Maryland Capital Advisors’s Novartis NVS Stock Holding History

Maryland 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 Q3	$5.56K	Hold	39	–	–	﹤0.01%	223
2026 Q2	$6.11K	Buy	+39	New	+$5.85K	﹤0.01%	215
2025 Q4	$5.38K	Hold	39	–	–	﹤0.01%	224
2025 Q3	$5K	Hold	39	–	–	﹤0.01%	208
2025 Q2	$4.72K	Hold	39	–	–	﹤0.01%	224
2025 Q1	$4.35K	Hold	39	–	–	﹤0.01%	190
2024 Q4	$3.8K	Sell	39 -4	-9%	-$427	﹤0.01%	216
2024 Q3	$4.95K	Sell	43 -1	-2%	-$113	﹤0.01%	203
2024 Q2	$4.68K	Sell	44 -13	-23%	-$1.3K	﹤0.01%	205
2024 Q1	$5.51K	Sell	57 -93	-62%	-$9.54K	﹤0.01%	179
2023 Q4	$15.1K	Hold	150	–	–	0.01%	157
2023 Q3	$15.3K	Hold	150	–	–	0.01%	149
2023 Q2	$15.1K	Hold	150	–	–	0.01%	159
2023 Q1	$13.8K	Hold	150	–	–	0.01%	164
2022 Q4	$13.6K	Sell	150 -66	-31%	-$5.56K	0.01%	163
2022 Q3	$16K	Hold	216	–	–	0.02%	143
2022 Q2	$18K	Buy	+216	New	+$18.9K	0.02%	140

Other funds holding NVS

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

ERP

Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

MCM

Mengis Capital Management Portland, Oregon $673M AUM 34.75% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

CCM

Cohen Capital Management Corte Madera, California $717M AUM 30.06% 1-Year Est. Return

Maryland Capital Advisors's NVS Position: Q3 2026 in Review

Maryland Capital Advisors held its Novartis (NVS) position steady in Q3 2026 at 39 shares worth $5.56K. The position accounts for ﹤0.01% of the portfolio, ranked #223.

Maryland Capital Advisors first reported a position in NVS in Q2 2022 and has held it in 17 quarters since. The position peaked at $18K in Q2 2022. 220 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

Maryland Capital Advisors held 39 shares of Novartis worth $5.56K as of Q3 2026.
Maryland Capital Advisors left its Novartis share count unchanged in Q3 2026.
Novartis made up ﹤0.01% of Maryland Capital Advisors's portfolio in Q3 2026, its #223 holding.
Maryland Capital Advisors first reported a position in Novartis in Q2 2022 and has held it in 17 quarters since.
Maryland Capital Advisors's Novartis position peaked at $18K in Q2 2022.
220 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Maryland Capital Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.