Chicago Capital’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $299K | Buy |
+2,100
| New | +$319K | 0.01% | 319 |
|
|
2026
Q2 | – | Sell |
-1,460
| Closed | -$223K | – | 372 |
|
|
2026
Q1 | $223K | Hold |
1,460
| – | – | 0.01% | 337 |
|
|
2025
Q4 | $201K | Buy |
+1,460
| New | +$191K | 0.01% | 351 |
|
|
2025
Q3 | – | Sell |
-2,113
| Closed | -$256K | – | 372 |
|
|
2025
Q2 | $256K | Sell |
2,113
-25
| -1% | -$2.82K | 0.01% | 315 |
|
|
2025
Q1 | $238K | Buy |
+2,138
| New | +$228K | 0.01% | 308 |
|
|
2024
Q4 | – | Sell |
-2,830
| Closed | -$326K | – | 332 |
|
|
2024
Q3 | $326K | Buy |
2,830
+190
| +7% | +$21.6K | 0.01% | 256 |
|
|
2024
Q2 | $281K | Hold |
2,640
| – | – | 0.01% | 270 |
|
|
2024
Q1 | $255K | Hold |
2,640
| – | – | 0.01% | 266 |
|
|
2023
Q4 | $267K | Hold |
2,640
| – | – | 0.01% | 247 |
|
|
2023
Q3 | $269K | Hold |
2,640
| – | – | 0.01% | 198 |
|
|
2023
Q2 | $266K | Hold |
2,640
| – | – | 0.01% | 195 |
|
|
2023
Q1 | $243K | Hold |
2,640
| – | – | 0.01% | 205 |
|
|
2022
Q4 | $240K | Sell |
2,640
-750
| -22% | -$63.2K | 0.01% | 205 |
|
|
2022
Q3 | $258K | Hold |
3,390
| – | – | 0.01% | 207 |
|
|
2022
Q2 | $287K | Hold |
3,390
| – | – | 0.02% | 203 |
|
|
2022
Q1 | $297K | Hold |
3,390
| – | – | 0.01% | 212 |
|
|
2021
Q4 | $297K | Buy |
3,390
+750
| +28% | +$62.3K | 0.01% | 213 |
|
|
2021
Q3 | $216K | Hold |
2,640
| – | – | 0.01% | 236 |
|
|
2021
Q2 | $241K | Hold |
2,640
| – | – | 0.01% | 225 |
|
|
2021
Q1 | $226K | Hold |
2,640
| – | – | 0.01% | 227 |
|
|
2020
Q4 | $249K | Hold |
2,640
| – | – | 0.01% | 210 |
|
|
2020
Q3 | $230K | Hold |
2,640
| – | – | 0.01% | 214 |
|
|
2020
Q2 | $231K | Hold |
2,640
| – | – | 0.01% | 206 |
|
|
2020
Q1 | $218K | Hold |
2,640
| – | – | 0.02% | 181 |
|
|
2019
Q4 | $250K | Sell |
2,640
-262
| -9% | -$23.5K | 0.02% | 198 |
|
|
2019
Q3 | $252K | Hold |
2,902
| – | – | 0.02% | 197 |
|
|
2019
Q2 | $265K | Sell |
2,902
-392
| -12% | -$33.2K | 0.02% | 197 |
|
|
2019
Q1 | $284K | Hold |
3,294
| – | – | 0.02% | 182 |
|
|
2018
Q4 | $253K | Sell |
3,294
-112
| -3% | -$8.72K | 0.02% | 184 |
|
|
2018
Q3 | $263K | Sell |
3,406
-201
| -6% | -$14.9K | 0.02% | 193 |
|
|
2018
Q2 | $244K | Buy |
+3,607
| New | +$249K | 0.02% | 209 |
|
Other funds holding NVS
Chicago Capital's NVS Position: Q3 2026 in Review
Chicago Capital opened a new position in Novartis (NVS) in Q3 2026: 2,100 shares worth $299K. The stake represents 0.01% of the portfolio and ranks #319 among its holdings. This is a return to the name: Chicago Capital previously reported a position in NVS as recently as Q1 2026.
Chicago Capital first reported a position in NVS in Q2 2018 and has held it in 31 quarters since. The position peaked at $326K in Q3 2024. 945 funds tracked by Wall St. Rank hold NVS as of Q3 2026.
- Chicago Capital held 2,100 shares of Novartis worth $299K as of Q3 2026.
- Novartis was a new Chicago Capital position in Q3 2026.
- Novartis made up 0.01% of Chicago Capital's portfolio in Q3 2026, its #319 holding.
- Chicago Capital first reported a position in Novartis in Q2 2018 and has held it in 31 quarters since.
- Chicago Capital's Novartis position peaked at $326K in Q3 2024.
- 945 funds tracked by Wall St. Rank held Novartis as of Q3 2026.
Based on Chicago Capital's 13F filing for Q3 2026, filed 13 Oct 2026.