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 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

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

Maryland Capital Advisors's NVS Position: Q2 2026 in Review

Maryland Capital Advisors opened a new position in Novartis (NVS) in Q2 2026: 39 shares worth $6.11K. The stake represents ﹤0.01% of the portfolio and ranks #215 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in NVS as recently as Q4 2025.

Maryland Capital Advisors first reported a position in NVS in Q2 2022 and has held it in 16 quarters since. The position peaked at $18K in Q2 2022. 1,618 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Maryland Capital Advisors held 39 shares of Novartis worth $6.11K as of Q2 2026.
Novartis was a new Maryland Capital Advisors position in Q2 2026.
Novartis made up ﹤0.01% of Maryland Capital Advisors's portfolio in Q2 2026, its #215 holding.
Maryland Capital Advisors first reported a position in Novartis in Q2 2022 and has held it in 16 quarters since.
Maryland Capital Advisors's Novartis position peaked at $18K in Q2 2022.
1,618 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Maryland Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.