Brighton Jones 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
Q1 | $1.16M | Buy |
+7,581
| New | +$1.16M | 0.03% | 422 |
|
|
2025
Q4 | – | Sell |
-6,679
| Closed | -$857K | – | 656 |
|
|
2025
Q3 | $857K | Buy |
6,679
+677
| +11% | +$82.6K | 0.02% | 446 |
|
|
2025
Q2 | $726K | Sell |
6,002
-5
| -0.1% | -$564 | 0.02% | 409 |
|
|
2025
Q1 | $670K | Sell |
6,007
-146
| -2% | -$15.5K | 0.02% | 322 |
|
|
2024
Q4 | $599K | Buy |
6,153
+2,666
| +76% | +$284K | 0.02% | 351 |
|
|
2024
Q3 | $401K | Sell |
3,487
-1,912
| -35% | -$217K | 0.02% | 364 |
|
|
2024
Q2 | $575K | Buy |
5,399
+495
| +10% | +$49.7K | 0.02% | 326 |
|
|
2024
Q1 | $474K | Buy |
4,904
+251
| +5% | +$25.7K | 0.02% | 358 |
|
|
2023
Q4 | $470K | Buy |
4,653
+7
| +0.2% | +$676 | 0.02% | 334 |
|
|
2023
Q3 | $473K | Buy |
4,646
+129
| +3% | +$13.1K | 0.02% | 300 |
|
|
2023
Q2 | $456K | Buy |
4,517
+414
| +10% | +$41.4K | 0.02% | 309 |
|
|
2023
Q1 | $377K | Buy |
4,103
+46
| +1% | +$4.02K | 0.02% | 338 |
|
|
2022
Q4 | $368K | Sell |
4,057
-955
| -19% | -$80.4K | 0.02% | 294 |
|
|
2022
Q3 | $381K | Buy |
5,012
+394
| +9% | +$32.7K | 0.02% | 287 |
|
|
2022
Q2 | $390K | Sell |
4,618
-480
| -9% | -$42.1K | 0.02% | 290 |
|
|
2022
Q1 | $447K | Buy |
5,098
+61
| +1% | +$5.28K | 0.02% | 296 |
|
|
2021
Q4 | $441K | Sell |
5,037
-212
| -4% | -$17.6K | 0.02% | 303 |
|
|
2021
Q3 | $429K | Buy |
5,249
+1,164
| +28% | +$105K | 0.02% | 297 |
|
|
2021
Q2 | $373K | Buy |
4,085
+269
| +7% | +$24K | 0.02% | 305 |
|
|
2021
Q1 | $326K | Sell |
3,816
-230
| -6% | -$20.6K | 0.02% | 298 |
|
|
2020
Q4 | $382K | Buy |
4,046
+32
| +0.8% | +$2.8K | 0.02% | 254 |
|
|
2020
Q3 | $349K | Buy |
4,014
+1,610
| +67% | +$139K | 0.02% | 234 |
|
|
2020
Q2 | $210K | Sell |
2,404
-1,087
| -31% | -$93.8K | 0.02% | 271 |
|
|
2020
Q1 | $288K | Buy |
3,491
+148
| +4% | +$13.2K | 0.03% | 217 |
|
|
2019
Q4 | $317K | Buy |
3,343
+324
| +11% | +$29.1K | 0.03% | 232 |
|
|
2019
Q3 | $262K | Sell |
3,019
-19
| -0.6% | -$1.71K | 0.03% | 246 |
|
|
2019
Q2 | $277K | Sell |
3,038
-1,058
| -26% | -$89.5K | 0.03% | 236 |
|
|
2019
Q1 | $353K | Buy |
4,096
+656
| +19% | +$52.7K | 0.04% | 208 |
|
|
2018
Q4 | $264K | Sell |
3,440
-21
| -0.6% | -$1.64K | 0.04% | 208 |
|
|
2018
Q3 | $267K | Sell |
3,461
-15
| -0.4% | -$1.11K | 0.03% | 218 |
|
|
2018
Q2 | $235K | Sell |
3,476
-258
| -7% | -$17.8K | 0.03% | 264 |
|
|
2018
Q1 | $271K | Sell |
3,734
-69
| -2% | -$5.25K | 0.04% | 229 |
|
|
2017
Q4 | $286K | Buy |
3,803
+376
| +11% | +$28.4K | 0.03% | 224 |
|
|
2017
Q3 | $264K | Sell |
3,427
-86
| -2% | -$6.5K | 0.03% | 226 |
|
|
2017
Q2 | $263K | Buy |
+3,513
| New | +$249K | 0.04% | 209 |
|
|
2016
Q4 | – | Sell |
-3,878
| Closed | -$274K | – | 172 |
|
|
2016
Q3 | $274K | Buy |
3,878
+5
| +0.1% | +$364 | 0.04% | 191 |
|
|
2016
Q2 | $286K | Buy |
3,873
+630
| +19% | +$43.5K | 0.05% | 161 |
|
|
2016
Q1 | $211K | Buy |
+3,243
| New | +$221K | 0.04% | 192 |
|
|
2015
Q3 | – | Sell |
-2,793
| Closed | -$246K | – | 206 |
|
|
2015
Q2 | $246K | Buy |
2,793
+18
| +0.6% | +$1.65K | 0.06% | 160 |
|
|
2015
Q1 | $245K | Buy |
2,775
+55
| +2% | +$4.88K | 0.06% | 161 |
|
|
2014
Q4 | $226K | Sell |
2,720
-249
| -8% | -$20.6K | 0.05% | 172 |
|
|
2014
Q3 | $250K | Sell |
2,969
-68
| -2% | -$5.5K | 0.06% | 169 |
|
|
2014
Q2 | $246K | Sell |
3,037
-467
| -13% | -$36.7K | 0.06% | 161 |
|
|
2014
Q1 | $267K | Buy |
+3,504
| New | +$255K | 0.06% | 147 |
|
|
2013
Q3 | – | Sell |
-3,842
| Closed | -$243K | – | 175 |
|
|
2013
Q2 | $243K | Buy |
+3,842
| New | +$250K | 0.07% | 103 |
|
Other funds holding NVS
Brighton Jones LLC's NVS Position: Q1 2026 in Review
Brighton Jones LLC opened a new position in Novartis (NVS) in Q1 2026: 7,581 shares worth $1.16M. The stake represents 0.03% of the portfolio and ranks #422 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in NVS as recently as Q3 2025.
Brighton Jones LLC first reported a position in NVS in Q2 2013 and has held it in 45 quarters since. 1,596 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- Brighton Jones LLC held 7,581 shares of Novartis worth $1.16M as of Q1 2026.
- Novartis was a new Brighton Jones LLC position in Q1 2026.
- Novartis made up 0.03% of Brighton Jones LLC's portfolio in Q1 2026, its #422 holding.
- Brighton Jones LLC first reported a position in Novartis in Q2 2013 and has held it in 45 quarters since.
- 1,596 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.