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 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

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

CoreCap Advisors's NVS Position: Q2 2026 in Review

CoreCap Advisors increased its Novartis (NVS) stake by 67% in Q2 2026, buying an estimated $161K and bringing the position to 2,671 shares worth $419K. The position accounts for 0.01% of the portfolio, ranked #597.

CoreCap Advisors first reported a position in NVS in Q4 2021 and has held it in 13 quarters since. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

CoreCap Advisors held 2,671 shares of Novartis worth $419K as of Q2 2026.
CoreCap Advisors bought 1,074 Novartis shares in Q2 2026, an estimated $161K.
Novartis made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #597 holding.
CoreCap Advisors first reported a position in Novartis in Q4 2021 and has held it in 13 quarters since.
1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.