NCM
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Northside Capital Management’s Novartis NVS Stock Holding History

Northside 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
Q3 		$2.26M Sell
15,884
-840
-5% -$127K 0.18% 83
2026
Q2 		$2.62M Sell
16,724
-160
-0.9% -$24K 0.21% 75
2026
Q1 		$2.58M Sell
16,884
-12,659
-43% -$1.94M 0.23% 75
2025
Q4 		$4.07M Hold
29,543
– – 0.35% 59
2025
Q3 		$3.79M Buy
29,543
+253
+0.9% +$30.9K 0.35% 59
2025
Q2 		$3.54M Buy
29,290
+25,994
+789% +$2.93M 0.27% 56
2025
Q1 		$367K Hold
3,296
– – 0.06% 81
2024
Q4 		$321K Buy
3,296
+750
+29% +$80K 0.09% 87
2024
Q3 		$293K Hold
2,546
– – 0.05% 84
2024
Q2 		$271K Hold
2,546
– – 0.05% 86
2024
Q1 		$246K Hold
2,546
– – 0.04% 94
2023
Q4 		$257K Hold
2,546
– – 0.08% 88
2023
Q3 		$259K Hold
2,546
– – 0.06% 85
2023
Q2 		$257K Hold
2,546
– – 0.09% 80
2023
Q1 		$234K Hold
2,546
– – 0.06% 87
2022
Q4 		$231K Buy
+2,546
New +$214K 0.07% 84
2022
Q3 		– Sell
-2,546
Closed -$215K – 89
2022
Q2 		$215K Hold
2,546
– – 0.07% 82
2022
Q1 		$223K Hold
2,546
– – 0.06% 86
2021
Q4 		$223K Hold
2,546
– – 0.06% 82
2021
Q3 		$208K Hold
2,546
– – 0.06% 88
2021
Q2 		$232K Hold
2,546
– – 0.06% 85
2021
Q1 		$218K Hold
2,546
– – 0.06% 82
2020
Q4 		$240K Hold
2,546
– – 0.07% 77
2020
Q3 		$221K Hold
2,546
– – 0.07% 82
2020
Q2 		$222K Hold
2,546
– – 0.08% 88
2020
Q1 		$210K Buy
2,546
+329
+15% +$29.4K 0.1% 77
2019
Q4 		$210K Buy
+2,217
New +$199K 0.07% 87
2017
Q2 		– Sell
-13,615
Closed -$906K – 104
2017
Q1 		$906K Buy
+13,615
New +$907K 0.25% 62

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
MCM
Mengis Capital Management Portland, Oregon $673M AUM 34.75% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $717M AUM 30.06% 1-Year Est. Return
CIG
Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

Northside Capital Management's NVS Position: Q3 2026 in Review

Northside Capital Management reduced its Novartis (NVS) stake by 5% in Q3 2026, selling an estimated $127K and leaving 15,884 shares worth $2.26M. The position accounts for 0.18% of the portfolio, ranked #83.

Northside Capital Management first reported a position in NVS in Q1 2017 and has held it in 28 quarters since. The position peaked at $4.07M in Q4 2025. 145 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Northside Capital Management held 15,884 shares of Novartis worth $2.26M as of Q3 2026.
  • Northside Capital Management sold 840 Novartis shares in Q3 2026, an estimated $127K.
  • Novartis made up 0.18% of Northside Capital Management's portfolio in Q3 2026, its #83 holding.
  • Northside Capital Management first reported a position in Novartis in Q1 2017 and has held it in 28 quarters since.
  • Northside Capital Management's Novartis position peaked at $4.07M in Q4 2025.
  • 145 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Northside Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.