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 Q3	$300K	Buy	2,103 +13	+0.6%	+$1.97K	0.03%	191
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

FWCM

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

DLA

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

LJHT

Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return

BFA

Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Mirador Capital Partners's NVS Position: Q3 2026 in Review

Mirador Capital Partners increased its Novartis (NVS) stake by 0.62% in Q3 2026, buying an estimated $1.97K and bringing the position to 2,103 shares worth $300K. The position accounts for 0.03% of the portfolio, ranked #191.

Mirador Capital Partners first reported a position in NVS in Q1 2019 and has held it in 22 quarters since. The position peaked at $2.41M in Q3 2023. 83 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

Mirador Capital Partners held 2,103 shares of Novartis worth $300K as of Q3 2026.
Mirador Capital Partners bought 13 Novartis shares in Q3 2026, an estimated $1.97K.
Novartis made up 0.03% of Mirador Capital Partners's portfolio in Q3 2026, its #191 holding.
Mirador Capital Partners first reported a position in Novartis in Q1 2019 and has held it in 22 quarters since.
Mirador Capital Partners's Novartis position peaked at $2.41M in Q3 2023.
83 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Mirador Capital Partners's 13F filing for Q3 2026, filed 9 Oct 2026.