Clarius Group LLC’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.19M | Hold |
8,652
| – | – | 0.07% | 109 |
|
|
2025
Q3 | $1.11M | Sell |
8,652
-979
| -10% | -$119K | 0.07% | 119 |
|
|
2025
Q2 | $1.17M | Hold |
9,631
| – | – | 0.07% | 133 |
|
|
2025
Q1 | $1.07M | Buy |
9,631
+1,700
| +21% | +$181K | 0.07% | 132 |
|
|
2024
Q4 | $772K | Buy |
7,931
+1,612
| +26% | +$172K | 0.05% | 148 |
|
|
2024
Q3 | $727K | Sell |
6,319
-1,434
| -18% | -$163K | 0.05% | 153 |
|
|
2024
Q2 | $825K | Sell |
7,753
-1,582
| -17% | -$159K | 0.06% | 138 |
|
|
2024
Q1 | $903K | Sell |
9,335
-636
| -6% | -$65.2K | 0.06% | 130 |
|
|
2023
Q4 | $1.01M | Sell |
9,971
-26
| -0.3% | -$2.51K | 0.08% | 126 |
|
|
2023
Q3 | $1.02M | Sell |
9,997
-185
| -2% | -$18.8K | 0.1% | 109 |
|
|
2023
Q2 | $1.03M | Buy |
10,182
+473
| +5% | +$47.3K | 0.08% | 136 |
|
|
2023
Q1 | $893K | Sell |
9,709
-912
| -9% | -$79.6K | 0.08% | 147 |
|
|
2022
Q4 | $964K | Buy |
10,621
+2,039
| +24% | +$172K | 0.09% | 138 |
|
|
2022
Q3 | $652K | Sell |
8,582
-522
| -6% | -$43.3K | 0.07% | 175 |
|
|
2022
Q2 | $770K | Buy |
9,104
+3,404
| +60% | +$299K | 0.08% | 154 |
|
|
2022
Q1 | $499K | Hold |
5,700
| – | – | 0.04% | 240 |
|
|
2021
Q4 | $499K | Buy |
5,700
+205
| +4% | +$17K | 0.04% | 240 |
|
|
2021
Q3 | $449K | Sell |
5,495
-555
| -9% | -$49.9K | 0.04% | 235 |
|
|
2021
Q2 | $552K | Buy |
6,050
+543
| +10% | +$48.4K | 0.05% | 194 |
|
|
2021
Q1 | $471K | Sell |
5,507
-146
| -3% | -$13.1K | 0.05% | 199 |
|
|
2020
Q4 | $534K | Buy |
5,653
+102
| +2% | +$8.91K | 0.06% | 168 |
|
|
2020
Q3 | $483K | Sell |
5,551
-368
| -6% | -$31.9K | 0.06% | 141 |
|
|
2020
Q2 | $517K | Sell |
5,919
-7
| -0.1% | -$604 | 0.07% | 131 |
|
|
2020
Q1 | $489K | Sell |
5,926
-563
| -9% | -$50.2K | 0.09% | 108 |
|
|
2019
Q4 | $614K | Sell |
6,489
-1,054
| -14% | -$94.6K | 0.1% | 107 |
|
|
2019
Q3 | $655K | Buy |
7,543
+960
| +15% | +$86.2K | 0.12% | 99 |
|
|
2019
Q2 | $601K | Buy |
6,583
+1,461
| +29% | +$124K | 0.12% | 95 |
|
|
2019
Q1 | $441K | Buy |
5,122
+2,142
| +72% | +$172K | 0.11% | 102 |
|
|
2018
Q4 | $229K | Buy |
+2,980
| New | +$232K | 0.08% | 107 |
|
|
2017
Q3 | – | Sell |
-3,119
| Closed | -$233K | – | 89 |
|
|
2017
Q2 | $233K | Sell |
3,119
-112
| -3% | -$7.94K | 0.1% | 83 |
|
|
2017
Q1 | $215K | Sell |
3,231
-143
| -4% | -$9.53K | 0.09% | 86 |
|
|
2016
Q4 | $220K | Buy |
3,374
+210
| +7% | +$13.6K | 0.09% | 86 |
|
|
2016
Q3 | $223K | Buy |
3,164
+20
| +0.6% | +$1.46K | 0.1% | 83 |
|
|
2016
Q2 | $233K | Buy |
+3,144
| New | +$217K | 0.12% | 79 |
|
Other funds holding NVS
Clarius Group LLC's NVS Position: Q4 2025 in Review
Clarius Group LLC held its Novartis (NVS) position steady in Q4 2025 at 8,652 shares worth $1.19M. The position accounts for 0.07% of the portfolio, ranked #109.
Clarius Group LLC first reported a position in NVS in Q2 2016 and has held it in 34 quarters since. 1,509 funds tracked by Wall St. Rank hold NVS as of Q4 2025.
- Clarius Group LLC held 8,652 shares of Novartis worth $1.19M as of Q4 2025.
- Clarius Group LLC left its Novartis share count unchanged in Q4 2025.
- Novartis made up 0.07% of Clarius Group LLC's portfolio in Q4 2025, its #109 holding.
- Clarius Group LLC first reported a position in Novartis in Q2 2016 and has held it in 34 quarters since.
- 1,509 funds tracked by Wall St. Rank held Novartis as of Q4 2025.
Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.