First City Capital Management’s Novartis NVS Stock Holding History

First City Capital Management’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	$674K	Sell	4,298 -23	-0.5%	-$3.45K	0.33%	81
2026 Q1	$660K	Buy	4,321 +1	+0%	+$153	0.35%	79
2025 Q4	$596K	Sell	4,320 -100	-2%	-$13.1K	0.31%	82
2025 Q3	$567K	Sell	4,420 -194	-4%	-$23.7K	0.31%	83
2025 Q2	$558K	Sell	4,614 -75	-2%	-$8.45K	0.32%	79
2025 Q1	$523K	Buy	4,689 +63	+1%	+$6.71K	0.31%	79
2024 Q4	$450K	Sell	4,626 -735	-14%	-$78.4K	0.24%	102
2024 Q3	$617K	Buy	5,361 +25	+0.5%	+$2.84K	0.32%	80
2024 Q2	$568K	Buy	5,336 +1	+0%	+$100	0.32%	78
2024 Q1	$516K	Sell	5,335 -62	-1%	-$6.36K	0.29%	85
2023 Q4	$545K	Sell	5,397 -161	-3%	-$15.5K	0.32%	84
2023 Q3	$566K	Hold	5,558	–	–	0.36%	77
2023 Q2	$561K	Sell	5,558 -200	-3%	-$20K	0.33%	87
2023 Q1	$591K	Buy	5,758 +250	+5%	+$21.8K	0.35%	85
2022 Q4	$500K	Sell	5,508 -250	-4%	-$21.1K	0.3%	93
2022 Q3	$438K	Sell	5,758 -30	-0.5%	-$2.49K	0.29%	94
2022 Q2	$489K	Hold	5,788	–	–	0.3%	92
2022 Q1	$508K	Buy	5,788 +151	+3%	+$13.1K	0.28%	101
2021 Q4	$486K	Sell	5,637 -1,175	-17%	-$97.6K	0.27%	103
2021 Q3	$557K	Hold	6,812	–	–	0.31%	99
2021 Q2	$633K	Buy	6,812 +705	+12%	+$62.8K	0.35%	88
2021 Q1	$535K	Sell	6,107 -10	-0.2%	-$897	0.31%	96
2020 Q4	$564K	Sell	6,117 -4,046	-40%	-$354K	0.36%	85
2020 Q3	$889K	Buy	10,163 +4,501	+79%	+$390K	0.33%	84
2020 Q2	$494K	Buy	5,662 +251	+5%	+$21.7K	0.38%	79
2020 Q1	$446K	Sell	5,411 -50	-0.9%	-$4.46K	0.44%	72
2019 Q4	$517K	Buy	5,461 +119	+2%	+$10.7K	0.36%	81
2019 Q3	$464K	Sell	5,342 -59	-1%	-$5.3K	0.34%	89
2019 Q2	$493K	Sell	5,401 -627	-10%	-$53.1K	0.36%	85
2019 Q1	$519K	Sell	6,028 -1,116	-16%	-$89.6K	0.37%	83
2018 Q4	$549K	Sell	7,144 -117	-2%	-$9.11K	0.43%	73
2018 Q3	$561K	Hold	7,261	–	–	0.37%	84
2018 Q2	$491K	Hold	7,261	–	–	0.35%	88
2018 Q1	$526K	Hold	7,261	–	–	0.39%	82
2017 Q4	$546K	Hold	7,261	–	–	0.37%	84
2017 Q3	$559K	Hold	7,261	–	–	0.39%	80
2017 Q2	$543K	Hold	7,261	–	–	0.39%	78
2017 Q1	$483K	Sell	7,261 -30	-0.4%	-$2K	0.36%	83
2016 Q4	$476K	Sell	7,291 -28	-0.4%	-$1.82K	0.36%	81
2016 Q3	$518K	Hold	7,319	–	–	0.4%	71
2016 Q2	$541K	Hold	7,319	–	–	0.41%	68
2016 Q1	$475K	Sell	7,319 -111	-1%	-$7.55K	0.33%	76
2015 Q4	$573K	Sell	7,430 -56	-0.7%	-$4.45K	0.38%	65
2015 Q3	$617K	Hold	7,486	–	–	0.45%	57
2015 Q2	$660K	Sell	7,486 -762	-9%	-$69.9K	0.46%	59
2015 Q1	$729K	Sell	8,248 -308	-4%	-$27.3K	0.5%	58
2014 Q4	$710K	Sell	8,556 -279	-3%	-$23.1K	0.49%	56
2014 Q3	$745K	Sell	8,835 -181	-2%	-$14.6K	0.53%	48
2014 Q2	$731K	Sell	9,016 -168	-2%	-$13.2K	0.52%	51
2014 Q1	$700K	Sell	9,184 -111	-1%	-$8.09K	0.5%	55
2013 Q4	$669K	Sell	9,295 -44	-0.5%	-$3.06K	0.55%	59
2013 Q3	$642K	Buy	9,339 +181	+2%	+$12K	0.53%	58
2013 Q2	$580K	Buy	+9,158	New	+$596K	0.53%	55

Other funds holding NVS

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

ERP

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

CCM

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

FPTW

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

First City Capital Management's NVS Position: Q2 2026 in Review

First City Capital Management reduced its Novartis (NVS) stake by 0.53% in Q2 2026, selling an estimated $3.45K and leaving 4,298 shares worth $674K. The position accounts for 0.33% of the portfolio, ranked #81.

First City Capital Management first reported a position in NVS in Q2 2013 and has held it in 53 quarters since. The position peaked at $889K in Q3 2020. 252 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

First City Capital Management held 4,298 shares of Novartis worth $674K as of Q2 2026.
First City Capital Management sold 23 Novartis shares in Q2 2026, an estimated $3.45K.
Novartis made up 0.33% of First City Capital Management's portfolio in Q2 2026, its #81 holding.
First City Capital Management first reported a position in Novartis in Q2 2013 and has held it in 53 quarters since.
First City Capital Management's Novartis position peaked at $889K in Q3 2020.
252 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on First City Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.