Veracity Capital
NVS icon

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
Q3 		$674K Sell
4,726
-34
-0.7% -$5.16K 0.18% 105
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% +$9K 0.13% 167
2021
Q4 		$303K Buy
3,461
+15
+0.4% +$1.24K 0.12% 180
2021
Q3 		$282K Buy
3,446
+19
+0.6% +$1.71K 0.12% 189
2021
Q2 		$313K Sell
3,427
-169
-5% -$15K 0.07% 193
2021
Q1 		$307K Buy
3,596
+42
+1% +$3.77K 0.14% 170
2020
Q4 		$336K Sell
3,554
-518
-13% -$45.3K 0.17% 148
2020
Q3 		$354K Sell
4,072
-161
-4% -$13.9K 0.2% 125
2020
Q2 		$370K Sell
4,233
-4,924
-54% -$425K 0.21% 124
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Matthew Goff Investment Advisor
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
Eldred Rock Partners
Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Veracity Capital's NVS Position: Q3 2026 in Review

Veracity Capital reduced its Novartis (NVS) stake by 0.71% in Q3 2026, selling an estimated $5.16K and leaving 4,726 shares worth $674K. The position accounts for 0.18% of the portfolio, ranked #105.

Veracity Capital first reported a position in NVS in Q4 2019 and has held it in 28 quarters since. The position peaked at $899K in Q4 2019. 447 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Veracity Capital held 4,726 shares of Novartis worth $674K as of Q3 2026.
  • Veracity Capital sold 34 Novartis shares in Q3 2026, an estimated $5.16K.
  • Novartis made up 0.18% of Veracity Capital's portfolio in Q3 2026, its #105 holding.
  • Veracity Capital first reported a position in Novartis in Q4 2019 and has held it in 28 quarters since.
  • Veracity Capital's Novartis position peaked at $899K in Q4 2019.
  • 447 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Veracity Capital's 13F filing for Q3 2026, filed 8 Oct 2026.