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Veracity Capital’s Novartis NVS Stock Holding History

Veracity Capital’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 		$746K Buy
4,760
+4
+0.1% +$600 0.2% 102
2026
Q1 		$727K Buy
4,756
+990
+26% +$152K 0.26% 84
2025
Q4 		$519K Hold
3,766
– – 0.15% 132
2025
Q3 		$483K Buy
3,766
+59
+2% +$7.2K 0.15% 139
2025
Q2 		$449K Buy
3,707
+61
+2% +$6.88K 0.15% 139
2025
Q1 		$406K Sell
3,646
-182
-5% -$19.4K 0.16% 141
2024
Q4 		$373K Sell
3,828
-132
-3% -$14.1K 0.13% 154
2024
Q3 		$455K Buy
3,960
+716
+22% +$81.2K 0.17% 126
2024
Q2 		$345K Sell
3,244
-224
-6% -$22.5K 0.14% 142
2024
Q1 		$335K Buy
3,468
+51
+1% +$5.23K 0.13% 153
2023
Q4 		$345K Buy
3,417
+8
+0.2% +$772 0.14% 140
2023
Q3 		$347K Buy
3,409
+6
+0.2% +$609 0.16% 129
2023
Q2 		$343K Sell
3,403
-1
-0% -$100 0.15% 145
2023
Q1 		$313K Sell
3,404
-18
-0.5% -$1.57K 0.14% 151
2022
Q4 		$310K Sell
3,422
-1
-0% -$84 0.15% 146
2022
Q3 		$260K Sell
3,423
-117
-3% -$9.7K 0.14% 150
2022
Q2 		$299K Sell
3,540
-25
-0.7% -$2.19K 0.16% 141
2022
Q1 		$313K Buy
3,565
+104
+3% +$9.01K 0.13% 167
2021
Q4 		$303K Buy
3,461
+15
+0.4% +$1.25K 0.12% 180
2021
Q3 		$282K Buy
3,446
+19
+0.6% +$1.71K 0.12% 189
2021
Q2 		$313K Sell
3,427
-3,765
-52% -$335K 0.07% 193
2021
Q1 		$614K Buy
7,192
+84
+1% +$7.54K 0.13% 172
2020
Q4 		$672K Sell
7,108
-1,036
-13% -$90.5K 0.17% 155
2020
Q3 		$708K Sell
8,144
-322
-4% -$27.9K 0.19% 128
2020
Q2 		$740K Sell
8,466
-691
-8% -$59.6K 0.21% 129
2020
Q1 		$755K Sell
9,157
-340
-4% -$30.3K 0.22% 84
2019
Q4 		$899K Buy
+9,497
New +$852K 0.23% 96

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

Veracity Capital's NVS Position: Q2 2026 in Review

Veracity Capital increased its Novartis (NVS) stake by 0.08% in Q2 2026, buying an estimated $600 and bringing the position to 4,760 shares worth $746K. The position accounts for 0.2% of the portfolio, ranked #102.

Veracity Capital first reported a position in NVS in Q4 2019 and has held it in 27 quarters since. The position peaked at $899K in Q4 2019. 509 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Veracity Capital held 4,760 shares of Novartis worth $746K as of Q2 2026.
  • Veracity Capital bought 4 Novartis shares in Q2 2026, an estimated $600.
  • Novartis made up 0.2% of Veracity Capital's portfolio in Q2 2026, its #102 holding.
  • Veracity Capital first reported a position in Novartis in Q4 2019 and has held it in 27 quarters since.
  • Veracity Capital's Novartis position peaked at $899K in Q4 2019.
  • 509 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Veracity Capital's 13F filing for Q2 2026, filed 13 Jul 2026.