Bartlett & Co Wealth 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 | $12M | Sell |
83,279
-1,220
| -1% | -$187K | 0.15% | 96 |
|
|
2025
Q4 | $11.6M | Sell |
84,499
-208
| -0.2% | -$27.2K | 0.15% | 100 |
|
|
2025
Q3 | $10.9M | Sell |
84,707
-1,116
| -1% | -$136K | 0.14% | 107 |
|
|
2025
Q2 | $10.4M | Buy |
85,823
+636
| +0.7% | +$71.7K | 0.15% | 103 |
|
|
2025
Q1 | $9.84M | Sell |
85,187
-31,302
| -27% | -$3.33M | 0.14% | 100 |
|
|
2024
Q4 | $11.3M | Sell |
116,489
-680
| -0.6% | -$72.5K | 0.16% | 94 |
|
|
2024
Q3 | $13.5M | Sell |
117,169
-4,507
| -4% | -$511K | 0.19% | 85 |
|
|
2024
Q2 | $13M | Sell |
121,676
-17,402
| -13% | -$1.75M | 0.2% | 87 |
|
|
2024
Q1 | $13.9M | Sell |
139,078
-11,968
| -8% | -$1.23M | 0.21% | 86 |
|
|
2023
Q4 | $15.1M | Sell |
151,046
-2,000
| -1% | -$193K | 0.25% | 76 |
|
|
2023
Q3 | $15.6M | Sell |
153,046
-2,722
| -2% | -$276K | 0.28% | 73 |
|
|
2023
Q2 | $15.7M | Sell |
155,768
-11,825
| -7% | -$1.18M | 0.27% | 75 |
|
|
2023
Q1 | $15.4M | Sell |
167,593
-10,278
| -6% | -$898K | 0.3% | 73 |
|
|
2022
Q4 | $16.1M | Sell |
177,871
-3,394
| -2% | -$286K | 0.32% | 73 |
|
|
2022
Q3 | $13.8M | Sell |
181,265
-2,848
| -2% | -$236K | 0.3% | 75 |
|
|
2022
Q2 | $15.6M | Sell |
184,113
-31,329
| -15% | -$2.75M | 0.32% | 73 |
|
|
2022
Q1 | $18.9M | Sell |
215,442
-543
| -0.3% | -$47K | 0.33% | 73 |
|
|
2021
Q4 | $18.9M | Sell |
215,985
-4,938
| -2% | -$410K | 0.32% | 71 |
|
|
2021
Q3 | $18.1M | Sell |
220,923
-1,110
| -0.5% | -$99.9K | 0.34% | 70 |
|
|
2021
Q2 | $20.3M | Sell |
222,033
-7,837
| -3% | -$698K | 0.39% | 69 |
|
|
2021
Q1 | $19.7M | Sell |
229,870
-6,832
| -3% | -$613K | 0.4% | 68 |
|
|
2020
Q4 | $22.4M | Sell |
236,702
-4,084
| -2% | -$357K | 0.48% | 62 |
|
|
2020
Q3 | $20.9M | Buy |
240,786
+6,215
| +3% | +$538K | 0.49% | 61 |
|
|
2020
Q2 | $20.5M | Sell |
234,571
-3,092
| -1% | -$267K | 0.53% | 56 |
|
|
2020
Q1 | $19.6M | Sell |
237,663
-6,308
| -3% | -$563K | 0.6% | 50 |
|
|
2019
Q4 | $23.1M | Sell |
243,971
-3,489
| -1% | -$313K | 0.56% | 53 |
|
|
2019
Q3 | $21.5M | Sell |
247,460
-9,885
| -4% | -$888K | 0.56% | 54 |
|
|
2019
Q2 | $23.5M | Sell |
257,345
-242,823
| -49% | -$20.6M | 0.88% | 43 |
|
|
2019
Q1 | $43.1M | Sell |
500,168
-3,505
| -0.7% | -$281K | 1.65% | 18 |
|
|
2018
Q4 | $38.7M | Sell |
503,673
-3,957
| -0.8% | -$308K | 1.65% | 17 |
|
|
2018
Q3 | $39.2M | Sell |
507,630
-1,461
| -0.3% | -$108K | 1.47% | 19 |
|
|
2018
Q2 | $34.5M | Sell |
509,091
-12,478
| -2% | -$861K | 1.4% | 23 |
|
|
2018
Q1 | $37.8M | Buy |
+521,569
| New | +$39.7M | 1.56% | 17 |
|
Other funds holding NVS
Bartlett & Co Wealth Management's NVS Position: Q1 2026 in Review
Bartlett & Co Wealth Management reduced its Novartis (NVS) stake by 1.4% in Q1 2026, selling an estimated $187K and leaving 83,279 shares worth $12M. The position accounts for 0.15% of the portfolio, ranked #96.
Bartlett & Co Wealth Management first reported a position in NVS in Q1 2018 and has held it in 33 quarters since. The position peaked at $43.1M in Q1 2019. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- Bartlett & Co Wealth Management held 83,279 shares of Novartis worth $12M as of Q1 2026.
- Bartlett & Co Wealth Management sold 1,220 Novartis shares in Q1 2026, an estimated $187K.
- Novartis made up 0.15% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #96 holding.
- Bartlett & Co Wealth Management first reported a position in Novartis in Q1 2018 and has held it in 33 quarters since.
- Bartlett & Co Wealth Management's Novartis position peaked at $43.1M in Q1 2019.
- 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.