Bradley Foster & Sargent’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 | $2.69M | Sell |
17,635
-451
| -2% | -$69.1K | 0.04% | 194 |
|
|
2025
Q4 | $2.49M | Sell |
18,086
-226
| -1% | -$29.6K | 0.04% | 197 |
|
|
2025
Q3 | $2.35M | Sell |
18,312
-2,643
| -13% | -$323K | 0.03% | 205 |
|
|
2025
Q2 | $2.54M | Sell |
20,955
-6,003
| -22% | -$677K | 0.04% | 199 |
|
|
2025
Q1 | $3.01M | Sell |
26,958
-1,800
| -6% | -$192K | 0.05% | 175 |
|
|
2024
Q4 | $2.8M | Sell |
28,758
-125
| -0.4% | -$13.3K | 0.05% | 182 |
|
|
2024
Q3 | $3.32M | Sell |
28,883
-495
| -2% | -$56.2K | 0.06% | 170 |
|
|
2024
Q2 | $3.13M | Sell |
29,378
-419
| -1% | -$42.1K | 0.06% | 171 |
|
|
2024
Q1 | $2.88M | Sell |
29,797
-2,570
| -8% | -$263K | 0.05% | 176 |
|
|
2023
Q4 | $3.27M | Sell |
32,367
-5,062
| -14% | -$489K | 0.06% | 171 |
|
|
2023
Q3 | $3.78M | Hold |
37,429
| – | – | 0.08% | 160 |
|
|
2023
Q2 | $3.78M | Sell |
37,429
-250
| -0.7% | -$25K | 0.08% | 160 |
|
|
2023
Q1 | $3.47M | Sell |
37,679
-432
| -1% | -$37.7K | 0.08% | 154 |
|
|
2022
Q4 | $3.46M | Sell |
38,111
-1,242
| -3% | -$105K | 0.09% | 142 |
|
|
2022
Q3 | $2.99M | Sell |
39,353
-965
| -2% | -$80K | 0.08% | 152 |
|
|
2022
Q2 | $3.41M | Sell |
40,318
-1,475
| -4% | -$129K | 0.09% | 143 |
|
|
2022
Q1 | $3.67M | Sell |
41,793
-3,309
| -7% | -$286K | 0.08% | 156 |
|
|
2021
Q4 | $3.94M | Sell |
45,102
-6,894
| -13% | -$572K | 0.08% | 150 |
|
|
2021
Q3 | $4.25M | Sell |
51,996
-9,648
| -16% | -$868K | 0.1% | 128 |
|
|
2021
Q2 | $5.62M | Sell |
61,644
-76,977
| -56% | -$6.85M | 0.13% | 115 |
|
|
2021
Q1 | $11.8M | Sell |
138,621
-33,817
| -20% | -$3.03M | 0.3% | 76 |
|
|
2020
Q4 | $16.3M | Sell |
172,438
-1,055
| -0.6% | -$92.2K | 0.43% | 64 |
|
|
2020
Q3 | $15.1M | Buy |
+173,493
| New | +$15M | 0.44% | 59 |
|
|
2020
Q1 | $15.5M | Buy |
187,829
+1,760
| +0.9% | +$157K | 0.62% | 47 |
|
|
2019
Q4 | $17.6M | Sell |
186,069
-9,184
| -5% | -$824K | 0.54% | 55 |
|
|
2019
Q3 | $17M | Buy |
195,253
+7,250
| +4% | +$651K | 0.57% | 56 |
|
|
2019
Q2 | $17.2M | Sell |
188,003
-3,997
| -2% | -$338K | 0.57% | 58 |
|
|
2019
Q1 | $16.5M | Buy |
192,000
+3,514
| +2% | +$282K | 0.58% | 58 |
|
|
2018
Q4 | $14.5M | Sell |
188,486
-4,413
| -2% | -$344K | 0.59% | 57 |
|
|
2018
Q3 | $14.9M | Sell |
192,899
-10,999
| -5% | -$813K | 0.51% | 62 |
|
|
2018
Q2 | $13.8M | Sell |
203,898
-3,759
| -2% | -$259K | 0.49% | 62 |
|
|
2018
Q1 | $15M | Sell |
207,657
-1,401
| -0.7% | -$107K | 0.57% | 57 |
|
|
2017
Q4 | $15.7M | Sell |
209,058
-2,791
| -1% | -$211K | 0.57% | 60 |
|
|
2017
Q3 | $16.3M | Sell |
211,849
-2,480
| -1% | -$187K | 0.62% | 59 |
|
|
2017
Q2 | $16M | Sell |
214,329
-7,547
| -3% | -$535K | 0.64% | 54 |
|
|
2017
Q1 | $14.8M | Sell |
221,876
-88,016
| -28% | -$5.87M | 0.6% | 58 |
|
|
2016
Q4 | $20.2M | Sell |
309,892
-255,690
| -45% | -$16.6M | 0.86% | 39 |
|
|
2016
Q3 | $40M | Sell |
565,582
-3,928
| -0.7% | -$286K | 1.75% | 13 |
|
|
2016
Q2 | $42.1M | Sell |
569,510
-12,158
| -2% | -$840K | 1.89% | 12 |
|
|
2016
Q1 | $37.8M | Buy |
581,668
+15,458
| +3% | +$1.05M | 1.75% | 14 |
|
|
2015
Q4 | $43.7M | Buy |
566,210
+5,230
| +0.9% | +$415K | 2% | 12 |
|
|
2015
Q3 | $46.2M | Buy |
560,980
+8,833
| +2% | +$786K | 2.28% | 7 |
|
|
2015
Q2 | $48.7M | Buy |
552,147
+4,979
| +0.9% | +$457K | 2.22% | 6 |
|
|
2015
Q1 | $48.3M | Buy |
547,168
+31,971
| +6% | +$2.84M | 2.2% | 5 |
|
|
2014
Q4 | $42.8M | Buy |
515,197
+641
| +0.1% | +$53.1K | 2.01% | 8 |
|
|
2014
Q3 | $43.4M | Sell |
514,556
-10,458
| -2% | -$846K | 2.06% | 6 |
|
|
2014
Q2 | $42.6M | Sell |
525,014
-8,037
| -2% | -$632K | 2.07% | 6 |
|
|
2014
Q1 | $40.6M | Buy |
533,051
+15,324
| +3% | +$1.12M | 2.11% | 5 |
|
|
2013
Q4 | $37.3M | Buy |
517,727
+4,767
| +0.9% | +$331K | 1.98% | 5 |
|
|
2013
Q3 | $35.3M | Buy |
512,960
+7,681
| +2% | +$508K | 2.06% | 5 |
|
|
2013
Q2 | $32M | Buy |
+505,279
| New | +$32.9M | 1.98% | 8 |
|
Other funds holding NVS
Bradley Foster & Sargent's NVS Position: Q1 2026 in Review
Bradley Foster & Sargent reduced its Novartis (NVS) stake by 2.5% in Q1 2026, selling an estimated $69.1K and leaving 17,635 shares worth $2.69M. The position accounts for 0.04% of the portfolio, ranked #194.
Bradley Foster & Sargent first reported a position in NVS in Q2 2013 and has held it in 51 quarters since. The position peaked at $48.7M in Q2 2015. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- Bradley Foster & Sargent held 17,635 shares of Novartis worth $2.69M as of Q1 2026.
- Bradley Foster & Sargent sold 451 Novartis shares in Q1 2026, an estimated $69.1K.
- Novartis made up 0.04% of Bradley Foster & Sargent's portfolio in Q1 2026, its #194 holding.
- Bradley Foster & Sargent first reported a position in Novartis in Q2 2013 and has held it in 51 quarters since.
- Bradley Foster & Sargent's Novartis position peaked at $48.7M in Q2 2015.
- 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on Bradley Foster & Sargent's 13F filing for Q1 2026, filed 15 May 2026.