Mitchell Capital Management’s Novartis NVS Stock Holding History

Mitchell 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 Q2	–	Sell	-1,498	Closed	-$229K	–	126
2026 Q1	$229K	Hold	1,498	–	–	0.04%	111
2025 Q4	$207K	Buy	+1,498	New	+$196K	0.04%	116
2021 Q4	–	Sell	-3,082	Closed	-$252K	–	151
2021 Q3	$252K	Sell	3,082 -8	-0.3%	-$720	0.06%	149
2021 Q2	$282K	Buy	3,090 +283	+10%	+$25.2K	0.06%	150
2021 Q1	$240K	Buy	2,807 +281	+11%	+$25.2K	0.06%	149
2020 Q4	$239K	Buy	2,526 +160	+7%	+$14K	0.06%	142
2020 Q3	$206K	Buy	2,366 +73	+3%	+$6.32K	0.06%	142
2020 Q2	$200K	Buy	+2,293	New	+$198K	0.06%	134

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

Mitchell Capital Management's NVS Position: Q2 2026 in Review

Mitchell Capital Management sold out of Novartis (NVS) in Q2 2026, closing a stake of 1,498 shares — an estimated $229K sold.

Mitchell Capital Management first reported a position in NVS in Q2 2020 and held it in 8 quarters. The position peaked at $282K in Q2 2021. 1,618 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Mitchell Capital Management reported no remaining Novartis position as of Q2 2026 after selling out during the quarter.
Mitchell Capital Management sold 1,498 Novartis shares in Q2 2026, an estimated $229K.
Mitchell Capital Management first reported a position in Novartis in Q2 2020 and held it in 8 quarters.
Mitchell Capital Management's Novartis position peaked at $282K in Q2 2021.
1,618 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Mitchell Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.