Interchange Capital Partners
NVS icon

Interchange Capital Partners’s Novartis NVS Stock Holding History

Interchange Capital Partners’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
Q3 		$552K Buy
3,869
+37
+1% +$5.61K 0.09% 189
2026
Q2 		$601K Buy
3,832
+1,837
+92% +$275K 0.11% 177
2026
Q1 		$234K Sell
1,995
-1,955
-49% -$300K 0.07% 241
2025
Q4 		$545K Sell
3,950
-104
-3% -$13.6K 0.1% 181
2025
Q3 		$520K Buy
4,054
+533
+15% +$65K 0.1% 174
2025
Q2 		$426K Buy
3,521
+1,542
+78% +$174K 0.1% 170
2025
Q1 		$221K Sell
1,979
-95
-5% -$10.1K 0.06% 248
2024
Q4 		$202K Sell
2,074
-93
-4% -$9.9K 0.07% 240
2024
Q3 		$249K Sell
2,167
-2
-0.1% -$227 0.09% 223
2024
Q2 		$231K Buy
+2,169
New +$218K 0.08% 234
2023
Q2 		– Sell
-2,268
Closed -$209K – 201
2023
Q1 		$209K Buy
+2,268
New +$198K 0.11% 196
2021
Q1 		– Sell
-1,342
Closed -$126K – 814
2020
Q4 		$126K Buy
+1,342
New +$117K 0.07% 271

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Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
TCTC Holdings
TCTC Holdings Dallas, Texas $4.25B AUM 42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Interchange Capital Partners's NVS Position: Q3 2026 in Review

Interchange Capital Partners increased its Novartis (NVS) stake by 0.97% in Q3 2026, buying an estimated $5.61K and bringing the position to 3,869 shares worth $552K. The position accounts for 0.09% of the portfolio, ranked #189.

Interchange Capital Partners first reported a position in NVS in Q4 2020 and has held it in 12 quarters since. The position peaked at $601K in Q2 2026. 787 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Interchange Capital Partners held 3,869 shares of Novartis worth $552K as of Q3 2026.
  • Interchange Capital Partners bought 37 Novartis shares in Q3 2026, an estimated $5.61K.
  • Novartis made up 0.09% of Interchange Capital Partners's portfolio in Q3 2026, its #189 holding.
  • Interchange Capital Partners first reported a position in Novartis in Q4 2020 and has held it in 12 quarters since.
  • Interchange Capital Partners's Novartis position peaked at $601K in Q2 2026.
  • 787 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Interchange Capital Partners's 13F filing for Q3 2026, filed 28 Oct 2026.