Brian C. Broderick’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 | $477K | Hold |
3,121
| – | – | 0.09% | 74 |
|
|
2025
Q4 | $430K | Hold |
3,121
| – | – | 0.08% | 70 |
|
|
2025
Q3 | $400K | Sell |
3,121
-1,082
| -26% | -$132K | 0.08% | 73 |
|
|
2025
Q2 | $509K | Sell |
4,203
-70
| -2% | -$7.89K | 0.1% | 68 |
|
|
2025
Q1 | $476K | Sell |
4,273
-3,800
| -47% | -$405K | 0.1% | 69 |
|
|
2024
Q4 | $786K | Sell |
8,073
-3,960
| -33% | -$422K | 0.15% | 57 |
|
|
2024
Q3 | $1.38M | Sell |
12,033
-6,780
| -36% | -$769K | 0.27% | 52 |
|
|
2024
Q2 | $2M | Sell |
18,813
-3,021
| -14% | -$303K | 0.41% | 46 |
|
|
2024
Q1 | $2.11M | Sell |
21,834
-6,126
| -22% | -$628K | 0.45% | 41 |
|
|
2023
Q4 | $2.82M | Sell |
27,960
-1,055
| -4% | -$102K | 0.7% | 37 |
|
|
2023
Q3 | $2.96M | Buy |
29,015
+1,425
| +5% | +$145K | 0.81% | 36 |
|
|
2023
Q2 | $2.78M | Sell |
27,590
-360
| -1% | -$36K | 0.73% | 37 |
|
|
2023
Q1 | $2.57M | Sell |
27,950
-525
| -2% | -$45.9K | 0.72% | 38 |
|
|
2022
Q4 | $2.58M | Sell |
28,475
-1,930
| -6% | -$163K | 0.77% | 37 |
|
|
2022
Q3 | $2.31M | Sell |
30,405
-1,980
| -6% | -$164K | 0.72% | 40 |
|
|
2022
Q2 | $2.74M | Sell |
32,385
-3,848
| -11% | -$338K | 0.83% | 39 |
|
|
2022
Q1 | $3.18M | Sell |
36,233
-4,867
| -12% | -$421K | 0.81% | 38 |
|
|
2021
Q4 | $3.6M | Sell |
41,100
-27,295
| -40% | -$2.27M | 0.86% | 38 |
|
|
2021
Q3 | $5.59M | Sell |
68,395
-12,109
| -15% | -$1.09M | 1.49% | 27 |
|
|
2021
Q2 | $7.34M | Sell |
80,504
-4,869
| -6% | -$434K | 1.95% | 21 |
|
|
2021
Q1 | $7.3M | Sell |
85,373
-847
| -1% | -$76K | 2.1% | 20 |
|
|
2020
Q4 | $8.14M | Sell |
86,220
-425
| -0.5% | -$37.1K | 2.42% | 18 |
|
|
2020
Q3 | $7.54M | Buy |
86,645
+941
| +1% | +$81.5K | 2.4% | 17 |
|
|
2020
Q2 | $7.49M | Sell |
85,704
-683
| -0.8% | -$59K | 2.49% | 16 |
|
|
2020
Q1 | $7.12M | Buy |
86,387
+212
| +0.2% | +$18.9K | 2.82% | 12 |
|
|
2019
Q4 | $8.16M | Sell |
86,175
-627
| -0.7% | -$56.3K | 2.64% | 15 |
|
|
2019
Q3 | $7.54M | Sell |
86,802
-663
| -0.8% | -$59.5K | 2.59% | 15 |
|
|
2019
Q2 | $7.99M | Sell |
87,465
-10,291
| -11% | -$871K | 2.79% | 12 |
|
|
2019
Q1 | $8.42M | Sell |
97,756
-1,710
| -2% | -$137K | 3.01% | 10 |
|
|
2018
Q4 | $7.65M | Sell |
99,466
-2,680
| -3% | -$209K | 3.22% | 6 |
|
|
2018
Q3 | $7.89M | Buy |
102,146
+292
| +0.3% | +$21.6K | 2.68% | 13 |
|
|
2018
Q2 | $6.89M | Buy |
101,854
+1,138
| +1% | +$78.5K | 2.52% | 16 |
|
|
2018
Q1 | $7.3M | Buy |
100,716
+47
| +0% | +$3.58K | 2.74% | 14 |
|
|
2017
Q4 | $7.57M | Sell |
100,669
-4,499
| -4% | -$339K | 2.76% | 11 |
|
|
2017
Q3 | $8.09M | Buy |
105,168
+1,883
| +2% | +$142K | 2.92% | 9 |
|
|
2017
Q2 | $7.73M | Buy |
103,285
+2,132
| +2% | +$151K | 2.86% | 9 |
|
|
2017
Q1 | $6.73M | Buy |
101,153
+2,213
| +2% | +$147K | 2.75% | 11 |
|
|
2016
Q4 | $6.46M | Sell |
98,940
-536
| -0.5% | -$34.8K | 2.8% | 11 |
|
|
2016
Q3 | $7.04M | Sell |
99,476
-1,551
| -2% | -$113K | 3% | 10 |
|
|
2016
Q2 | $7.47M | Buy |
101,027
+3,566
| +4% | +$246K | 3.14% | 9 |
|
|
2016
Q1 | $6.33M | Buy |
97,461
+7,175
| +8% | +$488K | 2.74% | 11 |
|
|
2015
Q4 | $6.96M | Sell |
90,286
-120
| -0.1% | -$9.53K | 3.11% | 8 |
|
|
2015
Q3 | $7.45M | Buy |
90,406
+212
| +0.2% | +$18.9K | 3.45% | 4 |
|
|
2015
Q2 | $7.95M | Sell |
90,194
-1,351
| -1% | -$124K | 3.39% | 3 |
|
|
2015
Q1 | $8.09M | Buy |
91,545
+736
| +0.8% | +$65.3K | 3.36% | 5 |
|
|
2014
Q4 | $7.54M | Buy |
90,809
+6,054
| +7% | +$502K | 3.19% | 6 |
|
|
2014
Q3 | $7.15M | Buy |
84,755
+660
| +0.8% | +$53.4K | 3.18% | 4 |
|
|
2014
Q2 | $6.82M | Buy |
84,095
+2,461
| +3% | +$194K | 3.12% | 4 |
|
|
2014
Q1 | $6.22M | Buy |
81,634
+11
| +0% | +$802 | 3.06% | 6 |
|
|
2013
Q4 | $5.88M | Sell |
81,623
-558
| -0.7% | -$38.8K | 2.93% | 11 |
|
|
2013
Q3 | $5.65M | Sell |
82,181
-28
| -0% | -$1.85K | 3.15% | 8 |
|
|
2013
Q2 | $5.21M | Buy |
+82,209
| New | +$5.35M | 3.12% | 7 |
|
Other funds holding NVS
Brian C. Broderick's NVS Position: Q1 2026 in Review
Brian C. Broderick held its Novartis (NVS) position steady in Q1 2026 at 3,121 shares worth $477K. The position accounts for 0.09% of the portfolio, ranked #74.
Brian C. Broderick first reported a position in NVS in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.42M in Q1 2019. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- Brian C. Broderick held 3,121 shares of Novartis worth $477K as of Q1 2026.
- Brian C. Broderick left its Novartis share count unchanged in Q1 2026.
- Novartis made up 0.09% of Brian C. Broderick's portfolio in Q1 2026, its #74 holding.
- Brian C. Broderick first reported a position in Novartis in Q2 2013 and has held it in 52 quarters since.
- Brian C. Broderick's Novartis position peaked at $8.42M in Q1 2019.
- 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on Brian C. Broderick's 13F filing for Q1 2026, filed 7 May 2026.