Bank of Montreal’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
$39.6M Sell
259,345
-725,254
-74% -$111M 0.02% 618
2025
Q4
$136M Sell
984,599
-60,592
-6% -$7.93M 0.05% 307
2025
Q3
$134M Buy
1,045,191
+480,201
+85% +$58.6M 0.06% 261
2025
Q2
$68.4M Buy
564,990
+469,080
+489% +$52.9M 0.03% 351
2025
Q1
$10.7M Sell
95,910
-444,402
-82% -$47.3M 0.01% 901
2024
Q4
$52.6M Sell
540,312
-240,668
-31% -$25.7M 0.03% 447
2024
Q3
$90.3M Buy
780,980
+123,077
+19% +$14M 0.04% 321
2024
Q2
$70.7M Buy
657,903
+509,567
+344% +$51.2M 0.02% 375
2024
Q1
$14.4M Buy
148,336
+2,901
+2% +$297K ﹤0.01% 850
2023
Q4
$14.7M Sell
145,435
-6,883
-5% -$664K ﹤0.01% 890
2023
Q3
$15.7M Buy
152,318
+378
+0.2% +$38.4K 0.01% 799
2023
Q2
$15.5M Sell
151,940
-4,203
-3% -$420K 0.01% 827
2023
Q1
$14.4M Sell
156,143
-3,297
-2% -$288K 0.01% 788
2022
Q4
$14.6M Sell
159,440
-65,151
-29% -$5.49M 0.01% 818
2022
Q3
$17.3K Buy
224,591
+66,313
+42% +$5.5M 0.01% 739
2022
Q2
$13.4K Sell
158,278
-7,643
-5% -$671K 0.01% 927
2022
Q1
$14.6M Sell
165,921
-95,734
-37% -$8.29M 0.01% 976
2021
Q4
$22.9M Buy
261,655
+67,661
+35% +$5.62M 0.01% 696
2021
Q3
$16.2M Sell
193,994
-171,075
-47% -$15.4M 0.01% 1043
2021
Q2
$33.8M Buy
365,069
+194,537
+114% +$17.3M 0.02% 665
2021
Q1
$14.8M Buy
170,532
+21,678
+15% +$1.95M 0.01% 813
2020
Q4
$14.1M Sell
148,854
-721
-0.5% -$63K 0.01% 857
2020
Q3
$12.9M Buy
149,575
+2,354
+2% +$204K 0.01% 743
2020
Q2
$12.9M Sell
147,221
-3,142
-2% -$271K 0.01% 729
2020
Q1
$12.6M Sell
150,363
-25,229
-14% -$2.25M 0.02% 634
2019
Q4
$16.6M Sell
175,592
-9,389
-5% -$842K 0.01% 754
2019
Q3
$16.1M Sell
184,981
-10,696
-5% -$960K 0.01% 700
2019
Q2
$17.9M Buy
195,677
+7,408
+4% +$627K 0.02% 679
2019
Q1
$16.2M Buy
188,269
+21,068
+13% +$1.69M 0.02% 681
2018
Q4
$12.9M Sell
167,201
-20,726
-11% -$1.61M 0.01% 703
2018
Q3
$14.5M Buy
187,927
+1,414
+0.8% +$105K 0.01% 773
2018
Q2
$12.6M Sell
186,513
-8,220
-4% -$567K 0.01% 797
2018
Q1
$14.1M Buy
194,733
+28,058
+17% +$2.14M 0.01% 729
2017
Q4
$12.5M Sell
166,675
-21,764
-12% -$1.64M 0.01% 776
2017
Q3
$14.5M Sell
188,439
-569
-0.3% -$43K 0.01% 696
2017
Q2
$14.1M Buy
189,008
+9,725
+5% +$689K 0.01% 705
2017
Q1
$11.9M Sell
179,283
-8,289
-4% -$552K 0.01% 744
2016
Q4
$11.6M Sell
187,572
-15,665
-8% -$1.02M 0.01% 748
2016
Q3
$14.4M Sell
203,237
-8,865
-4% -$646K 0.02% 669
2016
Q2
$15.7M Buy
212,102
+10,760
+5% +$743K 0.02% 624
2016
Q1
$13.1M Sell
201,342
-8,285
-4% -$564K 0.02% 635
2015
Q4
$16.2M Buy
209,627
+35,675
+21% +$2.83M 0.02% 558
2015
Q3
$14.3M Sell
173,952
-1,326
-0.8% -$118K 0.02% 568
2015
Q2
$15.4M Sell
175,278
-8,863
-5% -$813K 0.02% 621
2015
Q1
$16.3M Sell
184,141
-915
-0.5% -$81.2K 0.02% 590
2014
Q4
$15.4M Buy
185,056
+3,377
+2% +$280K 0.02% 590
2014
Q3
$15.3M Sell
181,679
-684
-0.4% -$55.3K 0.02% 607
2014
Q2
$14.8M Buy
182,363
+9,653
+6% +$759K 0.02% 627
2014
Q1
$13.2M Buy
172,710
+1,546
+0.9% +$113K 0.02% 561
2013
Q4
$12.3M Sell
171,164
-22,663
-12% -$1.58M 0.02% 526
2013
Q3
$13.3M Buy
193,827
+26,527
+16% +$1.76M 0.02% 438
2013
Q2
$10.6M Buy
+167,300
New +$10.9M 0.02% 478

Other funds holding NVS