Bedel Financial Consulting’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $678K | Sell |
4,326
-356
| -8% | -$53.4K | 0.06% | 144 |
|
|
2026
Q1 | $715K | Sell |
4,682
-13
| -0.3% | -$1.99K | 0.08% | 139 |
|
|
2025
Q4 | $647K | Hold |
4,695
| – | – | 0.07% | 143 |
|
|
2025
Q3 | $602K | Buy |
4,695
+250
| +6% | +$30.5K | 0.08% | 141 |
|
|
2025
Q2 | $538K | Hold |
4,445
| – | – | 0.07% | 151 |
|
|
2025
Q1 | $491K | Hold |
4,445
| – | – | 0.07% | 153 |
|
|
2024
Q4 | $488K | Hold |
4,445
| – | – | 0.07% | 154 |
|
|
2024
Q3 | $511K | Hold |
4,445
| – | – | 0.07% | 140 |
|
|
2024
Q2 | $473K | Hold |
4,445
| – | – | 0.07% | 139 |
|
|
2024
Q1 | $430K | Hold |
4,445
| – | – | 0.07% | 147 |
|
|
2023
Q4 | $449K | Hold |
4,445
| – | – | 0.08% | 136 |
|
|
2023
Q3 | $453K | Hold |
4,445
| – | – | 0.09% | 131 |
|
|
2023
Q2 | $449K | Buy |
4,445
+153
| +4% | +$15.3K | 0.09% | 127 |
|
|
2023
Q1 | $395K | Buy |
4,292
+334
| +8% | +$29.2K | 0.1% | 137 |
|
|
2022
Q4 | $359K | Buy |
3,958
+452
| +13% | +$38.1K | 0.09% | 144 |
|
|
2022
Q3 | $287K | Buy |
+3,506
| New | +$291K | 0.08% | 163 |
|
|
2022
Q2 | – | Sell |
-1,601
| Closed | -$141K | – | 644 |
|
|
2022
Q1 | $141K | Buy |
1,601
+43
| +3% | +$3.72K | 0.04% | 225 |
|
|
2021
Q4 | $136K | Buy |
1,558
+60
| +4% | +$4.98K | 0.04% | 232 |
|
|
2021
Q3 | $123K | Hold |
1,498
| – | – | 0.04% | 238 |
|
|
2021
Q2 | $137K | Hold |
1,498
| – | – | 0.05% | 226 |
|
|
2021
Q1 | $128K | Buy |
1,498
+543
| +57% | +$48.7K | 0.05% | 226 |
|
|
2020
Q4 | $90K | Sell |
955
-6
| -0.6% | -$524 | 0.04% | 238 |
|
|
2020
Q3 | $84K | Hold |
961
| – | – | 0.04% | 233 |
|
|
2020
Q2 | $84K | Hold |
961
| – | – | 0.05% | 216 |
|
|
2020
Q1 | $79K | Buy |
961
+106
| +12% | +$9.46K | 0.05% | 210 |
|
|
2019
Q4 | $81K | Hold |
855
| – | – | 0.05% | 233 |
|
|
2019
Q3 | $74K | Hold |
855
| – | – | 0.04% | 238 |
|
|
2019
Q2 | $78K | Sell |
855
-105
| -11% | -$8.89K | 0.05% | 229 |
|
|
2019
Q1 | $83K | Buy |
960
+6
| +0.6% | +$482 | 0.05% | 210 |
|
|
2018
Q4 | $73K | Hold |
954
| – | – | 0.05% | 211 |
|
|
2018
Q3 | $73K | Hold |
954
| – | – | 0.05% | 227 |
|
|
2018
Q2 | $65K | Hold |
954
| – | – | 0.05% | 240 |
|
|
2018
Q1 | $69K | Buy |
+954
| New | +$72.6K | 0.05% | 235 |
|
Other funds holding NVS
Bedel Financial Consulting's NVS Position: Q2 2026 in Review
Bedel Financial Consulting reduced its Novartis (NVS) stake by 7.6% in Q2 2026, selling an estimated $53.4K and leaving 4,326 shares worth $678K. The position accounts for 0.06% of the portfolio, ranked #144.
Bedel Financial Consulting first reported a position in NVS in Q1 2018 and has held it in 33 quarters since. The position peaked at $715K in Q1 2026. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- Bedel Financial Consulting held 4,326 shares of Novartis worth $678K as of Q2 2026.
- Bedel Financial Consulting sold 356 Novartis shares in Q2 2026, an estimated $53.4K.
- Novartis made up 0.06% of Bedel Financial Consulting's portfolio in Q2 2026, its #144 holding.
- Bedel Financial Consulting first reported a position in Novartis in Q1 2018 and has held it in 33 quarters since.
- Bedel Financial Consulting's Novartis position peaked at $715K in Q1 2026.
- 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.