Cox Capital Mgt LLC’s Novartis AG Position
Does Cox Capital Mgt LLC own Novartis AG (NVSN)? Not currently — the last reported position was 23.8K shares worth $2M in Q4 2022; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$2M
Q4 2022
Shares
23.8K
% of Portfolio
+1.41%
Quarters Held
17
position exited
Position History NVSN
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2022 | 23.8K | $2M | +1.41% |
| Q3 2022 | 23.7K | $2M | +1.31% |
| Q2 2022 | 23.5K | $2M | +1.36% |
| Q1 2022 | 24.0K | $2M | +1.32% |
| Q4 2021 | 23.9K | $2M | +1.24% |
| Q3 2021 | 23.4K | $2M | +1.29% |
| Q2 2021 | 23.4K | $2M | +1.43% |
| Q1 2021 | 22.4K | $2M | +1.33% |
| Q4 2020 | 23.0K | $2M | +1.65% |
| Q3 2020 | 22.1K | $2M | +1.70% |
| Q2 2020 | 21.4K | $2M | +1.84% |
| Q1 2020 | 20.0K | $2M | +1.65% |
| Q4 2019 | 20.0K | $2M | +1.72% |
| Q3 2019 | 20.2K | $2M | +1.71% |
| Q2 2019 | 20.5K | $2M | +1.90% |
| Q1 2019 | 19.6K | $2M | +2.04% |
| Q4 2018 | 19.5K | $2M | +1.98% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cox Capital Mgt LLC’s full portfolio or all institutional holders of NVSN.