Mill Capital Management’s Novartis NVS Stock Holding History

Mill Capital Management’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	$600K	Hold	4,205	–	–	0.04%	90
2026 Q2	$659K	Sell	4,205 -183	-4%	-$27.4K	0.04%	86
2026 Q1	$670K	Hold	4,388	–	–	0.05%	88
2025 Q4	$605K	Hold	4,388	–	–	0.04%	91
2025 Q3	$563K	Sell	4,388 -50	-1%	-$6.1K	0.04%	92
2025 Q2	$537K	Hold	4,438	–	–	0.04%	89
2025 Q1	$495K	Sell	4,438 -413	-9%	-$44K	0.04%	92
2024 Q4	$472K	Sell	4,851 -2,483	-34%	-$265K	0.04%	90
2024 Q3	$844K	Hold	7,334	–	–	0.07%	82
2024 Q2	$781K	Sell	7,334 -750	-9%	-$75.3K	0.06%	81
2024 Q1	$782K	Sell	8,084 -300	-4%	-$30.8K	0.07%	86
2023 Q4	$847K	Hold	8,384	–	–	0.08%	83
2023 Q3	$854K	Sell	8,384 -175	-2%	-$17.8K	0.08%	80
2023 Q2	$864K	Hold	8,559	–	–	0.08%	82
2023 Q1	$787K	Sell	8,559 -300	-3%	-$26.2K	0.08%	85
2022 Q4	$804K	Hold	8,859	–	–	0.09%	80
2022 Q3	$673K	Buy	8,859 +1,013	+13%	+$84K	0.08%	82
2022 Q2	$663K	Hold	7,846	–	–	0.07%	83
2022 Q1	$688K	Sell	7,846 -400	-5%	-$34.6K	0.07%	90
2021 Q4	$721K	Buy	+8,246	New	+$685K	0.07%	75

Other funds holding NVS

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

TCTC Holdings Dallas, Texas $4.25B AUM 42% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Mill Capital Management's NVS Position: Q3 2026 in Review

Mill Capital Management held its Novartis (NVS) position steady in Q3 2026 at 4,205 shares worth $600K. The position accounts for 0.04% of the portfolio, ranked #90.

Mill Capital Management first reported a position in NVS in Q4 2021 and has held it in 20 quarters since. The position peaked at $864K in Q2 2023. 726 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

Mill Capital Management held 4,205 shares of Novartis worth $600K as of Q3 2026.
Mill Capital Management left its Novartis share count unchanged in Q3 2026.
Novartis made up 0.04% of Mill Capital Management's portfolio in Q3 2026, its #90 holding.
Mill Capital Management first reported a position in Novartis in Q4 2021 and has held it in 20 quarters since.
Mill Capital Management's Novartis position peaked at $864K in Q2 2023.
726 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Mill Capital Management's 13F filing for Q3 2026, filed 26 Oct 2026.