Brinker Capital Investments’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 | $8.69M | Buy |
56,894
+14,571
| +34% | +$2.23M | 0.07% | 228 |
|
|
2025
Q4 | $5.84M | Sell |
42,323
-467
| -1% | -$61.2K | 0.04% | 378 |
|
|
2025
Q3 | $5.49M | Buy |
42,790
+3,321
| +8% | +$405K | 0.04% | 397 |
|
|
2025
Q2 | $4.78M | Buy |
39,469
+4,797
| +14% | +$541K | 0.04% | 407 |
|
|
2025
Q1 | $3.87M | Buy |
34,672
+1,051
| +3% | +$112K | 0.04% | 429 |
|
|
2024
Q4 | $3.27M | Buy |
33,621
+1,198
| +4% | +$128K | 0.03% | 471 |
|
|
2024
Q3 | $3.73M | Buy |
32,423
+1,079
| +3% | +$122K | 0.04% | 422 |
|
|
2024
Q2 | $3.34M | Buy |
31,344
+1,976
| +7% | +$198K | 0.04% | 427 |
|
|
2024
Q1 | $2.84M | Sell |
29,368
-587
| -2% | -$60.2K | 0.03% | 506 |
|
|
2023
Q4 | $3.21M | Sell |
29,955
-1,914
| -6% | -$185K | 0.04% | 431 |
|
|
2023
Q3 | $3.25M | Sell |
31,869
-59
| -0.2% | -$5.99K | 0.04% | 404 |
|
|
2023
Q2 | $3.22M | Buy |
31,928
+3,088
| +11% | +$309K | 0.03% | 455 |
|
|
2023
Q1 | $2.65M | Sell |
28,840
-501
| -2% | -$43.8K | 0.03% | 477 |
|
|
2022
Q4 | $2.66M | Buy |
29,341
+861
| +3% | +$72.5K | 0.05% | 378 |
|
|
2022
Q3 | $2.17M | Sell |
28,480
-3,092
| -10% | -$256K | 0.04% | 431 |
|
|
2022
Q2 | $2.67M | Sell |
31,572
-34,466
| -52% | -$3.02M | 0.05% | 364 |
|
|
2022
Q1 | $5.79M | Buy |
66,038
+2,929
| +5% | +$254K | 0.09% | 220 |
|
|
2021
Q4 | $5.52M | Buy |
63,109
+3,278
| +5% | +$272K | 0.08% | 247 |
|
|
2021
Q3 | $5.46M | Hold |
59,831
| – | – | 0.09% | 246 |
|
|
2021
Q2 | $5.46M | Buy |
59,831
+14,207
| +31% | +$1.27M | 0.07% | 291 |
|
|
2021
Q1 | $3.91M | Sell |
45,624
-56,277
| -55% | -$5.05M | 0.06% | 309 |
|
|
2020
Q4 | $9.62M | Sell |
101,901
-5,772
| -5% | -$504K | 0.15% | 153 |
|
|
2020
Q3 | $9.38M | Buy |
+107,673
| New | +$9.33M | 0.16% | 155 |
|
|
2020
Q1 | – | Sell |
-405
| Closed | -$38K | – | 607 |
|
|
2019
Q4 | $38K | Hold |
405
| – | – | ﹤0.01% | 445 |
|
|
2019
Q3 | $35K | Sell |
405
-136
| -25% | -$12.2K | ﹤0.01% | 457 |
|
|
2019
Q2 | $49K | Buy |
541
+317
| +142% | +$26.8K | ﹤0.01% | 598 |
|
|
2019
Q1 | $19K | Buy |
224
+125
| +126% | +$10K | ﹤0.01% | 562 |
|
|
2018
Q4 | $8K | Hold |
99
| – | – | ﹤0.01% | 518 |
|
|
2018
Q3 | $8K | Buy |
+99
| New | +$7.32K | ﹤0.01% | 496 |
|
|
2016
Q4 | – | Sell |
-75
| Closed | -$5K | – | 595 |
|
|
2016
Q3 | $5K | Buy |
+75
| New | +$5.46K | ﹤0.01% | 416 |
|
Other funds holding NVS
