Checchi Capital Advisers’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 | $2.66M | Sell |
16,953
-395
| -2% | -$59.2K | 0.12% | 117 |
|
|
2026
Q1 | $2.65M | Sell |
17,348
-409
| -2% | -$62.7K | 0.13% | 111 |
|
|
2025
Q4 | $2.45M | Sell |
17,757
-119
| -0.7% | -$15.6K | 0.13% | 109 |
|
|
2025
Q3 | $2.29M | Buy |
17,876
+401
| +2% | +$48.9K | 0.12% | 114 |
|
|
2025
Q2 | $2.11M | Sell |
17,475
-740
| -4% | -$83.4K | 0.12% | 119 |
|
|
2025
Q1 | $2.03M | Buy |
18,215
+903
| +5% | +$96.1K | 0.11% | 130 |
|
|
2024
Q4 | $1.68M | Sell |
17,312
-250
| -1% | -$26.7K | 0.1% | 133 |
|
|
2024
Q3 | $2.02M | Sell |
17,562
-616
| -3% | -$69.9K | 0.11% | 120 |
|
|
2024
Q2 | $1.94M | Sell |
18,178
-210
| -1% | -$21.1K | 0.1% | 116 |
|
|
2024
Q1 | $1.78M | Sell |
18,388
-168
| -0.9% | -$17.2K | 0.14% | 127 |
|
|
2023
Q4 | $1.87M | Buy |
18,556
+158
| +0.9% | +$15.3K | 0.15% | 113 |
|
|
2023
Q3 | $1.87M | Buy |
18,398
+413
| +2% | +$41.9K | 0.17% | 104 |
|
|
2023
Q2 | $1.81M | Buy |
17,985
+683
| +4% | +$68.3K | 0.16% | 107 |
|
|
2023
Q1 | $1.59M | Sell |
17,302
-249
| -1% | -$21.7K | 0.15% | 118 |
|
|
2022
Q4 | $1.59M | Sell |
17,551
-136
| -0.8% | -$11.5K | 0.17% | 116 |
|
|
2022
Q3 | $1.34M | Buy |
17,687
+11
| +0.1% | +$912 | 0.13% | 125 |
|
|
2022
Q2 | $1.52M | Buy |
17,676
+1,910
| +12% | +$168K | 0.13% | 121 |
|
|
2022
Q1 | $1.38M | Buy |
15,766
+132
| +0.8% | +$11.4K | 0.12% | 123 |
|
|
2021
Q4 | $1.37M | Sell |
15,634
-79
| -0.5% | -$6.56K | 0.12% | 126 |
|
|
2021
Q3 | $1.28M | Buy |
15,713
+186
| +1% | +$16.7K | 0.13% | 121 |
|
|
2021
Q2 | $1.42M | Sell |
15,527
-1,132
| -7% | -$101K | 0.14% | 122 |
|
|
2021
Q1 | $1.42M | Buy |
16,659
+83
| +0.5% | +$7.45K | 0.14% | 115 |
|
|
2020
Q4 | $1.56M | Sell |
16,576
-776
| -4% | -$67.8K | 0.16% | 107 |
|
|
2020
Q3 | $1.51M | Buy |
17,352
+940
| +6% | +$81.4K | 0.17% | 90 |
|
|
2020
Q2 | $1.43M | Buy |
16,412
+336
| +2% | +$29K | 0.17% | 88 |
|
|
2020
Q1 | $1.32M | Buy |
16,076
+1,361
| +9% | +$121K | 0.13% | 83 |
|
|
2019
Q4 | $1.39M | Sell |
14,715
-2,018
| -12% | -$181K | 0.19% | 89 |
|
|
2019
Q3 | $1.45M | Sell |
16,733
-360
| -2% | -$32.3K | 0.19% | 75 |
|
|
2019
Q2 | $1.56M | Sell |
17,093
-2,373
| -12% | -$201K | 0.2% | 76 |
|
|
2019
Q1 | $1.68M | Buy |
19,466
+1,746
| +10% | +$140K | 0.2% | 71 |
|
|
2018
Q4 | $1.36M | Sell |
17,720
-2,836
| -14% | -$221K | 0.18% | 77 |
|
|
2018
Q3 | $1.59M | Sell |
20,556
-1,848
| -8% | -$137K | 0.18% | 77 |
|
|
2018
Q2 | $1.52M | Buy |
22,404
+4,002
| +22% | +$276K | 0.19% | 73 |
|
|
2018
Q1 | $1.33M | Buy |
18,402
+389
| +2% | +$29.6K | 0.18% | 82 |
|
|
2017
Q4 | $1.35M | Buy |
18,013
+78
| +0.4% | +$5.88K | 0.18% | 79 |
|
|
2017
Q3 | $1.38M | Sell |
17,935
-3,095
| -15% | -$234K | 0.14% | 75 |
|
|
2017
Q2 | $1.57M | Buy |
21,030
+3,847
| +22% | +$273K | 0.17% | 67 |
|
|
2017
Q1 | $1.14M | Buy |
17,183
+2,408
| +16% | +$160K | 0.13% | 84 |
|
|
2016
Q4 | $964K | Sell |
14,775
-1,921
| -12% | -$125K | 0.13% | 91 |
|
|
2016
Q3 | $1.18M | Sell |
16,696
-3,193
| -16% | -$233K | 0.13% | 79 |
|
|
2016
Q2 | $1.47M | Buy |
19,889
+1,052
| +6% | +$72.7K | 0.17% | 65 |
|
|
2016
Q1 | $1.22M | Buy |
18,837
+1,116
| +6% | +$75.9K | 0.27% | 73 |
|
|
2015
Q4 | $1.37M | Sell |
17,721
-2,018
| -10% | -$160K | 0.34% | 56 |
|
|
2015
Q3 | $1.63M | Buy |
19,739
+2,445
| +14% | +$218K | 0.44% | 47 |
|
|
2015
Q2 | $1.52M | Buy |
17,294
+1,974
| +13% | +$181K | 0.4% | 56 |
|
|
2015
Q1 | $1.35M | Buy |
15,320
+1,898
| +14% | +$168K | 0.4% | 58 |
|
|
2014
Q4 | $1.11M | Buy |
13,422
+858
| +7% | +$71.1K | 0.42% | 58 |
|
|
2014
Q3 | $1.06M | Buy |
12,564
+1,302
| +12% | +$105K | 0.44% | 52 |
|
|
2014
Q2 | $914K | Buy |
11,262
+2,240
| +25% | +$176K | 0.42% | 54 |
|
|
2014
Q1 | $687K | Sell |
9,022
-39
| -0.4% | -$2.84K | 0.42% | 56 |
|
|
2013
Q4 | $653K | Buy |
+9,061
| New | +$630K | 0.51% | 36 |
|
Other funds holding NVS
TAM
SI
Checchi Capital Advisers's NVS Position: Q2 2026 in Review
Checchi Capital Advisers reduced its Novartis (NVS) stake by 2.3% in Q2 2026, selling an estimated $59.2K and leaving 16,953 shares worth $2.66M. The position accounts for 0.12% of the portfolio, ranked #117.
Checchi Capital Advisers first reported a position in NVS in Q4 2013 and has held it in 51 quarters since. 1,027 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- Checchi Capital Advisers held 16,953 shares of Novartis worth $2.66M as of Q2 2026.
- Checchi Capital Advisers sold 395 Novartis shares in Q2 2026, an estimated $59.2K.
- Novartis made up 0.12% of Checchi Capital Advisers's portfolio in Q2 2026, its #117 holding.
- Checchi Capital Advisers first reported a position in Novartis in Q4 2013 and has held it in 51 quarters since.
- 1,027 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.