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Texas Capital Bank Wealth Management Services’s Novartis NVS Stock Holding History

Texas Capital Bank Wealth Management Services’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
Q1 		$337K Buy
+2,205
New +$338K 0.02% 255
2020
Q4 		– Sell
-25,860
Closed -$2.25M – 157
2020
Q3 		$2.25M Buy
+25,860
New +$2.24M 0.37% 54

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's NVS Position: Q1 2026 in Review

Texas Capital Bank Wealth Management Services opened a new position in Novartis (NVS) in Q1 2026: 2,205 shares worth $337K. The stake represents 0.02% of the portfolio and ranks #255 among its holdings. This is a return to the name: Texas Capital Bank Wealth Management Services previously reported a position in NVS as recently as Q3 2020.

Texas Capital Bank Wealth Management Services first reported a position in NVS in Q3 2020 and has held it in 2 quarters since. The position peaked at $2.25M in Q3 2020. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Texas Capital Bank Wealth Management Services held 2,205 shares of Novartis worth $337K as of Q1 2026.
  • Novartis was a new Texas Capital Bank Wealth Management Services position in Q1 2026.
  • Novartis made up 0.02% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #255 holding.
  • Texas Capital Bank Wealth Management Services first reported a position in Novartis in Q3 2020 and has held it in 2 quarters since.
  • Texas Capital Bank Wealth Management Services's Novartis position peaked at $2.25M in Q3 2020.
  • 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q1 2026, filed 11 May 2026.