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Sapient Capital’s Novartis NVS Stock Holding History

Sapient Capital’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 		$370K Hold
2,363
– – ﹤0.01% 303
2026
Q1 		$361K Buy
2,363
+465
+24% +$71.3K 0.01% 322
2025
Q4 		$263K Buy
1,898
+164
+9% +$21.5K ﹤0.01% 363
2025
Q3 		$215K Hold
1,734
– – ﹤0.01% 366
2025
Q2 		$210K Buy
+1,734
New +$195K ﹤0.01% 355
2024
Q2 		– Sell
-2,308
Closed -$232K – 375
2024
Q1 		$232K Sell
2,308
-380
-14% -$39K 0.01% 334
2023
Q4 		$271K Buy
+2,688
New +$259K 0.01% 310

Other funds holding NVS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sapient Capital's NVS Position: Q2 2026 in Review

Sapient Capital held its Novartis (NVS) position steady in Q2 2026 at 2,363 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Sapient Capital first reported a position in NVS in Q4 2023 and has held it in 7 quarters since. 466 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Sapient Capital held 2,363 shares of Novartis worth $370K as of Q2 2026.
  • Sapient Capital left its Novartis share count unchanged in Q2 2026.
  • Novartis made up ﹤0.01% of Sapient Capital's portfolio in Q2 2026, its #303 holding.
  • Sapient Capital first reported a position in Novartis in Q4 2023 and has held it in 7 quarters since.
  • 466 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Sapient Capital's 13F filing for Q2 2026, filed 9 Jul 2026.