CFO4Life Group’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 | $765K | Sell |
5,010
-699
| -12% | -$107K | 0.12% | 84 |
|
|
2025
Q4 | $787K | Buy |
5,709
+12
| +0.2% | +$1.57K | 0.11% | 90 |
|
|
2025
Q3 | $731K | Buy |
5,697
+146
| +3% | +$17.8K | 0.11% | 97 |
|
|
2025
Q2 | $672K | Sell |
5,551
-438
| -7% | -$49.4K | 0.11% | 102 |
|
|
2025
Q1 | $668K | Sell |
5,989
-630
| -10% | -$67.1K | 0.11% | 93 |
|
|
2024
Q4 | $644K | Buy |
6,619
+379
| +6% | +$40.4K | 0.11% | 104 |
|
|
2024
Q3 | $718K | Buy |
6,240
+908
| +17% | +$103K | 0.13% | 95 |
|
|
2024
Q2 | $568K | Sell |
5,332
-1,074
| -17% | -$108K | 0.11% | 103 |
|
|
2024
Q1 | $620K | Sell |
6,406
-609
| -9% | -$62.4K | 0.11% | 100 |
|
|
2023
Q4 | $708K | Sell |
7,015
-136
| -2% | -$13.1K | 0.14% | 90 |
|
|
2023
Q3 | $728K | Buy |
7,151
+886
| +14% | +$89.9K | 0.17% | 71 |
|
|
2023
Q2 | $632K | Buy |
6,265
+523
| +9% | +$52.3K | 0.14% | 85 |
|
|
2023
Q1 | $528K | Sell |
5,742
-679
| -11% | -$59.3K | 0.12% | 94 |
|
|
2022
Q4 | $583K | Buy |
6,421
+865
| +16% | +$72.9K | 0.12% | 96 |
|
|
2022
Q3 | $422K | Buy |
5,556
+83
| +2% | +$6.88K | 0.11% | 93 |
|
|
2022
Q2 | $453K | Sell |
5,473
-159
| -3% | -$13.9K | 0.11% | 93 |
|
|
2022
Q1 | $494K | Sell |
5,632
-196
| -3% | -$17K | 0.1% | 95 |
|
|
2021
Q4 | $510K | Sell |
5,828
-354
| -6% | -$29.4K | 0.11% | 94 |
|
|
2021
Q3 | $506K | Buy |
6,182
+354
| +6% | +$31.8K | 0.12% | 89 |
|
|
2021
Q2 | $532K | Sell |
5,828
-24
| -0.4% | -$2.14K | 0.12% | 86 |
|
|
2021
Q1 | $500K | Buy |
5,852
+192
| +3% | +$17.2K | 0.12% | 88 |
|
|
2020
Q4 | $534K | Hold |
5,660
| – | – | 0.15% | 74 |
|
|
2020
Q3 | $492K | Sell |
5,660
-224
| -4% | -$19.4K | 0.17% | 66 |
|
|
2020
Q2 | $514K | Buy |
5,884
+67
| +1% | +$5.78K | 0.2% | 55 |
|
|
2020
Q1 | $480K | Sell |
5,817
-185
| -3% | -$16.5K | 0.26% | 53 |
|
|
2019
Q4 | $568K | Sell |
6,002
-78
| -1% | -$7K | 0.24% | 61 |
|
|
2019
Q3 | $528K | Sell |
6,080
-2,975
| -33% | -$267K | 0.24% | 63 |
|
|
2019
Q2 | $827K | Sell |
9,055
-1,134
| -11% | -$96K | 0.38% | 44 |
|
|
2019
Q1 | $878K | Sell |
10,189
-3,360
| -25% | -$270K | 0.41% | 39 |
|
|
2018
Q4 | $1.04M | Sell |
13,549
-947
| -7% | -$73.7K | 0.46% | 45 |
|
|
2018
Q3 | $1.12M | Sell |
14,496
-2,610
| -15% | -$193K | 0.5% | 42 |
|
|
2018
Q2 | $1.16M | Buy |
+17,106
| New | +$1.18M | 0.48% | 40 |
|
Other funds holding NVS
CFO4Life Group's NVS Position: Q1 2026 in Review
CFO4Life Group reduced its Novartis (NVS) stake by 12% in Q1 2026, selling an estimated $107K and leaving 5,010 shares worth $765K. The position accounts for 0.12% of the portfolio, ranked #84.
CFO4Life Group first reported a position in NVS in Q2 2018 and has held it in 32 quarters since. The position peaked at $1.16M in Q2 2018. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- CFO4Life Group held 5,010 shares of Novartis worth $765K as of Q1 2026.
- CFO4Life Group sold 699 Novartis shares in Q1 2026, an estimated $107K.
- Novartis made up 0.12% of CFO4Life Group's portfolio in Q1 2026, its #84 holding.
- CFO4Life Group first reported a position in Novartis in Q2 2018 and has held it in 32 quarters since.
- CFO4Life Group's Novartis position peaked at $1.16M in Q2 2018.
- 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on CFO4Life Group's 13F filing for Q1 2026, filed 11 May 2026.