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New England Capital Financial Advisors’s Novartis NVS Stock Holding History

New England Capital Financial 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 		$14.3K Hold
91
– – ﹤0.01% 235
2026
Q1 		$13.9K Hold
91
– – ﹤0.01% 228
2025
Q4 		$12.5K Hold
91
– – ﹤0.01% 234
2025
Q3 		$11.7K Hold
91
– – 0.01% 244
2025
Q2 		$11K Buy
+91
New +$10.3K 0.01% 240

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

New England Capital Financial Advisors's NVS Position: Q2 2026 in Review

New England Capital Financial Advisors held its Novartis (NVS) position steady in Q2 2026 at 91 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #235.

New England Capital Financial Advisors first reported a position in NVS in Q2 2025 and has held it in 5 quarters since. 1,269 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • New England Capital Financial Advisors held 91 shares of Novartis worth $14.3K as of Q2 2026.
  • New England Capital Financial Advisors left its Novartis share count unchanged in Q2 2026.
  • Novartis made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #235 holding.
  • New England Capital Financial Advisors first reported a position in Novartis in Q2 2025 and has held it in 5 quarters since.
  • 1,269 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.