Baird Financial Group’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 | $10.3M | Sell |
67,212
-1,173
| -2% | -$180K | 0.02% | 555 |
|
|
2025
Q4 | $9.43M | Sell |
68,385
-1,107
| -2% | -$145K | 0.01% | 553 |
|
|
2025
Q3 | $8.91M | Buy |
69,492
+430
| +0.6% | +$52.5K | 0.01% | 573 |
|
|
2025
Q2 | $8.36M | Sell |
69,062
-16,069
| -19% | -$1.81M | 0.01% | 560 |
|
|
2025
Q1 | $9.49M | Buy |
85,131
+535
| +0.6% | +$57K | 0.02% | 524 |
|
|
2024
Q4 | $8.23M | Sell |
84,596
-5,155
| -6% | -$550K | 0.02% | 558 |
|
|
2024
Q3 | $10.3M | Buy |
89,751
+2,467
| +3% | +$280K | 0.02% | 496 |
|
|
2024
Q2 | $9.29M | Buy |
87,284
+5,644
| +7% | +$567K | 0.02% | 505 |
|
|
2024
Q1 | $7.9M | Buy |
81,640
+5,986
| +8% | +$614K | 0.02% | 536 |
|
|
2023
Q4 | $7.64M | Buy |
75,654
+2,246
| +3% | +$217K | 0.02% | 539 |
|
|
2023
Q3 | $7.48M | Sell |
73,408
-3,426
| -4% | -$348K | 0.02% | 509 |
|
|
2023
Q2 | $7.75M | Buy |
76,834
+5,195
| +7% | +$520K | 0.02% | 506 |
|
|
2023
Q1 | $6.59M | Sell |
71,639
-1,301
| -2% | -$114K | 0.02% | 522 |
|
|
2022
Q4 | $6.62M | Sell |
72,940
-16,278
| -18% | -$1.37M | 0.02% | 521 |
|
|
2022
Q3 | $6.78M | Sell |
89,218
-5,893
| -6% | -$488K | 0.02% | 499 |
|
|
2022
Q2 | $8.04M | Sell |
95,111
-366
| -0.4% | -$32.1K | 0.02% | 474 |
|
|
2022
Q1 | $8.38M | Buy |
95,477
+4,122
| +5% | +$357K | 0.02% | 482 |
|
|
2021
Q4 | $7.99M | Sell |
91,355
-189
| -0.2% | -$15.7K | 0.02% | 494 |
|
|
2021
Q3 | $7.49M | Buy |
91,544
+1,343
| +1% | +$121K | 0.02% | 493 |
|
|
2021
Q2 | $8.23M | Buy |
90,201
+162
| +0.2% | +$14.4K | 0.02% | 469 |
|
|
2021
Q1 | $7.7M | Buy |
90,039
+2,030
| +2% | +$182K | 0.02% | 460 |
|
|
2020
Q4 | $8.31M | Buy |
88,009
+4,152
| +5% | +$363K | 0.02% | 417 |
|
|
2020
Q3 | $7.29M | Buy |
83,857
+1,378
| +2% | +$119K | 0.03% | 417 |
|
|
2020
Q2 | $7.2M | Sell |
82,479
-9,092
| -10% | -$785K | 0.03% | 402 |
|
|
2020
Q1 | $7.55M | Buy |
91,571
+9,088
| +11% | +$811K | 0.03% | 360 |
|
|
2019
Q4 | $7.81M | Sell |
82,483
-2,501
| -3% | -$224K | 0.03% | 435 |
|
|
2019
Q3 | $7.38M | Sell |
84,984
-12,315
| -13% | -$1.11M | 0.03% | 416 |
|
|
2019
Q2 | $8.88M | Buy |
97,299
+16,353
| +20% | +$1.38M | 0.03% | 382 |
|
|
2019
Q1 | $6.97M | Sell |
80,946
-5,189
| -6% | -$417K | 0.04% | 375 |
|
|
2018
Q4 | $6.62M | Buy |
86,135
+111
| +0.1% | +$8.64K | 0.05% | 372 |
|
|
2018
Q3 | $6.66M | Sell |
86,024
-1,200
| -1% | -$88.7K | 0.04% | 390 |
|
|
2018
Q2 | $5.9M | Sell |
87,224
-38,920
| -31% | -$2.69M | 0.04% | 397 |
|
|
2018
Q1 | $9.14M | Buy |
126,144
+10,605
| +9% | +$807K | 0.06% | 304 |
|
|
2017
Q4 | $8.69M | Buy |
115,539
+11,890
| +11% | +$897K | 0.06% | 309 |
|
|
2017
Q3 | $7.97M | Sell |
103,649
-108
| -0.1% | -$8.16K | 0.06% | 308 |
|
|
2017
Q2 | $7.76M | Buy |
103,757
+17,443
| +20% | +$1.24M | 0.06% | 311 |
|
|
2017
Q1 | $5.74M | Sell |
86,314
-24,484
| -22% | -$1.63M | 0.05% | 362 |
|
|
2016
Q4 | $7.23M | Buy |
110,798
+10,089
| +10% | +$654K | 0.06% | 299 |
|
|
2016
Q3 | $7.13M | Sell |
100,709
-10,747
| -10% | -$783K | 0.06% | 304 |
|
|
2016
Q2 | $8.23M | Buy |
111,456
+20,578
| +23% | +$1.42M | 0.08% | 271 |
|
|
2016
Q1 | $5.9M | Buy |
90,878
+3,329
| +4% | +$226K | 0.06% | 332 |
|
|
2015
Q4 | $6.75M | Sell |
87,549
-1,632
| -2% | -$130K | 0.07% | 284 |
|
|
2015
Q3 | $7.34M | Buy |
89,181
+7,134
| +9% | +$635K | 0.08% | 253 |
|
|
2015
Q2 | $7.23M | Buy |
+82,047
| New | +$7.53M | 0.07% | 263 |
|
Other funds holding NVS
