Quadcap Wealth Management’s Novartis NVS Stock Holding History

Quadcap Wealth 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 Q2	$2.34M	Sell	14,928 -439	-3%	-$65.8K	0.23%	91
2026 Q1	$2.35M	Sell	15,367 -888	-5%	-$136K	0.27%	81
2025 Q4	$2.24M	Sell	16,255 -129	-0.8%	-$16.9K	0.26%	80
2025 Q3	$2.1M	Sell	16,384 -42	-0.3%	-$5.13K	0.25%	85
2025 Q2	$1.99M	Buy	16,426 +3,722	+29%	+$420K	0.25%	82
2025 Q1	$1.42M	Sell	12,704 -97	-0.8%	-$10.3K	0.21%	106
2024 Q4	$1.25M	Sell	12,801 -1,183	-8%	-$126K	0.18%	109
2024 Q3	$1.61M	Buy	13,984 +914	+7%	+$104K	0.25%	86
2024 Q2	$1.39M	Buy	13,070 +1,706	+15%	+$171K	0.25%	84
2024 Q1	$1.1M	Sell	11,364 -1,660	-13%	-$170K	0.25%	92
2023 Q4	$1.32M	Buy	+13,024	New	+$1.26M	0.34%	73

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Quadcap Wealth Management's NVS Position: Q2 2026 in Review

Quadcap Wealth Management reduced its Novartis (NVS) stake by 2.9% in Q2 2026, selling an estimated $65.8K and leaving 14,928 shares worth $2.34M. The position accounts for 0.23% of the portfolio, ranked #91.

Quadcap Wealth Management first reported a position in NVS in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.35M in Q1 2026. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Quadcap Wealth Management held 14,928 shares of Novartis worth $2.34M as of Q2 2026.
Quadcap Wealth Management sold 439 Novartis shares in Q2 2026, an estimated $65.8K.
Novartis made up 0.23% of Quadcap Wealth Management's portfolio in Q2 2026, its #91 holding.
Quadcap Wealth Management first reported a position in Novartis in Q4 2023 and has held it in 11 quarters since.
Quadcap Wealth Management's Novartis position peaked at $2.35M in Q1 2026.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Quadcap Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.