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ADKINS SEALE CAPITAL MANAGEMENT LLC’s Novartis NVS Stock Holding History

ADKINS SEALE CAPITAL MANAGEMENT LLC’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 		$100K Hold
641
– – 0.09% 118
2026
Q1 		$97.9K Hold
641
– – 0.1% 111
2025
Q4 		$88.4K Buy
+641
New +$83.9K 0.09% 108

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 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

ADKINS SEALE CAPITAL MANAGEMENT LLC's NVS Position: Q2 2026 in Review

ADKINS SEALE CAPITAL MANAGEMENT LLC held its Novartis (NVS) position steady in Q2 2026 at 641 shares worth $100K. The position accounts for 0.09% of the portfolio, ranked #118.

ADKINS SEALE CAPITAL MANAGEMENT LLC first reported a position in NVS in Q4 2025 and has held it in 3 quarters since. 951 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • ADKINS SEALE CAPITAL MANAGEMENT LLC held 641 shares of Novartis worth $100K as of Q2 2026.
  • ADKINS SEALE CAPITAL MANAGEMENT LLC left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.09% of ADKINS SEALE CAPITAL MANAGEMENT LLC's portfolio in Q2 2026, its #118 holding.
  • ADKINS SEALE CAPITAL MANAGEMENT LLC first reported a position in Novartis in Q4 2025 and has held it in 3 quarters since.
  • 951 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on ADKINS SEALE CAPITAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 5 Aug 2026.