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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
Q3 		$380K Buy
2,663
+300
+13% +$45.5K 0.01% 297
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

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Sapient Capital's NVS Position: Q3 2026 in Review

Sapient Capital increased its Novartis (NVS) stake by 13% in Q3 2026, buying an estimated $45.5K and bringing the position to 2,663 shares worth $380K. The position accounts for 0.01% of the portfolio, ranked #297.

Sapient Capital first reported a position in NVS in Q4 2023 and has held it in 8 quarters since. 83 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Sapient Capital held 2,663 shares of Novartis worth $380K as of Q3 2026.
  • Sapient Capital bought 300 Novartis shares in Q3 2026, an estimated $45.5K.
  • Novartis made up 0.01% of Sapient Capital's portfolio in Q3 2026, its #297 holding.
  • Sapient Capital first reported a position in Novartis in Q4 2023 and has held it in 8 quarters since.
  • 83 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.