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 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 $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kapstone Financial Advisors's NVS Position: Q1 2026 in Review

Kapstone Financial Advisors held its Novartis (NVS) position steady in Q1 2026 at 2,695 shares worth $412K. The position accounts for 0.2% of the portfolio, ranked #75.

Kapstone Financial Advisors first reported a position in NVS in Q4 2022 and has held it in 13 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Kapstone Financial Advisors held 2,695 shares of Novartis worth $412K as of Q1 2026.
Kapstone Financial Advisors left its Novartis share count unchanged in Q1 2026.
Novartis made up 0.2% of Kapstone Financial Advisors's portfolio in Q1 2026, its #75 holding.
Kapstone Financial Advisors first reported a position in Novartis in Q4 2022 and has held it in 13 quarters since.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.