Ancora Advisors’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 | $353K | Buy |
2,310
+49
| +2% | +$7.51K | 0.01% | 595 |
|
|
2025
Q4 | $312K | Buy |
2,261
+305
| +16% | +$39.9K | 0.01% | 633 |
|
|
2025
Q3 | $251K | Sell |
1,956
-697
| -26% | -$85K | 0.01% | 678 |
|
|
2025
Q2 | $321K | Sell |
2,653
-154
| -5% | -$17.4K | 0.01% | 631 |
|
|
2025
Q1 | $313K | Sell |
2,807
-269
| -9% | -$28.6K | 0.01% | 628 |
|
|
2024
Q4 | $299K | Hold |
3,076
| – | – | 0.01% | 622 |
|
|
2024
Q3 | $354K | Sell |
3,076
-61
| -2% | -$6.92K | 0.01% | 574 |
|
|
2024
Q2 | $334K | Buy |
3,137
+68
| +2% | +$6.83K | 0.01% | 571 |
|
|
2024
Q1 | $297K | Hold |
3,069
| – | – | 0.01% | 592 |
|
|
2023
Q4 | $310K | Sell |
3,069
-319
| -9% | -$30.8K | 0.01% | 585 |
|
|
2023
Q3 | $345K | Buy |
3,388
+117
| +4% | +$11.9K | 0.01% | 548 |
|
|
2023
Q2 | $330K | Sell |
3,271
-71
| -2% | -$7.1K | 0.01% | 542 |
|
|
2023
Q1 | $308K | Hold |
3,342
| – | – | 0.01% | 568 |
|
|
2022
Q4 | $303K | Sell |
3,342
-106
| -3% | -$8.93K | 0.01% | 589 |
|
|
2022
Q3 | $262K | Sell |
3,448
-7
| -0.2% | -$580 | 0.01% | 663 |
|
|
2022
Q2 | $292K | Sell |
3,455
-161
| -4% | -$14.1K | 0.01% | 662 |
|
|
2022
Q1 | $317K | Sell |
3,616
-107
| -3% | -$9.26K | 0.01% | 676 |
|
|
2021
Q4 | $325K | Sell |
3,723
-2,706
| -42% | -$225K | 0.01% | 661 |
|
|
2021
Q3 | $526K | Buy |
6,429
+2,786
| +76% | +$251K | 0.01% | 532 |
|
|
2021
Q2 | $332K | Buy |
3,643
+30
| +0.8% | +$2.67K | 0.01% | 647 |
|
|
2021
Q1 | $309K | Sell |
3,613
-23
| -0.6% | -$2.06K | 0.01% | 629 |
|
|
2020
Q4 | $344K | Buy |
3,636
+198
| +6% | +$17.3K | 0.01% | 533 |
|
|
2020
Q3 | $299K | Hold |
3,438
| – | – | 0.01% | 535 |
|
|
2020
Q2 | $300K | Buy |
3,438
+168
| +5% | +$14.5K | 0.01% | 534 |
|
|
2020
Q1 | $270K | Sell |
3,270
-300
| -8% | -$26.8K | 0.01% | 583 |
|
|
2019
Q4 | $338K | Hold |
3,570
| – | – | 0.01% | 560 |
|
|
2019
Q3 | $311K | Sell |
3,570
-41
| -1% | -$3.68K | 0.01% | 534 |
|
|
2019
Q2 | $330K | Sell |
3,611
-1,667
| -32% | -$141K | 0.01% | 485 |
|
|
2019
Q1 | $454K | Buy |
5,278
+38
| +0.7% | +$3.05K | 0.02% | 443 |
|
|
2018
Q4 | $403K | Hold |
5,240
| – | – | 0.02% | 453 |
|
|
2018
Q3 | $405K | Hold |
5,240
| – | – | 0.02% | 529 |
|
|
2018
Q2 | $355K | Sell |
5,240
-1,715
| -25% | -$118K | 0.02% | 550 |
|
|
2018
Q1 | $504K | Buy |
6,955
+1,075
| +18% | +$81.8K | 0.02% | 467 |
|
|
2017
Q4 | $443K | Buy |
5,880
+1,116
| +23% | +$84.2K | 0.02% | 461 |
|
|
2017
Q3 | $366K | Buy |
4,764
+139
| +3% | +$10.5K | 0.02% | 516 |
|
|
2017
Q2 | $346K | Hold |
4,625
| – | – | 0.02% | 487 |
|
|
2017
Q1 | $308K | Hold |
4,625
| – | – | 0.02% | 507 |
|
|
2016
Q4 | $302K | Buy |
4,625
+1,563
| +51% | +$101K | 0.02% | 489 |
|
|
2016
Q3 | $217K | Hold |
3,062
| – | – | 0.02% | 464 |
|
|
2016
Q2 | $226K | Buy |
+3,062
| New | +$212K | 0.03% | 445 |
|
|
2016
Q1 | – | Sell |
-3,062
| Closed | -$236K | – | 514 |
|
|
2015
Q4 | $236K | Hold |
3,062
| – | – | 0.03% | 428 |
|
|
2015
Q3 | $252K | Buy |
3,062
+356
| +13% | +$31.7K | 0.03% | 411 |
|
|
2015
Q2 | $238K | Buy |
+2,706
| New | +$248K | 0.03% | 440 |
|
|
2015
Q1 | – | Sell |
-2,930
| Closed | -$260K | – | 429 |
|
|
2014
Q4 | $243K | Buy |
+2,930
| New | +$243K | 0.03% | 423 |
|
|
2013
Q4 | – | Sell |
-4,687
| Closed | -$322K | – | 434 |
|
|
2013
Q3 | $322K | Hold |
4,687
| – | – | 0.06% | 300 |
|
|
2013
Q2 | $297K | Buy |
+4,687
| New | +$305K | 0.05% | 310 |
|
Other funds holding NVS
Ancora Advisors's NVS Position: Q1 2026 in Review
Ancora Advisors increased its Novartis (NVS) stake by 2.2% in Q1 2026, buying an estimated $7.51K and bringing the position to 2,310 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #595.
Ancora Advisors first reported a position in NVS in Q2 2013 and has held it in 46 quarters since. The position peaked at $526K in Q3 2021. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- Ancora Advisors held 2,310 shares of Novartis worth $353K as of Q1 2026.
- Ancora Advisors bought 49 Novartis shares in Q1 2026, an estimated $7.51K.
- Novartis made up 0.01% of Ancora Advisors's portfolio in Q1 2026, its #595 holding.
- Ancora Advisors first reported a position in Novartis in Q2 2013 and has held it in 46 quarters since.
- Ancora Advisors's Novartis position peaked at $526K in Q3 2021.
- 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.