South Shore Capital Advisors’s Novartis NVS Stock Holding History

South Shore 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	$450K	Sell	2,870 -26,933	-90%	-$4.04M	0.3%	76
2026 Q1	$4.49M	Buy	29,803 +25,238	+553%	+$3.87M	3.29%	6
2025 Q4	$629K	Buy	+4,565	New	+$598K	0.46%	42
2021 Q1	–	Sell	-2,863	Closed	-$270K	–	130
2020 Q4	$270K	Buy	+2,863	New	+$250K	0.27%	93

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

South Shore Capital Advisors's NVS Position: Q2 2026 in Review

South Shore Capital Advisors reduced its Novartis (NVS) stake by 90% in Q2 2026, selling an estimated $4.04M and leaving 2,870 shares worth $450K. The position accounts for 0.3% of the portfolio, ranked #76.

South Shore Capital Advisors first reported a position in NVS in Q4 2020 and has held it in 4 quarters since. The position peaked at $4.49M in Q1 2026. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

South Shore Capital Advisors held 2,870 shares of Novartis worth $450K as of Q2 2026.
South Shore Capital Advisors sold 26,933 Novartis shares in Q2 2026, an estimated $4.04M.
Novartis made up 0.3% of South Shore Capital Advisors's portfolio in Q2 2026, its #76 holding.
South Shore Capital Advisors first reported a position in Novartis in Q4 2020 and has held it in 4 quarters since.
South Shore Capital Advisors's Novartis position peaked at $4.49M in Q1 2026.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on South Shore Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.