
1,556
+152
+11% +$19.9K 0.01% 768
2025
Q3 		$180K Sell
1,404
-421
-23% -$51.4K 0.01% 837
2025
Q2 		$221K Buy
1,825
+475
+35% +$53.5K 0.01% 713
2025
Q1 		$150K Sell
1,350
-729
-35% -$77.6K 0.01% 758
2024
Q4 		$202K Buy
2,079
+523
+34% +$55.8K 0.01% 703
2024
Q3 		$179K Buy
1,556
+1,162
+295% +$132K 0.01% 729
2024
Q2 		$41.9K Buy
394
+24
+6% +$2.41K ﹤0.01% 704
2024
Q1 		$35.8K Buy
+370
New +$37.9K ﹤0.01% 1249
2022
Q4 		$36.8K Buy
+406
New +$34.2K ﹤0.01% 1096
2022
Q3 		– Sell
-1,502
Closed -$127K – 1555
2022
Q2 		$127K Buy
+1,502
New +$132K 0.01% 617
2022
Q1 		– Sell
-2,038
Closed -$178K – 1548
2021
Q4 		$178K Buy
+2,038
New +$169K 0.01% 559

Other funds holding NVS

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

CoreCap Advisors's NVS Position: Q3 2026 in Review

CoreCap Advisors reduced its Novartis (NVS) stake by 26% in Q3 2026, selling an estimated $104K and leaving 1,987 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #722.

CoreCap Advisors first reported a position in NVS in Q4 2021 and has held it in 14 quarters since. The position peaked at $419K in Q2 2026. 83 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • CoreCap Advisors held 1,987 shares of Novartis worth $283K as of Q3 2026.
  • CoreCap Advisors sold 684 Novartis shares in Q3 2026, an estimated $104K.
  • Novartis made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #722 holding.
  • CoreCap Advisors first reported a position in Novartis in Q4 2021 and has held it in 14 quarters since.
  • CoreCap Advisors's Novartis position peaked at $419K in Q2 2026.
  • 83 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.