Boston Family Office’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 | $1.62M | Buy |
10,627
+592
| +6% | +$90.7K | 0.11% | 138 |
|
|
2025
Q4 | $1.38M | Sell |
10,035
-2,600
| -21% | -$340K | 0.09% | 150 |
|
|
2025
Q3 | $1.61M | Sell |
12,635
-300
| -2% | -$36.6K | 0.1% | 137 |
|
|
2025
Q2 | $1.56M | Hold |
12,935
| – | – | 0.1% | 134 |
|
|
2025
Q1 | $1.44M | Hold |
12,935
| – | – | 0.1% | 136 |
|
|
2024
Q4 | $1.26M | Hold |
12,935
| – | – | 0.09% | 140 |
|
|
2024
Q3 | $1.49M | Hold |
12,935
| – | – | 0.1% | 130 |
|
|
2024
Q2 | $1.38M | Hold |
12,935
| – | – | 0.1% | 129 |
|
|
2024
Q1 | $1.25M | Sell |
12,935
-150
| -1% | -$15.4K | 0.09% | 138 |
|
|
2023
Q4 | $1.32M | Hold |
13,085
| – | – | 0.1% | 136 |
|
|
2023
Q3 | $1.33M | Hold |
13,085
| – | – | 0.11% | 127 |
|
|
2023
Q2 | $1.32M | Sell |
13,085
-1,803
| -12% | -$180K | 0.1% | 134 |
|
|
2023
Q1 | $1.37M | Buy |
14,888
+3
| +0% | +$262 | 0.11% | 131 |
|
|
2022
Q4 | $1.35M | Sell |
14,885
-600
| -4% | -$50.5K | 0.11% | 134 |
|
|
2022
Q3 | $1.18M | Hold |
15,485
| – | – | 0.1% | 136 |
|
|
2022
Q2 | $1.31M | Sell |
15,485
-350
| -2% | -$30.7K | 0.11% | 125 |
|
|
2022
Q1 | $1.39M | Sell |
15,835
-550
| -3% | -$47.6K | 0.1% | 134 |
|
|
2021
Q4 | $1.43M | Sell |
16,385
-430
| -3% | -$35.7K | 0.09% | 137 |
|
|
2021
Q3 | $1.38M | Sell |
16,815
-529
| -3% | -$47.6K | 0.1% | 137 |
|
|
2021
Q2 | $1.58M | Sell |
17,344
-350
| -2% | -$31.2K | 0.11% | 136 |
|
|
2021
Q1 | $1.55M | Sell |
17,694
-631
| -3% | -$56.6K | 0.12% | 133 |
|
|
2020
Q4 | $1.73M | Hold |
18,325
| – | – | 0.13% | 120 |
|
|
2020
Q3 | $1.59M | Hold |
18,325
| – | – | 0.14% | 116 |
|
|
2020
Q2 | $1.6M | Hold |
18,325
| – | – | 0.16% | 114 |
|
|
2020
Q1 | $1.51M | Sell |
18,325
-193
| -1% | -$17.2K | 0.18% | 107 |
|
|
2019
Q4 | $1.75M | Sell |
18,518
-5,589
| -23% | -$501K | 0.17% | 117 |
|
|
2019
Q3 | $2.1M | Sell |
24,107
-3
| -0% | -$269 | 0.22% | 102 |
|
|
2019
Q2 | $2.2M | Sell |
24,110
-2,908
| -11% | -$246K | 0.23% | 100 |
|
|
2019
Q1 | $2.33M | Sell |
27,018
-249
| -0.9% | -$20K | 0.25% | 96 |
|
|
2018
Q4 | $2.1M | Sell |
27,267
-2,305
| -8% | -$179K | 0.26% | 99 |
|
|
2018
Q3 | $2.28M | Hold |
29,572
| – | – | 0.24% | 103 |
|
|
2018
Q2 | $2M | Sell |
29,572
-1,467
| -5% | -$101K | 0.23% | 110 |
|
|
2018
Q1 | $2.25M | Sell |
31,039
-982
| -3% | -$74.8K | 0.26% | 103 |
|
|
2017
Q4 | $2.41M | Sell |
32,021
-480
| -1% | -$36.2K | 0.26% | 104 |
|
|
2017
Q3 | $2.5M | Sell |
32,501
-1,768
| -5% | -$134K | 0.28% | 97 |
|
|
2017
Q2 | $2.56M | Sell |
34,269
-5,999
| -15% | -$425K | 0.3% | 93 |
|
|
2017
Q1 | $2.68M | Sell |
40,268
-3,656
| -8% | -$244K | 0.33% | 89 |
|
|
2016
Q4 | $2.87M | Hold |
43,924
| – | – | 0.37% | 80 |
|
|
2016
Q3 | $3.11M | Sell |
43,924
-59
| -0.1% | -$4.3K | 0.4% | 74 |
|
|
2016
Q2 | $3.25M | Sell |
43,983
-519
| -1% | -$35.9K | 0.42% | 72 |
|
|
2016
Q1 | $2.89M | Sell |
44,502
-3,805
| -8% | -$259K | 0.38% | 80 |
|
|
2015
Q4 | $3.72M | Sell |
48,307
-474
| -1% | -$37.7K | 0.51% | 67 |
|
|
2015
Q3 | $4.02M | Sell |
48,781
-1,501
| -3% | -$134K | 0.56% | 61 |
|
|
2015
Q2 | $4.43M | Sell |
50,282
-142
| -0.3% | -$13K | 0.56% | 61 |
|
|
2015
Q1 | $4.46M | Sell |
50,424
-53
| -0.1% | -$4.7K | 0.55% | 60 |
|
|
2014
Q4 | $4.19M | Sell |
50,477
-40
| -0.1% | -$3.32K | 0.52% | 64 |
|
|
2014
Q3 | $4.26M | Buy |
50,517
+17
| +0% | +$1.38K | 0.55% | 57 |
|
|
2014
Q2 | $4.1M | Buy |
50,500
+2,583
| +5% | +$203K | 0.52% | 63 |
|
|
2014
Q1 | $3.65M | Sell |
47,917
-1,662
| -3% | -$121K | 0.48% | 70 |
|
|
2013
Q4 | $3.57M | Sell |
49,579
-196
| -0.4% | -$13.6K | 0.47% | 73 |
|
|
2013
Q3 | $3.42M | Buy |
49,775
+24
| +0% | +$1.59K | 0.49% | 70 |
|
|
2013
Q2 | $3.15M | Buy |
+49,751
| New | +$3.24M | 0.48% | 72 |
|
Other funds holding NVS
Boston Family Office's NVS Position: Q1 2026 in Review
Boston Family Office increased its Novartis (NVS) stake by 5.9% in Q1 2026, buying an estimated $90.7K and bringing the position to 10,627 shares worth $1.62M. The position accounts for 0.11% of the portfolio, ranked #138.
Boston Family Office first reported a position in NVS in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.46M in Q1 2015. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- Boston Family Office held 10,627 shares of Novartis worth $1.62M as of Q1 2026.
- Boston Family Office bought 592 Novartis shares in Q1 2026, an estimated $90.7K.
- Novartis made up 0.11% of Boston Family Office's portfolio in Q1 2026, its #138 holding.
- Boston Family Office first reported a position in Novartis in Q2 2013 and has held it in 52 quarters since.
- Boston Family Office's Novartis position peaked at $4.46M in Q1 2015.
- 1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.