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	$209K	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

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

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. 1,623 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.
1,623 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.