Kapstone Financial Advisors’s Novartis NVS Stock Holding History

Kapstone Financial 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	$422K	Hold	2,695	–	–	0.18%	87
2026 Q1	$412K	Hold	2,695	–	–	0.2%	75
2025 Q4	$372K	Hold	2,695	–	–	0.18%	69
2025 Q3	$346K	Hold	2,695	–	–	0.16%	70
2025 Q2	$326K	Hold	2,695	–	–	0.16%	73
2025 Q1	$300K	Hold	2,695	–	–	0.17%	76
2024 Q4	$277K	Hold	2,695	–	–	0.15%	82
2024 Q3	$312K	Hold	2,695	–	–	0.19%	76
2024 Q2	$287K	Hold	2,695	–	–	0.19%	82
2024 Q1	$261K	Hold	2,695	–	–	0.18%	88
2023 Q4	$288K	Hold	2,695	–	–	0.23%	81
2023 Q3	$275K	Hold	2,695	–	–	0.25%	71
2023 Q2	$278K	Buy	+2,695	New	+$270K	0.23%	75
2023 Q1	–	Sell	-2,595	Closed	-$223K	–	101
2022 Q4	$223K	Buy	+2,595	New	+$219K	0.2%	90

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kapstone Financial Advisors's NVS Position: Q2 2026 in Review

Kapstone Financial Advisors held its Novartis (NVS) position steady in Q2 2026 at 2,695 shares worth $422K. The position accounts for 0.18% of the portfolio, ranked #87.

Kapstone Financial Advisors first reported a position in NVS in Q4 2022 and has held it in 14 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Kapstone Financial Advisors held 2,695 shares of Novartis worth $422K as of Q2 2026.
Kapstone Financial Advisors left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.18% of Kapstone Financial Advisors's portfolio in Q2 2026, its #87 holding.
Kapstone Financial Advisors first reported a position in Novartis in Q4 2022 and has held it in 14 quarters since.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.