Caitlin John’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
$10.9K Buy
71
+9
+15% +$1.38K 0.01% 512
2025
Q4
$8.57K Hold
62
0.01% 562
2025
Q3
$7.97K Buy
+62
New +$7.57K 0.01% 525
2025
Q1
Sell
-54
Closed -$5.27K 578
2024
Q4
$5.27K Hold
54
﹤0.01% 560
2024
Q3
$5.62K Hold
54
﹤0.01% 554
2024
Q2
$5.76K Sell
54
-66
-55% -$6.63K ﹤0.01% 536
2024
Q1
$11.6K Sell
120
-3
-2% -$308 0.01% 427
2023
Q4
$12.5K Buy
+123
New +$11.9K 0.01% 404

Other funds holding NVS

Caitlin John's NVS Position: Q1 2026 in Review

Caitlin John increased its Novartis (NVS) stake by 15% in Q1 2026, buying an estimated $1.38K and bringing the position to 71 shares worth $10.9K. The position accounts for 0.01% of the portfolio, ranked #512.

Caitlin John first reported a position in NVS in Q4 2023 and has held it in 8 quarters since. The position peaked at $12.5K in Q4 2023. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Caitlin John held 71 shares of Novartis worth $10.9K as of Q1 2026.
  • Caitlin John bought 9 Novartis shares in Q1 2026, an estimated $1.38K.
  • Novartis made up 0.01% of Caitlin John's portfolio in Q1 2026, its #512 holding.
  • Caitlin John first reported a position in Novartis in Q4 2023 and has held it in 8 quarters since.
  • Caitlin John's Novartis position peaked at $12.5K in Q4 2023.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.