ClearBridge Investments’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$284K Hold
2,351
﹤0.01% 688
2025
Q1
$262K Hold
2,351
﹤0.01% 683
2024
Q4
$229K Hold
2,351
﹤0.01% 701
2024
Q3
$270K Hold
2,351
﹤0.01% 694
2024
Q2
$250K Hold
2,351
﹤0.01% 722
2024
Q1
$227K Sell
2,351
-245
-9% -$23.7K ﹤0.01% 739
2023
Q4
$262K Sell
2,596
-1,021
-28% -$103K ﹤0.01% 728
2023
Q3
$368K Buy
3,617
+645
+22% +$65.7K ﹤0.01% 665
2023
Q2
$300K Sell
2,972
-5
-0.2% -$505 ﹤0.01% 678
2023
Q1
$274K Sell
2,977
-11
-0.4% -$1.01K ﹤0.01% 692
2022
Q4
$271K Buy
2,988
+98
+3% +$8.89K ﹤0.01% 721
2022
Q3
$220K Sell
2,890
-5,143
-64% -$392K ﹤0.01% 726
2022
Q2
$679K Sell
8,033
-292
-4% -$24.7K ﹤0.01% 706
2022
Q1
$731K Sell
8,325
-30,990
-79% -$2.72M ﹤0.01% 720
2021
Q4
$3.44M Sell
39,315
-1,476
-4% -$129K ﹤0.01% 640
2021
Q3
$3.34M Buy
40,791
+5,528
+16% +$452K ﹤0.01% 644
2021
Q2
$3.22M Sell
35,263
-2,356
-6% -$215K ﹤0.01% 643
2021
Q1
$3.22M Sell
37,619
-1,539,513
-98% -$132M ﹤0.01% 622
2020
Q4
$149M Buy
1,577,132
+7,893
+0.5% +$745K 0.12% 170
2020
Q3
$136M Sell
1,569,239
-314,736
-17% -$27.4M 0.12% 157
2020
Q2
$165M Buy
1,883,975
+4,201
+0.2% +$367K 0.15% 132
2020
Q1
$155M Buy
1,879,774
+142,047
+8% +$11.7M 0.17% 125
2019
Q4
$165M Buy
1,737,727
+171,577
+11% +$16.3M 0.14% 144
2019
Q3
$136M Buy
1,566,150
+71,344
+5% +$6.2M 0.12% 162
2019
Q2
$136M Buy
1,494,806
+93,748
+7% +$8.56M 0.12% 165
2019
Q1
$121M Buy
1,401,058
+480,858
+52% +$41.4M 0.11% 177
2018
Q4
$70.8M Buy
920,200
+47,067
+5% +$3.62M 0.07% 235
2018
Q3
$67.4M Buy
873,133
+80,300
+10% +$6.2M 0.06% 272
2018
Q2
$53.7M Buy
792,833
+4,893
+0.6% +$331K 0.04% 306
2018
Q1
$57.1M Sell
787,940
-76,757
-9% -$5.56M 0.05% 290
2017
Q4
$65.1M Sell
864,697
-3,452
-0.4% -$260K 0.06% 274
2017
Q3
$66.8M Sell
868,149
-6,141
-0.7% -$472K 0.06% 265
2017
Q2
$65.4M Sell
874,290
-3,028
-0.3% -$226K 0.06% 266
2017
Q1
$58.4M Sell
877,318
-1,222,397
-58% -$81.4M 0.06% 286
2016
Q4
$137M Sell
2,099,715
-71,101
-3% -$4.64M 0.15% 145
2016
Q3
$154M Sell
2,170,816
-39,922
-2% -$2.82M 0.17% 139
2016
Q2
$163M Buy
2,210,738
+134,986
+7% +$9.98M 0.19% 123
2016
Q1
$135M Sell
2,075,752
-257,459
-11% -$16.7M 0.16% 136
2015
Q4
$180M Sell
2,333,211
-326,448
-12% -$25.2M 0.21% 125
2015
Q3
$219M Sell
2,659,659
-15,500
-0.6% -$1.28M 0.26% 103
2015
Q2
$236M Sell
2,675,159
-68,405
-2% -$6.03M 0.25% 112
2015
Q1
$242M Sell
2,743,564
-79,318
-3% -$7.01M 0.25% 109
2014
Q4
$234M Sell
2,822,882
-215,614
-7% -$17.9M 0.25% 114
2014
Q3
$256M Sell
3,038,496
-95,091
-3% -$8.02M 0.28% 103
2014
Q2
$254M Sell
3,133,587
-349,379
-10% -$28.3M 0.29% 106
2014
Q1
$265M Sell
3,482,966
-33,812
-1% -$2.58M 0.31% 100
2013
Q4
$253M Sell
3,516,778
-112,038
-3% -$8.07M 0.32% 98
2013
Q3
$249M Buy
3,628,816
+42,414
+1% +$2.92M 0.35% 94
2013
Q2
$227M Buy
+3,586,402
New +$227M 0.35% 88