Family Capital Management’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$450K Buy
2,945
+1,255
+74% +$192K 0.2% 66
2025
Q4
$233K Buy
+1,690
New +$221K 0.1% 95

Other funds holding NVS

Family Capital Management's NVS Position: Q1 2026 in Review

Family Capital Management increased its Novartis (NVS) stake by 74% in Q1 2026, buying an estimated $192K and bringing the position to 2,945 shares worth $450K. The position accounts for 0.2% of the portfolio, ranked #66.

Family Capital Management first reported a position in NVS in Q4 2025 and has held it in 2 quarters since. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Family Capital Management held 2,945 shares of Novartis worth $450K as of Q1 2026.
  • Family Capital Management bought 1,255 Novartis shares in Q1 2026, an estimated $192K.
  • Novartis made up 0.2% of Family Capital Management's portfolio in Q1 2026, its #66 holding.
  • Family Capital Management first reported a position in Novartis in Q4 2025 and has held it in 2 quarters since.
  • 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Family Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.