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FLC Capital Advisors’s Novartis NVS Stock Holding History

FLC Capital 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 		$481K Hold
3,066
– – 0.08% 137
2026
Q1 		$468K Hold
3,066
– – 0.08% 139
2025
Q4 		$423K Sell
3,066
-220
-7% -$28.8K 0.08% 135
2025
Q3 		$421K Hold
3,286
– – 0.08% 131
2025
Q2 		$398K Buy
3,286
+700
+27% +$78.9K 0.08% 133
2025
Q1 		$288K Hold
2,586
– – 0.06% 147
2024
Q4 		$252K Buy
2,586
+220
+9% +$23.5K 0.06% 151
2024
Q3 		$272K Buy
2,366
+100
+4% +$11.3K 0.06% 142
2024
Q2 		$241K Hold
2,266
– – 0.06% 148
2024
Q1 		$219K Sell
2,266
-220
-9% -$22.6K 0.06% 154
2023
Q4 		$251K Buy
+2,486
New +$240K 0.07% 132

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

FLC Capital Advisors's NVS Position: Q2 2026 in Review

FLC Capital Advisors held its Novartis (NVS) position steady in Q2 2026 at 3,066 shares worth $481K. The position accounts for 0.08% of the portfolio, ranked #137.

FLC Capital Advisors first reported a position in NVS in Q4 2023 and has held it in 11 quarters since. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • FLC Capital Advisors held 3,066 shares of Novartis worth $481K as of Q2 2026.
  • FLC Capital Advisors left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.08% of FLC Capital Advisors's portfolio in Q2 2026, its #137 holding.
  • FLC Capital Advisors first reported a position in Novartis in Q4 2023 and has held it in 11 quarters since.
  • 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on FLC Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.