Mirador Capital Partners’s Novartis NVS Stock Holding History

Mirador Capital Partners’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	$328K	Buy	2,090 +216	+12%	+$32.4K	0.04%	182
2026 Q1	$286K	Buy	+1,874	New	+$287K	0.04%	179
2023 Q4	–	Sell	-23,702	Closed	-$2.41M	–	196
2023 Q3	$2.41M	Buy	23,702 +234	+1%	+$23.8K	0.55%	49
2023 Q2	$2.37M	Sell	23,468 -85	-0.4%	-$8.5K	0.56%	53
2023 Q1	$2.17M	Sell	23,553 -1,625	-6%	-$142K	0.51%	49
2022 Q4	$2.28M	Sell	25,178 -776	-3%	-$65.4K	0.54%	49
2022 Q3	$1.97M	Buy	25,954 +290	+1%	+$24K	0.48%	50
2022 Q2	$2.17M	Sell	25,664 -83	-0.3%	-$7.28K	0.51%	47
2022 Q1	$2.26M	Buy	25,747 +956	+4%	+$82.8K	0.46%	56
2021 Q4	$2.17M	Buy	24,791 +407	+2%	+$33.8K	0.46%	60
2021 Q3	$1.99M	Buy	24,384 +543	+2%	+$48.9K	0.45%	58
2021 Q2	$2.17M	Buy	23,841 +865	+4%	+$77K	0.49%	60
2021 Q1	$1.96M	Buy	22,976 +1,335	+6%	+$120K	0.5%	58
2020 Q4	$2.04M	Buy	21,641 +2,601	+14%	+$227K	0.56%	58
2020 Q3	$1.66M	Buy	19,040 +620	+3%	+$53.7K	0.52%	59
2020 Q2	$1.61M	Buy	18,420 +292	+2%	+$25.2K	0.6%	51
2020 Q1	$1.55M	Buy	18,128 +2,116	+13%	+$189K	0.65%	47
2019 Q4	$1.52M	Buy	16,012 +429	+3%	+$38.5K	0.61%	52
2019 Q3	$1.35M	Buy	15,583 +253	+2%	+$22.7K	0.6%	56
2019 Q2	$1.4M	Sell	15,330 -1,305	-8%	-$110K	0.69%	51
2019 Q1	$1.43M	Buy	+16,635	New	+$1.34M	0.78%	46

Other funds holding NVS

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return