Blue Fin Capital’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 | – | Sell |
-1,605
| Closed | -$221K | – | 154 |
|
|
2025
Q4 | $221K | Sell |
1,605
-158
| -9% | -$20.7K | 0.03% | 149 |
|
|
2025
Q3 | $226K | Sell |
1,763
-298
| -14% | -$36.4K | 0.04% | 141 |
|
|
2025
Q2 | $249K | Buy |
2,061
+5
| +0.2% | +$564 | 0.04% | 134 |
|
|
2025
Q1 | $229K | Sell |
2,056
-144
| -7% | -$15.3K | 0.04% | 130 |
|
|
2024
Q4 | $214K | Sell |
2,200
-20
| -0.9% | -$2.13K | 0.04% | 133 |
|
|
2024
Q3 | $255K | Sell |
2,220
-109
| -5% | -$12.4K | 0.05% | 131 |
|
|
2024
Q2 | $248K | Buy |
2,329
+9
| +0.4% | +$903 | 0.05% | 134 |
|
|
2024
Q1 | $224K | Sell |
2,320
-1
| -0% | -$103 | 0.05% | 136 |
|
|
2023
Q4 | $234K | Hold |
2,321
| – | – | 0.06% | 130 |
|
|
2023
Q3 | $236K | Sell |
2,321
-43
| -2% | -$4.37K | 0.07% | 121 |
|
|
2023
Q2 | $239K | Hold |
2,364
| – | – | 0.07% | 124 |
|
|
2023
Q1 | $247K | Sell |
2,364
-101
| -4% | -$8.82K | 0.08% | 120 |
|
|
2022
Q4 | $224K | Buy |
+2,465
| New | +$208K | 0.08% | 124 |
|
|
2022
Q3 | – | Sell |
-2,564
| Closed | -$216K | – | 130 |
|
|
2022
Q2 | $216K | Hold |
2,564
| – | – | 0.08% | 125 |
|
|
2022
Q1 | $225K | Buy |
2,564
+9
| +0.4% | +$779 | 0.07% | 124 |
|
|
2021
Q4 | $223K | Sell |
2,555
-909
| -26% | -$75.5K | 0.06% | 125 |
|
|
2021
Q3 | $283K | Sell |
3,464
-957
| -22% | -$86.1K | 0.09% | 109 |
|
|
2021
Q2 | $403K | Sell |
4,421
-475
| -10% | -$42.3K | 0.12% | 92 |
|
|
2021
Q1 | $418K | Sell |
4,896
-249
| -5% | -$22.3K | 0.14% | 87 |
|
|
2020
Q4 | $485K | Buy |
5,145
+1,449
| +39% | +$127K | 0.17% | 83 |
|
|
2020
Q3 | $321K | Hold |
3,696
| – | – | 0.13% | 92 |
|
|
2020
Q2 | $322K | Buy |
3,696
+141
| +4% | +$12.2K | 0.14% | 91 |
|
|
2020
Q1 | $293K | Sell |
3,555
-209
| -6% | -$18.6K | 0.16% | 93 |
|
|
2019
Q4 | $355K | Sell |
3,764
-75
| -2% | -$6.73K | 0.17% | 104 |
|
|
2019
Q3 | $333K | Sell |
3,839
-52
| -1% | -$4.67K | 0.17% | 102 |
|
|
2019
Q2 | $355K | Sell |
3,891
-451
| -10% | -$38.2K | 0.18% | 102 |
|
|
2019
Q1 | $374K | Buy |
4,342
+89
| +2% | +$7.14K | 0.2% | 102 |
|
|
2018
Q4 | $327K | Sell |
4,253
-632
| -13% | -$49.2K | 0.2% | 105 |
|
|
2018
Q3 | $377K | Hold |
4,885
| – | – | 0.19% | 100 |
|
|
2018
Q2 | $330K | Sell |
4,885
-339
| -6% | -$23.4K | 0.18% | 102 |
|
|
2018
Q1 | $378K | Buy |
5,224
+502
| +11% | +$38.2K | 0.21% | 94 |
|
|
2017
Q4 | $355K | Sell |
4,722
-482
| -9% | -$36.4K | 0.21% | 101 |
|
|
2017
Q3 | $400K | Sell |
5,204
-139
| -3% | -$10.5K | 0.25% | 93 |
|
|
2017
Q2 | $399K | Sell |
5,343
-193
| -3% | -$13.7K | 0.26% | 92 |
|
|
2017
Q1 | $369K | Sell |
5,536
-51
| -0.9% | -$3.4K | 0.23% | 99 |
|
|
2016
Q4 | $365K | Buy |
5,587
+530
| +10% | +$34.4K | 0.24% | 99 |
|
|
2016
Q3 | $358K | Sell |
5,057
-150
| -3% | -$10.9K | 0.29% | 89 |
|
|
2016
Q2 | $385K | Hold |
5,207
| – | – | 0.32% | 84 |
|
|
2016
Q1 | $338K | Sell |
5,207
-631
| -11% | -$42.9K | 0.29% | 88 |
|
|
2015
Q4 | $450K | Hold |
5,838
| – | – | 0.35% | 79 |
|
|
2015
Q3 | $481K | Sell |
5,838
-111
| -2% | -$9.88K | 0.37% | 75 |
|
|
2015
Q2 | $524K | Hold |
5,949
| – | – | 0.38% | 76 |
|
|
2015
Q1 | $526K | Buy |
5,949
+78
| +1% | +$6.92K | 0.38% | 74 |
|
|
2014
Q4 | $487K | Sell |
5,871
-440
| -7% | -$36.5K | 0.37% | 77 |
|
|
2014
Q3 | $532K | Buy |
6,311
+614
| +11% | +$49.7K | 0.42% | 68 |
|
|
2014
Q2 | $462K | Hold |
5,697
| – | – | 0.37% | 77 |
|
|
2014
Q1 | $434K | Sell |
5,697
-575
| -9% | -$41.9K | 0.38% | 76 |
|
|
2013
Q4 | $452K | Buy |
+6,272
| New | +$436K | 0.4% | 74 |
|
Other funds holding NVS
Blue Fin Capital's NVS Position: Q1 2026 in Review
Blue Fin Capital sold out of Novartis (NVS) in Q1 2026, closing a stake of 1,605 shares — an estimated $221K sold.
Blue Fin Capital first reported a position in NVS in Q4 2013 and held it in 48 quarters. The position peaked at $532K in Q3 2014. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- Blue Fin Capital reported no remaining Novartis position as of Q1 2026 after selling out during the quarter.
- Blue Fin Capital sold 1,605 Novartis shares in Q1 2026, an estimated $221K.
- Blue Fin Capital first reported a position in Novartis in Q4 2013 and held it in 48 quarters.
- Blue Fin Capital's Novartis position peaked at $532K in Q3 2014.
- 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on Blue Fin Capital's 13F filing for Q1 2026, filed 28 May 2026.