Raleigh Capital Management’s Novartis NVS Stock Holding History

Raleigh 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 Q2	–	Sell	-24	Closed	-$3.67K	–	714
2026 Q1	$3.67K	Buy	+24	New	+$3.68K	﹤0.01%	455
2025 Q1	–	Sell	-52	Closed	-$5.03K	–	874
2024 Q4	$5.03K	Hold	52	–	–	﹤0.01%	709
2024 Q3	$5.94K	Hold	52	–	–	﹤0.01%	677
2024 Q2	$5.5K	Buy	52 +2	+4%	+$201	﹤0.01%	662
2024 Q1	$4.84K	Hold	50	–	–	﹤0.01%	661
2023 Q4	$5.05K	Hold	50	–	–	﹤0.01%	732
2023 Q3	$5.09K	Hold	50	–	–	﹤0.01%	684
2023 Q2	$5.05K	Hold	50	–	–	﹤0.01%	642
2023 Q1	$4.6K	Hold	50	–	–	﹤0.01%	623
2022 Q4	$4.54K	Sell	50 -41	-45%	-$3.45K	﹤0.01%	562
2022 Q3	$7K	Buy	91 +41	+82%	+$3.4K	﹤0.01%	433
2022 Q2	$4K	Hold	50	–	–	﹤0.01%	477
2022 Q1	$4K	Sell	50 -25	-33%	-$2.17K	﹤0.01%	488
2021 Q4	$6K	Buy	+75	New	+$6.23K	0.01%	224

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

Raleigh Capital Management's NVS Position: Q2 2026 in Review

Raleigh Capital Management sold out of Novartis (NVS) in Q2 2026, closing a stake of 24 shares — an estimated $3.67K sold.

Raleigh Capital Management first reported a position in NVS in Q4 2021 and held it in 14 quarters. The position peaked at $7K in Q3 2022. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Raleigh Capital Management reported no remaining Novartis position as of Q2 2026 after selling out during the quarter.
Raleigh Capital Management sold 24 Novartis shares in Q2 2026, an estimated $3.67K.
Raleigh Capital Management first reported a position in Novartis in Q4 2021 and held it in 14 quarters.
Raleigh Capital Management's Novartis position peaked at $7K in Q3 2022.
1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.