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Verdence Capital Advisors’s Novartis NVS Stock Holding History

Verdence Capital 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 		$628K Buy
4,005
+2,176
+119% +$326K 0.03% 390
2026
Q1 		$279K Buy
1,829
+86
+5% +$13.2K 0.02% 545
2025
Q4 		$240K Buy
1,743
+13
+0.8% +$1.7K 0.01% 582
2025
Q3 		$223K Sell
1,730
-13
-0.7% -$1.59K 0.01% 648
2025
Q2 		$211K Buy
+1,743
New +$196K 0.01% 636
2022
Q2 		– Sell
-10,629
Closed -$933K – 524
2022
Q1 		$933K Buy
10,629
+267
+3% +$23.1K 0.11% 205
2021
Q4 		$906K Buy
10,362
+436
+4% +$36.2K 0.11% 193
2021
Q3 		$812K Buy
9,926
+252
+3% +$22.7K 0.11% 201
2021
Q2 		$883K Buy
9,674
+427
+5% +$38K 0.12% 179
2021
Q1 		$790K Sell
9,247
-4,239
-31% -$380K 0.13% 165
2020
Q4 		$1.27M Sell
13,486
-2,675
-17% -$234K 0.24% 108
2020
Q3 		$1.41M Sell
16,161
-2,449
-13% -$212K 0.32% 88
2020
Q2 		$1.63M Buy
18,610
+537
+3% +$46.4K 0.4% 72
2020
Q1 		$1.49M Buy
18,073
+2,953
+20% +$263K 0.45% 59
2019
Q4 		$1.43M Buy
15,120
+9
+0.1% +$808 0.35% 77
2019
Q3 		$1.31M Buy
15,111
+95
+0.6% +$8.53K 0.37% 79
2019
Q2 		$1.37M Sell
15,016
-845
-5% -$71.5K 0.39% 77
2019
Q1 		$1.37M Buy
15,861
+353
+2% +$28.3K 0.37% 78
2018
Q4 		$1.19M Buy
15,508
+2,606
+20% +$203K 0.33% 74
2018
Q3 		$996K Sell
12,902
-443
-3% -$32.7K 0.25% 93
2018
Q2 		$903K Sell
13,345
-807
-6% -$55.7K 0.22% 108
2018
Q1 		$1.02M Buy
14,152
+1,947
+16% +$148K 0.25% 96
2017
Q4 		$918K Buy
+12,205
New +$921K 0.22% 91

Other funds holding NVS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Verdence Capital Advisors's NVS Position: Q2 2026 in Review

Verdence Capital Advisors increased its Novartis (NVS) stake by 119% in Q2 2026, buying an estimated $326K and bringing the position to 4,005 shares worth $628K. The position accounts for 0.03% of the portfolio, ranked #390.

Verdence Capital Advisors first reported a position in NVS in Q4 2017 and has held it in 23 quarters since. The position peaked at $1.63M in Q2 2020. 761 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Verdence Capital Advisors held 4,005 shares of Novartis worth $628K as of Q2 2026.
  • Verdence Capital Advisors bought 2,176 Novartis shares in Q2 2026, an estimated $326K.
  • Novartis made up 0.03% of Verdence Capital Advisors's portfolio in Q2 2026, its #390 holding.
  • Verdence Capital Advisors first reported a position in Novartis in Q4 2017 and has held it in 23 quarters since.
  • Verdence Capital Advisors's Novartis position peaked at $1.63M in Q2 2020.
  • 761 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.