NCM
NVS icon

Noesis Capital Mangement’s Novartis NVS Stock Holding History

Noesis Capital Mangement’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
-1,360
Closed -$208K – 129
2026
Q1 		$208K Buy
+1,360
New +$208K 0.03% 123
2021
Q1 		– Sell
-2,350
Closed -$222K – 127
2020
Q4 		$222K Sell
2,350
-300
-11% -$26.2K 0.05% 106
2020
Q3 		$230K Hold
2,650
– – 0.07% 91
2020
Q2 		$231K Hold
2,650
– – 0.07% 98
2020
Q1 		$218K Hold
2,650
– – 0.08% 93
2019
Q4 		$251K Hold
2,650
– – 0.07% 104
2019
Q3 		$230K Hold
2,650
– – 0.07% 90
2019
Q2 		$242K Sell
2,650
-754
-22% -$63.8K 0.08% 84
2019
Q1 		$293K Sell
3,404
-379
-10% -$30.4K 0.11% 72
2018
Q4 		$291K Buy
3,783
+614
+19% +$47.8K 0.12% 68
2018
Q3 		$245K Hold
3,169
– – 0.09% 83
2018
Q2 		$215K Hold
3,169
– – 0.08% 93
2018
Q1 		$230K Sell
3,169
-1,075
-25% -$81.8K 0.09% 88
2017
Q4 		$319K Sell
4,244
-22
-0.5% -$1.66K 0.11% 75
2017
Q3 		$328K Buy
4,266
+78
+2% +$5.89K 0.12% 75
2017
Q2 		$313K Hold
4,188
– – 0.12% 78
2017
Q1 		$279K Sell
4,188
-407
-9% -$27.1K 0.11% 82
2016
Q4 		$300K Sell
4,595
-127
-3% -$8.24K 0.13% 76
2016
Q3 		$334K Buy
4,722
+59
+1% +$4.3K 0.14% 71
2016
Q2 		$345K Buy
+4,663
New +$322K 0.15% 71

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Noesis Capital Mangement's NVS Position: Q2 2026 in Review

Noesis Capital Mangement sold out of Novartis (NVS) in Q2 2026, closing a stake of 1,360 shares — an estimated $208K sold.

Noesis Capital Mangement first reported a position in NVS in Q2 2016 and held it in 20 quarters. The position peaked at $345K in Q2 2016. 828 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Noesis Capital Mangement reported no remaining Novartis position as of Q2 2026 after selling out during the quarter.
  • Noesis Capital Mangement sold 1,360 Novartis shares in Q2 2026, an estimated $208K.
  • Noesis Capital Mangement first reported a position in Novartis in Q2 2016 and held it in 20 quarters.
  • Noesis Capital Mangement's Novartis position peaked at $345K in Q2 2016.
  • 828 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Noesis Capital Mangement's 13F filing for Q2 2026, filed 4 Aug 2026.