Armor Investment 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
$324K Hold
2,119
0.12% 81
2025
Q4
$292K Sell
2,119
-200
-9% -$26.2K 0.11% 81
2025
Q3
$297K Hold
2,319
0.09% 86
2025
Q2
$281K Sell
2,319
-559
-19% -$63K 0.11% 86
2025
Q1
$321K Hold
2,878
0.13% 80
2024
Q4
$280K Hold
2,878
0.12% 85
2024
Q3
$331K Sell
2,878
-141
-5% -$16K 0.14% 82
2024
Q2
$321K Sell
3,019
-529
-15% -$53.1K 0.15% 82
2024
Q1
$343K Sell
3,548
-4,676
-57% -$479K 0.17% 82
2023
Q4
$830K Buy
8,224
+436
+6% +$42.1K 0.44% 54
2023
Q3
$793K Buy
7,788
+165
+2% +$16.7K 0.47% 53
2023
Q2
$769K Sell
7,623
-668
-8% -$66.8K 0.47% 53
2023
Q1
$763K Sell
8,291
-93
-1% -$8.12K 0.44% 56
2022
Q4
$761K Buy
8,384
+227
+3% +$19.1K 0.46% 54
2022
Q3
$620K Sell
8,157
-513
-6% -$42.5K 0.42% 60
2022
Q2
$733K Sell
8,670
-281
-3% -$24.7K 0.48% 54
2022
Q1
$785K Buy
8,951
+929
+12% +$80.4K 0.44% 57
2021
Q4
$702K Buy
8,022
+2,653
+49% +$220K 0.4% 66
2021
Q3
$439K Sell
5,369
-123
-2% -$11.1K 0.28% 82
2021
Q2
$501K Sell
5,492
-42
-0.8% -$3.74K 0.3% 76
2021
Q1
$473K Buy
5,534
+108
+2% +$9.69K 0.31% 73
2020
Q4
$512K Buy
5,426
+1,469
+37% +$128K 0.36% 65
2020
Q3
$344K Sell
3,957
-1,253
-24% -$109K 0.29% 73
2020
Q2
$455K Buy
5,210
+53
+1% +$4.58K 0.39% 60
2020
Q1
$425K Sell
5,157
-62
-1% -$5.53K 0.43% 55
2019
Q4
$494K Buy
5,219
+55
+1% +$4.93K 0.38% 62
2019
Q3
$449K Buy
5,164
+364
+8% +$32.7K 0.37% 65
2019
Q2
$438K Sell
4,800
-557
-10% -$47.1K 0.37% 67
2019
Q1
$461K Sell
5,357
-223
-4% -$17.9K 0.4% 66
2018
Q4
$429K Buy
5,580
+446
+9% +$34.7K 0.44% 61
2018
Q3
$396K Buy
5,134
+112
+2% +$8.28K 0.35% 69
2018
Q2
$340K Sell
5,022
-279
-5% -$19.3K 0.31% 71
2018
Q1
$384K Buy
5,301
+223
+4% +$17K 0.35% 69
2017
Q4
$382K Buy
5,078
+223
+5% +$16.8K 0.35% 68
2017
Q3
$373K Buy
4,855
+335
+7% +$25.3K 0.35% 69
2017
Q2
$338K Hold
4,520
0.34% 71
2017
Q1
$301K Buy
4,520
+112
+3% +$7.46K 0.3% 77
2016
Q4
$288K Buy
+4,408
New +$286K 0.3% 75

Other funds holding NVS

Armor Investment Advisors's NVS Position: Q1 2026 in Review

Armor Investment Advisors held its Novartis (NVS) position steady in Q1 2026 at 2,119 shares worth $324K. The position accounts for 0.12% of the portfolio, ranked #81.

Armor Investment Advisors first reported a position in NVS in Q4 2016 and has held it in 38 quarters since. The position peaked at $830K in Q4 2023. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Armor Investment Advisors held 2,119 shares of Novartis worth $324K as of Q1 2026.
  • Armor Investment Advisors left its Novartis share count unchanged in Q1 2026.
  • Novartis made up 0.12% of Armor Investment Advisors's portfolio in Q1 2026, its #81 holding.
  • Armor Investment Advisors first reported a position in Novartis in Q4 2016 and has held it in 38 quarters since.
  • Armor Investment Advisors's Novartis position peaked at $830K in Q4 2023.
  • 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Armor Investment Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.