Cerity Partners’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $52.4M | Buy |
334,595
+4,685
| +1% | +$702K | 0.06% | 251 |
|
|
2026
Q1 | $50.4M | Buy |
329,910
+35,140
| +12% | +$5.39M | 0.07% | 237 |
|
|
2025
Q4 | $40.6M | Sell |
294,770
-37,912
| -11% | -$4.96M | 0.06% | 270 |
|
|
2025
Q3 | $42.7M | Sell |
332,682
-6,073
| -2% | -$741K | 0.07% | 233 |
|
|
2025
Q2 | $41M | Buy |
338,755
+1,382
| +0.4% | +$156K | 0.07% | 222 |
|
|
2025
Q1 | $37.7M | Buy |
337,373
+26,884
| +9% | +$2.86M | 0.08% | 223 |
|
|
2024
Q4 | $31M | Sell |
310,489
-4,999
| -2% | -$533K | 0.07% | 239 |
|
|
2024
Q3 | $36.3M | Buy |
315,488
+46,232
| +17% | +$5.25M | 0.08% | 216 |
|
|
2024
Q2 | $28.7M | Sell |
269,256
-17,920
| -6% | -$1.8M | 0.08% | 220 |
|
|
2024
Q1 | $28.1M | Buy |
287,176
+39,375
| +16% | +$4.04M | 0.07% | 235 |
|
|
2023
Q4 | $25M | Buy |
247,801
+58,395
| +31% | +$5.64M | 0.08% | 214 |
|
|
2023
Q3 | $19.3M | Sell |
189,406
-38,567
| -17% | -$3.91M | 0.09% | 194 |
|
|
2023
Q2 | $23M | Buy |
227,973
+3,446
| +2% | +$345K | 0.09% | 206 |
|
|
2023
Q1 | $24.9M | Buy |
224,527
+156,290
| +229% | +$13.6M | 0.06% | 212 |
|
|
2022
Q4 | $6.98M | Buy |
68,237
+28,376
| +71% | +$2.39M | 0.04% | 305 |
|
|
2022
Q3 | $3.03M | Buy |
39,861
+1,142
| +3% | +$94.7K | 0.04% | 310 |
|
|
2022
Q2 | $3.27M | Buy |
38,719
+14,764
| +62% | +$1.3M | 0.04% | 311 |
|
|
2022
Q1 | $1.85M | Buy |
23,955
+1,125
| +5% | +$97.4K | 0.03% | 344 |
|
|
2021
Q4 | $1.99M | Buy |
22,830
+9,957
| +77% | +$827K | 0.03% | 321 |
|
|
2021
Q3 | $1.05M | Sell |
12,873
-693
| -5% | -$62.3K | 0.02% | 354 |
|
|
2021
Q2 | $1.24M | Sell |
13,566
-1,303
| -9% | -$116K | 0.03% | 339 |
|
|
2021
Q1 | $1.27M | Sell |
14,869
-1,840
| -11% | -$165K | 0.03% | 312 |
|
|
2020
Q4 | $1.58M | Sell |
16,709
-780
| -4% | -$68.2K | 0.05% | 243 |
|
|
2020
Q3 | $1.52M | Buy |
17,489
+939
| +6% | +$81.3K | 0.06% | 201 |
|
|
2020
Q2 | $1.45M | Sell |
16,550
-2,259
| -12% | -$195K | 0.08% | 163 |
|
|
2020
Q1 | $1.55M | Sell |
18,809
-731
| -4% | -$65.2K | 0.1% | 153 |
|
|
2019
Q4 | $1.85M | Sell |
19,540
-2,012
| -9% | -$181K | 0.09% | 168 |
|
|
2019
Q3 | $1.87M | Buy |
21,552
+2,659
| +14% | +$239K | 0.11% | 168 |
|
|
2019
Q2 | $1.73M | Sell |
18,893
-10,922
| -37% | -$924K | 0.11% | 170 |
|
|
2019
Q1 | $2.57M | Sell |
29,815
-8,816
| -23% | -$708K | 0.17% | 136 |
|
|
2018
Q4 | $2.97M | Buy |
38,631
+856
| +2% | +$66.6K | 0.2% | 115 |
|
|
2018
Q3 | $2.92M | Buy |
37,775
+655
| +2% | +$48.4K | 0.2% | 127 |
|
|
2018
Q2 | $2.51M | Sell |
37,120
-1,408
| -4% | -$97.2K | 0.19% | 129 |
|
|
2018
Q1 | $2.79M | Sell |
38,528
-8,191
| -18% | -$624K | 0.21% | 120 |
|
|
2017
Q4 | $3.52M | Buy |
46,719
+3,899
| +9% | +$294K | 0.24% | 96 |
|
|
2017
Q3 | $3.29M | Buy |
42,820
+3,309
| +8% | +$250K | 0.23% | 99 |
|
|
2017
Q2 | $2.96M | Buy |
39,511
+2,810
| +8% | +$199K | 0.25% | 84 |
|
|
2017
Q1 | $2.44M | Buy |
36,701
+13,045
| +55% | +$869K | 0.2% | 99 |
|
|
2016
Q4 | $1.54M | Buy |
+23,656
| New | +$1.53M | 2.12% | 20 |
|
Other funds holding NVS
Cerity Partners's NVS Position: Q2 2026 in Review
Cerity Partners increased its Novartis (NVS) stake by 1.4% in Q2 2026, buying an estimated $702K and bringing the position to 334,595 shares worth $52.4M. The position accounts for 0.06% of the portfolio, ranked #251.
Cerity Partners first reported a position in NVS in Q4 2016 and has held it in 39 quarters since. 1,505 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- Cerity Partners held 334,595 shares of Novartis worth $52.4M as of Q2 2026.
- Cerity Partners bought 4,685 Novartis shares in Q2 2026, an estimated $702K.
- Novartis made up 0.06% of Cerity Partners's portfolio in Q2 2026, its #251 holding.
- Cerity Partners first reported a position in Novartis in Q4 2016 and has held it in 39 quarters since.
- 1,505 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.