U.S. Capital Wealth Advisors’s Novartis NVS Stock Holding History

U.S. Capital Wealth 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 Q1	$2.12M	Sell	13,896 -1,163	-8%	-$178K	0.05%	342
2025 Q4	$2.08M	Sell	15,059 -567	-4%	-$74.3K	0.05%	330
2025 Q3	$2M	Buy	15,626 +108	+0.7%	+$13.2K	0.05%	331
2025 Q2	$1.88M	Buy	15,518 +543	+4%	+$61.2K	0.05%	312
2025 Q1	$1.67M	Buy	14,975 +314	+2%	+$33.4K	0.05%	327
2024 Q4	$1.43M	Buy	14,661 +213	+1%	+$22.7K	0.04%	364
2024 Q3	$1.66M	Buy	14,448 +1,547	+12%	+$176K	0.06%	269
2024 Q2	$1.37M	Sell	12,901 -84,592	-87%	-$8.49M	0.05%	302
2024 Q1	$9.43M	Sell	97,493 -1,701	-2%	-$174K	0.36%	59
2023 Q4	$10M	Buy	99,194 +2,226	+2%	+$215K	0.4%	57
2023 Q3	$9.88M	Buy	96,968 +778	+0.8%	+$79K	0.44%	46
2023 Q2	$9.71M	Sell	96,190 -3,600	-4%	-$360K	0.46%	48
2023 Q1	$9.18M	Buy	99,790 +5,156	+5%	+$450K	0.42%	47
2022 Q4	$8.59M	Sell	94,634 -19,163	-17%	-$1.61M	0.4%	48
2022 Q3	$8.65M	Buy	113,797 +1,605	+1%	+$133K	0.44%	38
2022 Q2	$9.48M	Buy	112,192 +4,013	+4%	+$352K	0.42%	47
2022 Q1	$9.49M	Buy	108,179 +17,645	+19%	+$1.53M	0.35%	57
2021 Q4	$7.92M	Sell	90,534 -5,012	-5%	-$416K	0.31%	77
2021 Q3	$7.81M	Buy	+95,546	New	+$8.6M	0.34%	69

Other funds holding NVS

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

U.S. Capital Wealth Advisors's NVS Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Novartis (NVS) stake by 7.7% in Q1 2026, selling an estimated $178K and leaving 13,896 shares worth $2.12M. The position accounts for 0.05% of the portfolio, ranked #342.

U.S. Capital Wealth Advisors first reported a position in NVS in Q3 2021 and has held it in 19 quarters since. The position peaked at $10M in Q4 2023. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

U.S. Capital Wealth Advisors held 13,896 shares of Novartis worth $2.12M as of Q1 2026.
U.S. Capital Wealth Advisors sold 1,163 Novartis shares in Q1 2026, an estimated $178K.
Novartis made up 0.05% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #342 holding.
U.S. Capital Wealth Advisors first reported a position in Novartis in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's Novartis position peaked at $10M in Q4 2023.
1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.