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Prime Capital Investment Advisors’s Novartis NVS Stock Holding History

Prime Capital Investment 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 		$2.6M Buy
16,577
+430
+3% +$64.5K 0.03% 343
2026
Q1 		$2.47M Sell
16,147
-682
-4% -$105K 0.03% 329
2025
Q4 		$2.32M Sell
16,829
-508
-3% -$66.5K 0.03% 327
2025
Q3 		$2.22M Sell
17,337
-560
-3% -$68.3K 0.03% 319
2025
Q2 		$2.17M Sell
17,897
-1,662
-8% -$187K 0.03% 317
2025
Q1 		$2.18M Buy
19,559
+1,144
+6% +$122K 0.03% 349
2024
Q4 		$1.79M Sell
18,415
-444
-2% -$47.3K 0.03% 324
2024
Q3 		$2.17M Sell
18,859
-1,180
-6% -$134K 0.03% 300
2024
Q2 		$2.13M Sell
20,039
-1,369
-6% -$137K 0.03% 303
2024
Q1 		$2.07M Buy
21,408
+1,157
+6% +$119K 0.03% 337
2023
Q4 		$2.04M Buy
20,251
+15,927
+368% +$1.54M 0.03% 319
2023
Q3 		$440K Buy
4,324
+288
+7% +$29.2K 0.01% 492
2023
Q2 		$407K Buy
4,036
+1,387
+52% +$139K 0.01% 522
2023
Q1 		$244K Sell
2,649
-481
-15% -$42K 0.01% 470
2022
Q4 		$284K Buy
+3,130
New +$264K 0.01% 434
2019
Q4 		– Sell
-230
Closed -$20K – 632
2019
Q3 		$20K Sell
230
-306
-57% -$27.5K ﹤0.01% 419
2019
Q2 		$49K Buy
+536
New +$45.4K 0.01% 247
2018
Q1 		– Sell
-38
Closed -$3K – 266
2017
Q4 		$3K Buy
+38
New +$2.87K ﹤0.01% 227

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Prime Capital Investment Advisors's NVS Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its Novartis (NVS) stake by 2.7% in Q2 2026, buying an estimated $64.5K and bringing the position to 16,577 shares worth $2.6M. The position accounts for 0.03% of the portfolio, ranked #343.

Prime Capital Investment Advisors first reported a position in NVS in Q4 2017 and has held it in 18 quarters since. 1,324 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Prime Capital Investment Advisors held 16,577 shares of Novartis worth $2.6M as of Q2 2026.
  • Prime Capital Investment Advisors bought 430 Novartis shares in Q2 2026, an estimated $64.5K.
  • Novartis made up 0.03% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #343 holding.
  • Prime Capital Investment Advisors first reported a position in Novartis in Q4 2017 and has held it in 18 quarters since.
  • 1,324 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.