Bogart Wealth LLC’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 | $63.6K | Buy |
406
+14
| +4% | +$2.1K | ﹤0.01% | 488 |
|
|
2026
Q1 | $59.9K | Hold |
392
| – | – | ﹤0.01% | 452 |
|
|
2025
Q4 | $54K | Hold |
392
| – | – | ﹤0.01% | 452 |
|
|
2025
Q3 | $50.3K | Sell |
392
-206
| -34% | -$25.1K | ﹤0.01% | 460 |
|
|
2025
Q2 | $72.4K | Buy |
598
+206
| +53% | +$23.2K | ﹤0.01% | 375 |
|
|
2025
Q1 | $43.7K | Hold |
392
| – | – | ﹤0.01% | 448 |
|
|
2024
Q4 | $38.1K | Buy |
392
+21
| +6% | +$2.24K | ﹤0.01% | 462 |
|
|
2024
Q3 | $42.7K | Hold |
371
| – | – | ﹤0.01% | 440 |
|
|
2024
Q2 | $39.5K | Hold |
371
| – | – | ﹤0.01% | 446 |
|
|
2024
Q1 | $35.9K | Sell |
371
-23
| -6% | -$2.36K | ﹤0.01% | 429 |
|
|
2023
Q4 | $39.8K | Sell |
394
-47
| -11% | -$4.54K | ﹤0.01% | 410 |
|
|
2023
Q3 | $44.9K | Hold |
441
| – | – | ﹤0.01% | 362 |
|
|
2023
Q2 | $44.5K | Hold |
441
| – | – | ﹤0.01% | 347 |
|
|
2023
Q1 | $40.6K | Sell |
441
-13
| -3% | -$1.14K | ﹤0.01% | 345 |
|
|
2022
Q4 | $41.2K | Hold |
454
| – | – | ﹤0.01% | 318 |
|
|
2022
Q3 | $35K | Buy |
454
+40
| +10% | +$3.32K | ﹤0.01% | 350 |
|
|
2022
Q2 | $35K | Buy |
414
+260
| +169% | +$22.8K | ﹤0.01% | 345 |
|
|
2022
Q1 | $14K | Hold |
154
| – | – | ﹤0.01% | 443 |
|
|
2021
Q4 | $13K | Hold |
154
| – | – | ﹤0.01% | 449 |
|
|
2021
Q3 | $13K | Sell |
154
-119
| -44% | -$10.7K | ﹤0.01% | 423 |
|
|
2021
Q2 | $25K | Hold |
273
| – | – | ﹤0.01% | 315 |
|
|
2021
Q1 | $23K | Buy |
273
+119
| +77% | +$10.7K | ﹤0.01% | 307 |
|
|
2020
Q4 | $14K | Buy |
154
+40
| +35% | +$3.5K | ﹤0.01% | 294 |
|
|
2020
Q3 | $9K | Hold |
114
| – | – | ﹤0.01% | 316 |
|
|
2020
Q2 | $10K | Hold |
114
| – | – | ﹤0.01% | 289 |
|
|
2020
Q1 | $9K | Hold |
114
| – | – | ﹤0.01% | 277 |
|
|
2019
Q4 | $11K | Buy |
114
+69
| +153% | +$6.19K | ﹤0.01% | 276 |
|
|
2019
Q3 | $4K | Hold |
45
| – | – | ﹤0.01% | 312 |
|
|
2019
Q2 | $4K | Sell |
45
-5
| -10% | -$423 | ﹤0.01% | 290 |
|
|
2019
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 291 |
|
|
2018
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 303 |
|
|
2018
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 279 |
|
|
2018
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 303 |
|
|
2018
Q1 | $4K | Sell |
50
-18
| -26% | -$1.37K | ﹤0.01% | 291 |
|
|
2017
Q4 | $5K | Hold |
68
| – | – | ﹤0.01% | 282 |
|
|
2017
Q3 | $5K | Buy |
+68
| New | +$5.14K | ﹤0.01% | 278 |
|
Other funds holding NVS
Bogart Wealth LLC's NVS Position: Q2 2026 in Review
Bogart Wealth LLC increased its Novartis (NVS) stake by 3.6% in Q2 2026, buying an estimated $2.1K and bringing the position to 406 shares worth $63.6K. The position accounts for ﹤0.01% of the portfolio, ranked #488.
Bogart Wealth LLC first reported a position in NVS in Q3 2017 and has held it in 36 quarters since. The position peaked at $72.4K in Q2 2025. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- Bogart Wealth LLC held 406 shares of Novartis worth $63.6K as of Q2 2026.
- Bogart Wealth LLC bought 14 Novartis shares in Q2 2026, an estimated $2.1K.
- Novartis made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #488 holding.
- Bogart Wealth LLC first reported a position in Novartis in Q3 2017 and has held it in 36 quarters since.
- Bogart Wealth LLC's Novartis position peaked at $72.4K in Q2 2025.
- 1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.