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Vanguard Capital Wealth Advisors’s Novartis NVS Stock Holding History

Vanguard 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
Q2 		$321K Hold
2,050
– – 0.22% 87
2026
Q1 		$313K Sell
2,050
-100
-5% -$15.3K 0.29% 68
2025
Q4 		$296K Hold
2,150
– – 0.24% 89
2025
Q3 		$276K Sell
2,150
-7
-0.3% -$854 0.22% 97
2025
Q2 		$261K Hold
2,157
– – 0.26% 80
2025
Q1 		$240K Hold
2,157
– – 0.29% 82
2024
Q4 		$210K Hold
2,157
– – 0.23% 96
2024
Q3 		$248K Hold
2,157
– – 0.26% 84
2024
Q2 		$230K Hold
2,157
– – 0.16% 109
2024
Q1 		$209K Sell
2,157
-200
-8% -$20.5K 0.15% 127
2023
Q4 		$238K Hold
2,357
– – 0.19% 109
2023
Q3 		$240K Hold
2,357
– – 0.22% 93
2023
Q2 		$238K Hold
2,357
– – 0.22% 99
2023
Q1 		$217K Hold
2,357
– – 0.22% 103
2022
Q4 		$214K Buy
+2,357
New +$199K 0.25% 95
2022
Q2 		– Sell
-2,577
Closed -$224K – 147
2022
Q1 		$224K Hold
2,577
– – 0.16% 121
2021
Q4 		$223K Hold
2,577
– – 0.16% 121
2021
Q3 		$209 Sell
2,577
-30
-1% -$2.7K 0.14% 135
2021
Q2 		$237K Hold
2,607
– – 0.18% 126
2021
Q1 		$225K Hold
2,607
– – 0.19% 111
2020
Q4 		$245K Buy
+2,607
New +$228K 0.23% 104
2020
Q2 		$236K Buy
+2,707
New +$234K 0.28% 92
2019
Q4 		$294K Sell
3,107
-100
-3% -$8.97K 0.31% 94
2019
Q3 		$278K Hold
3,207
– – 0.32% 90
2019
Q2 		$292K Sell
3,207
-372
-10% -$31.5K 0.35% 78
2019
Q1 		$308K Hold
3,579
– – 0.39% 75
2018
Q4 		$275K Hold
3,579
– – 0.41% 71
2018
Q3 		$276K Buy
+3,579
New +$265K 0.32% 93
2018
Q2 		– Sell
-3,691
Closed -$269K – 123
2018
Q1 		$269K Sell
3,691
-111
-3% -$8.45K 0.35% 81
2017
Q4 		$286K Buy
+3,802
New +$287K 0.36% 82

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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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

Vanguard Capital Wealth Advisors's NVS Position: Q2 2026 in Review

Vanguard Capital Wealth Advisors held its Novartis (NVS) position steady in Q2 2026 at 2,050 shares worth $321K. The position accounts for 0.22% of the portfolio, ranked #87.

Vanguard Capital Wealth Advisors first reported a position in NVS in Q4 2017 and has held it in 30 quarters since. 509 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Vanguard Capital Wealth Advisors held 2,050 shares of Novartis worth $321K as of Q2 2026.
  • Vanguard Capital Wealth Advisors left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.22% of Vanguard Capital Wealth Advisors's portfolio in Q2 2026, its #87 holding.
  • Vanguard Capital Wealth Advisors first reported a position in Novartis in Q4 2017 and has held it in 30 quarters since.
  • 509 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.