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Courier Capital’s Novartis NVS Stock Holding History

Courier Capital’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 		$258K Hold
1,648
– – 0.01% 364
2026
Q1 		$252K Hold
1,648
– – 0.01% 347
2025
Q4 		$227K Sell
1,648
-350
-18% -$45.8K 0.01% 357
2025
Q3 		$256K Hold
1,998
– – 0.01% 354
2025
Q2 		$242K Hold
1,998
– – 0.01% 352
2025
Q1 		$223K Buy
+1,998
New +$213K 0.01% 350
2023
Q3 		– Sell
-2,347
Closed -$237K – 356
2023
Q2 		$237K Sell
2,347
-1,097
-32% -$110K 0.02% 329
2023
Q1 		$317K Sell
3,444
-25
-0.7% -$2.18K 0.04% 222
2022
Q4 		$315K Hold
3,469
– – 0.04% 227
2022
Q3 		$264K Buy
3,469
+399
+13% +$33.1K 0.03% 236
2022
Q2 		$259K Hold
3,070
– – 0.03% 239
2022
Q1 		$269K Hold
3,070
– – 0.03% 252
2021
Q4 		$269K Hold
3,070
– – 0.03% 259
2021
Q3 		$251K Sell
3,070
-115
-4% -$10.3K 0.02% 277
2021
Q2 		$291K Hold
3,185
– – 0.03% 259
2021
Q1 		$272K Sell
3,185
-101
-3% -$9.06K 0.03% 261
2020
Q4 		$310K Hold
3,286
– – 0.03% 224
2020
Q3 		$278K Sell
3,286
-468
-12% -$40.5K 0.03% 233
2020
Q2 		$329K Sell
3,754
-193
-5% -$16.7K 0.04% 199
2020
Q1 		$348K Hold
3,947
– – 0.05% 182
2019
Q4 		$374K Sell
3,947
-1,450
-27% -$130K 0.04% 199
2019
Q3 		$460K Buy
5,397
+1,250
+30% +$112K 0.06% 175
2019
Q2 		$379K Sell
4,147
-593
-13% -$50.2K 0.05% 199
2019
Q1 		$408K Buy
4,740
+263
+6% +$21.1K 0.05% 174
2018
Q4 		$344K Buy
4,477
+30
+0.7% +$2.33K 0.05% 186
2018
Q3 		$343K Sell
4,447
-927
-17% -$68.5K 0.04% 212
2018
Q2 		$364K Hold
5,374
– – 0.05% 206
2018
Q1 		$389K Hold
5,374
– – 0.05% 195
2017
Q4 		$404K Sell
5,374
-167
-3% -$12.6K 0.05% 188
2017
Q3 		$426K Hold
5,541
– – 0.06% 168
2017
Q2 		$414K Buy
5,541
+190
+4% +$13.5K 0.07% 175
2017
Q1 		$356K Buy
5,351
+112
+2% +$7.46K 0.06% 188
2016
Q4 		$342K Sell
5,239
-624
-11% -$40.5K 0.07% 182
2016
Q3 		$415K Sell
5,863
-168
-3% -$12.2K 0.08% 167
2016
Q2 		$446K Sell
6,031
-146
-2% -$10.1K 0.09% 162
2016
Q1 		$401K Sell
6,177
-46
-0.7% -$3.13K 0.08% 164
2015
Q4 		$480K Buy
6,223
+1,232
+25% +$97.9K 0.1% 141
2015
Q3 		$411K Hold
4,991
– – 0.09% 157
2015
Q2 		$440K Buy
4,991
+16
+0.3% +$1.47K 0.09% 158
2015
Q1 		$440K Hold
4,975
– – 0.09% 170
2014
Q4 		$413K Sell
4,975
-231
-4% -$19.1K 0.08% 174
2014
Q3 		$439K Buy
5,206
+3
+0.1% +$243 0.09% 166
2014
Q2 		$422K Hold
5,203
– – 0.08% 175
2014
Q1 		$396K Hold
5,203
– – 0.08% 178
2013
Q4 		$375K Hold
5,203
– – 0.08% 187
2013
Q3 		$358K Buy
5,203
+24
+0.5% +$1.59K 0.08% 187
2013
Q2 		$328K Buy
+5,179
New +$337K 0.08% 185

Other funds holding NVS

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Courier Capital's NVS Position: Q2 2026 in Review

Courier Capital held its Novartis (NVS) position steady in Q2 2026 at 1,648 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #364.

Courier Capital first reported a position in NVS in Q2 2013 and has held it in 47 quarters since. The position peaked at $480K in Q4 2015. 709 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Courier Capital held 1,648 shares of Novartis worth $258K as of Q2 2026.
  • Courier Capital left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.01% of Courier Capital's portfolio in Q2 2026, its #364 holding.
  • Courier Capital first reported a position in Novartis in Q2 2013 and has held it in 47 quarters since.
  • Courier Capital's Novartis position peaked at $480K in Q4 2015.
  • 709 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.