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Prosperity Capital Advisors’s Novartis NVS Stock Holding History

Prosperity Capital 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 		– Sell
-3,325
Closed -$508K – 441
2026
Q1 		$508K Buy
3,325
+19
+0.6% +$2.91K 0.03% 269
2025
Q4 		$456K Sell
3,306
-238
-7% -$31.2K 0.03% 261
2025
Q3 		$454K Buy
3,544
+17
+0.5% +$2.07K 0.03% 290
2025
Q2 		$427K Buy
3,527
+91
+3% +$10.3K 0.03% 280
2025
Q1 		$377K Hold
3,436
– – 0.03% 264
2024
Q4 		$334K Sell
3,436
-661
-16% -$70.5K 0.03% 269
2024
Q3 		$471K Sell
4,097
-1,410
-26% -$160K 0.04% 226
2024
Q2 		$586K Sell
5,507
-2,689
-33% -$270K 0.06% 177
2024
Q1 		$793K Buy
8,196
+4,660
+132% +$478K 0.09% 165
2023
Q4 		$357K Buy
3,536
+51
+1% +$4.92K 0.04% 178
2023
Q3 		$355K Buy
3,485
+17
+0.5% +$1.73K 0.05% 168
2023
Q2 		$350K Buy
3,468
+192
+6% +$19.2K 0.05% 173
2023
Q1 		$301K Hold
3,276
– – 0.05% 161
2022
Q4 		$297K Buy
+3,276
New +$276K 0.09% 144

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Prosperity Capital Advisors's NVS Position: Q2 2026 in Review

Prosperity Capital Advisors sold out of Novartis (NVS) in Q2 2026, closing a stake of 3,325 shares — an estimated $508K sold.

Prosperity Capital Advisors first reported a position in NVS in Q4 2022 and held it in 14 quarters. The position peaked at $793K in Q1 2024. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Prosperity Capital Advisors reported no remaining Novartis position as of Q2 2026 after selling out during the quarter.
  • Prosperity Capital Advisors sold 3,325 Novartis shares in Q2 2026, an estimated $508K.
  • Prosperity Capital Advisors first reported a position in Novartis in Q4 2022 and held it in 14 quarters.
  • Prosperity Capital Advisors's Novartis position peaked at $793K in Q1 2024.
  • 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.