Advisors Asset Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.61M | Buy |
23,610
+2,827
| +14% | +$433K | 0.06% | 418 |
|
|
2025
Q4 | $2.87M | Buy |
20,783
+726
| +4% | +$95.1K | 0.05% | 481 |
|
|
2025
Q3 | $2.57M | Sell |
20,057
-1,829
| -8% | -$223K | 0.04% | 521 |
|
|
2025
Q2 | $2.65M | Sell |
21,886
-2,450
| -10% | -$276K | 0.05% | 499 |
|
|
2025
Q1 | $2.71M | Sell |
24,336
-1,604
| -6% | -$171K | 0.05% | 482 |
|
|
2024
Q4 | $2.52M | Buy |
25,940
+1,213
| +5% | +$129K | 0.05% | 502 |
|
|
2024
Q3 | $2.84M | Sell |
24,727
-2,277
| -8% | -$258K | 0.05% | 460 |
|
|
2024
Q2 | $2.87M | Buy |
27,004
+2,085
| +8% | +$209K | 0.06% | 440 |
|
|
2024
Q1 | $2.41M | Buy |
24,919
+2,431
| +11% | +$249K | 0.05% | 490 |
|
|
2023
Q4 | $2.27M | Buy |
22,488
+2,044
| +10% | +$197K | 0.05% | 494 |
|
|
2023
Q3 | $2.08M | Sell |
20,444
-138
| -0.7% | -$14K | 0.04% | 494 |
|
|
2023
Q2 | $2.08M | Buy |
20,582
+2,819
| +16% | +$282K | 0.04% | 499 |
|
|
2023
Q1 | $1.63M | Sell |
17,763
-1,297
| -7% | -$113K | 0.03% | 586 |
|
|
2022
Q4 | $1.73M | Sell |
19,060
-667
| -3% | -$56.2K | 0.04% | 548 |
|
|
2022
Q3 | $1.5M | Sell |
19,727
-3,281
| -14% | -$272K | 0.03% | 581 |
|
|
2022
Q2 | $1.95M | Buy |
23,008
+690
| +3% | +$60.5K | 0.04% | 521 |
|
|
2022
Q1 | $1.96M | Sell |
22,318
-1,231
| -5% | -$107K | 0.03% | 591 |
|
|
2021
Q4 | $2.06M | Sell |
23,549
-697
| -3% | -$57.9K | 0.03% | 596 |
|
|
2021
Q3 | $1.98M | Sell |
24,246
-51,809
| -68% | -$4.66M | 0.03% | 595 |
|
|
2021
Q2 | $6.94M | Sell |
76,055
-28,175
| -27% | -$2.51M | 0.1% | 198 |
|
|
2021
Q1 | $8.91M | Sell |
104,230
-23,512
| -18% | -$2.11M | 0.14% | 141 |
|
|
2020
Q4 | $12.1M | Sell |
127,742
-17,543
| -12% | -$1.53M | 0.2% | 94 |
|
|
2020
Q3 | $12.6M | Buy |
145,285
+6,464
| +5% | +$560K | 0.23% | 78 |
|
|
2020
Q2 | $12.1M | Buy |
138,821
+6,064
| +5% | +$523K | 0.24% | 80 |
|
|
2020
Q1 | $10.9M | Buy |
132,757
+14,079
| +12% | +$1.26M | 0.26% | 79 |
|
|
2019
Q4 | $11.2M | Buy |
118,678
+7,695
| +7% | +$690K | 0.2% | 117 |
|
|
2019
Q3 | $9.64M | Sell |
110,983
-1,188
| -1% | -$107K | 0.18% | 132 |
|
|
2019
Q2 | $10.2M | Sell |
112,171
-14,170
| -11% | -$1.2M | 0.18% | 122 |
|
|
2019
Q1 | $10.9M | Buy |
126,341
+4,670
| +4% | +$375K | 0.19% | 117 |
|
|
2018
Q4 | $9.36M | Buy |
121,671
+1,592
| +1% | +$124K | 0.19% | 133 |
|
|
2018
Q3 | $9.27M | Sell |
120,079
-5,002
| -4% | -$370K | 0.15% | 163 |
|
|
2018
Q2 | $8.47M | Buy |
125,081
+3,128
| +3% | +$216K | 0.14% | 172 |
|
|
2018
Q1 | $9.11M | Buy |
121,953
+2,473
| +2% | +$188K | 0.15% | 162 |
|
|
2017
Q4 | $8.99M | Sell |
119,480
-2,017
| -2% | -$152K | 0.15% | 168 |
|
|
2017
Q3 | $9.35M | Sell |
121,497
-6,036
| -5% | -$456K | 0.16% | 167 |
|
|
2017
Q2 | $9.54M | Buy |
127,533
+8,664
| +7% | +$614K | 0.16% | 168 |
|
|
2017
Q1 | $7.91M | Sell |
118,869
-8,657
| -7% | -$577K | 0.13% | 211 |
|
|
2016
Q4 | $8.32M | Sell |
127,526
-4,056
| -3% | -$263K | 0.14% | 201 |
|
|
2016
Q3 | $9.31M | Sell |
131,582
-18,817
| -13% | -$1.37M | 0.15% | 196 |
|
|
2016
Q2 | $11.1M | Sell |
150,399
-5,150
| -3% | -$356K | 0.18% | 148 |
|
|
2016
Q1 | $10.1M | Sell |
155,549
-15,164
| -9% | -$1.03M | 0.17% | 166 |
|
|
2015
Q4 | $13.2M | Sell |
170,713
-4,040
| -2% | -$321K | 0.21% | 117 |
|
|
2015
Q3 | $14.4M | Buy |
174,753
+415
| +0.2% | +$36.9K | 0.23% | 113 |
|
|
2015
Q2 | $15.4M | Buy |
174,338
+8,895
| +5% | +$816K | 0.21% | 125 |
|
|
2015
Q1 | $14.6M | Buy |
165,443
+9,530
| +6% | +$845K | 0.19% | 140 |
|
|
2014
Q4 | $12.9M | Buy |
155,913
+2,374
| +2% | +$197K | 0.17% | 159 |
|
|
2014
Q3 | $12.9M | Sell |
153,539
-3,048
| -2% | -$247K | 0.18% | 161 |
|
|
2014
Q2 | $12.7M | Buy |
156,587
+728
| +0.5% | +$57.3K | 0.18% | 157 |
|
|
2014
Q1 | $11.9M | Buy |
155,859
+1,495
| +1% | +$109K | 0.18% | 156 |
|
|
2013
Q4 | $11.1M | Buy |
154,364
+3,134
| +2% | +$218K | 0.18% | 159 |
|
|
2013
Q3 | $10.4M | Buy |
151,230
+7,356
| +5% | +$487K | 0.18% | 161 |
|
|
2013
Q2 | $9.12M | Buy |
+143,874
| New | +$9.36M | 0.17% | 178 |
|
Other funds holding NVS
Advisors Asset Management's NVS Position: Q1 2026 in Review
Advisors Asset Management increased its Novartis (NVS) stake by 14% in Q1 2026, buying an estimated $433K and bringing the position to 23,610 shares worth $3.61M. The position accounts for 0.06% of the portfolio, ranked #418.
Advisors Asset Management first reported a position in NVS in Q2 2013 and has held it in 52 quarters since. The position peaked at $15.4M in Q2 2015. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- Advisors Asset Management held 23,610 shares of Novartis worth $3.61M as of Q1 2026.
- Advisors Asset Management bought 2,827 Novartis shares in Q1 2026, an estimated $433K.
- Novartis made up 0.06% of Advisors Asset Management's portfolio in Q1 2026, its #418 holding.
- Advisors Asset Management first reported a position in Novartis in Q2 2013 and has held it in 52 quarters since.
- Advisors Asset Management's Novartis position peaked at $15.4M in Q2 2015.
- 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.