Fortis Capital Advisors’s Novartis NVS Stock Holding History

Fortis 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 Q1	–	Sell	-8,064	Closed	-$1.11M	–	408
2025 Q4	$1.11M	Buy	8,064 +1,826	+29%	+$239K	0.16%	108
2025 Q3	$800K	Buy	+6,238	New	+$761K	0.13%	140
2023 Q2	–	Sell	-300	Closed	-$27.6K	–	447
2023 Q1	$27.6K	Hold	300	–	–	0.01%	369
2022 Q4	$27.2K	Buy	+300	New	+$25.3K	0.02%	368

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Fortis Capital Advisors's NVS Position: Q1 2026 in Review

Fortis Capital Advisors sold out of Novartis (NVS) in Q1 2026, closing a stake of 8,064 shares — an estimated $1.11M sold.

Fortis Capital Advisors first reported a position in NVS in Q4 2022 and held it in 4 quarters. The position peaked at $1.11M in Q4 2025. 1,599 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Fortis Capital Advisors reported no remaining Novartis position as of Q1 2026 after selling out during the quarter.
Fortis Capital Advisors sold 8,064 Novartis shares in Q1 2026, an estimated $1.11M.
Fortis Capital Advisors first reported a position in Novartis in Q4 2022 and held it in 4 quarters.
Fortis Capital Advisors's Novartis position peaked at $1.11M in Q4 2025.
1,599 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Fortis Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.