Clifford Swan Investment Counsel’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 | $11.1M | Sell |
72,551
-998
| -1% | -$153K | 0.38% | 78 |
|
|
2025
Q4 | $10.1M | Sell |
73,549
-2,053
| -3% | -$269K | 0.34% | 81 |
|
|
2025
Q3 | $9.7M | Sell |
75,602
-818
| -1% | -$99.8K | 0.32% | 82 |
|
|
2025
Q2 | $9.25M | Sell |
76,420
-2,109
| -3% | -$238K | 0.33% | 82 |
|
|
2025
Q1 | $8.75M | Sell |
78,529
-3,025
| -4% | -$322K | 0.32% | 84 |
|
|
2024
Q4 | $7.94M | Sell |
81,554
-487
| -0.6% | -$51.9K | 0.29% | 88 |
|
|
2024
Q3 | $9.44M | Sell |
82,041
-5,946
| -7% | -$675K | 0.33% | 81 |
|
|
2024
Q2 | $9.37M | Sell |
87,987
-415
| -0.5% | -$41.7K | 0.35% | 77 |
|
|
2024
Q1 | $8.55M | Sell |
88,402
-3,860
| -4% | -$396K | 0.32% | 83 |
|
|
2023
Q4 | $9.32M | Sell |
92,262
-4,802
| -5% | -$464K | 0.36% | 76 |
|
|
2023
Q3 | $9.89M | Sell |
97,064
-724
| -0.7% | -$73.5K | 0.41% | 73 |
|
|
2023
Q2 | $9.87M | Sell |
97,788
-304
| -0.3% | -$30.4K | 0.4% | 75 |
|
|
2023
Q1 | $9.02M | Sell |
98,092
-3,779
| -4% | -$330K | 0.38% | 76 |
|
|
2022
Q4 | $9.24M | Sell |
101,871
-1,767
| -2% | -$149K | 0.4% | 75 |
|
|
2022
Q3 | $7.88M | Sell |
103,638
-4,862
| -4% | -$403K | 0.37% | 74 |
|
|
2022
Q2 | $9.17M | Sell |
108,500
-370
| -0.3% | -$32.5K | 0.4% | 75 |
|
|
2022
Q1 | $9.55M | Sell |
108,870
-2,664
| -2% | -$231K | 0.35% | 81 |
|
|
2021
Q4 | $9.76M | Sell |
111,534
-374
| -0.3% | -$31.1K | 0.34% | 81 |
|
|
2021
Q3 | $9.41M | Sell |
111,908
-1,528
| -1% | -$137K | 0.35% | 81 |
|
|
2021
Q2 | $10.4M | Buy |
113,436
+6,106
| +6% | +$544K | 0.39% | 74 |
|
|
2021
Q1 | $9.18M | Buy |
107,330
+1,527
| +1% | +$137K | 0.38% | 80 |
|
|
2020
Q4 | $9.99M | Buy |
105,803
+4,167
| +4% | +$364K | 0.44% | 71 |
|
|
2020
Q3 | $8.84M | Sell |
101,636
-1,404
| -1% | -$122K | 0.42% | 73 |
|
|
2020
Q2 | $9M | Sell |
103,040
-2,054
| -2% | -$177K | 0.46% | 71 |
|
|
2020
Q1 | $8.66M | Sell |
105,094
-2,569
| -2% | -$229K | 0.53% | 65 |
|
|
2019
Q4 | $10.2M | Sell |
107,663
-7,739
| -7% | -$694K | 0.49% | 71 |
|
|
2019
Q3 | $10M | Sell |
115,402
-14,339
| -11% | -$1.29M | 0.52% | 65 |
|
|
2019
Q2 | $11.8M | Sell |
129,741
-16,194
| -11% | -$1.37M | 0.62% | 54 |
|
|
2019
Q1 | $12.6M | Sell |
145,935
-2,342
| -2% | -$188K | 0.67% | 51 |
|
|
2018
Q4 | $11.4M | Sell |
148,277
-717
| -0.5% | -$55.8K | 0.69% | 51 |
|
|
2018
Q3 | $11.5M | Buy |
148,994
+3,728
| +3% | +$276K | 0.6% | 55 |
|
|
2018
Q2 | $9.83M | Sell |
145,266
-162
| -0.1% | -$11.2K | 0.55% | 61 |
|
|
2018
Q1 | $10.5M | Sell |
145,428
-949
| -0.6% | -$72.2K | 0.6% | 61 |
|
|
2017
Q4 | $11M | Buy |
146,377
+2,536
| +2% | +$191K | 0.6% | 58 |
|
|
2017
Q3 | $11.1M | Buy |
143,841
+3,761
| +3% | +$284K | 0.67% | 55 |
|
|
2017
Q2 | $10.5M | Buy |
140,080
+6,015
| +4% | +$426K | 0.65% | 55 |
|
|
2017
Q1 | $8.92M | Buy |
134,065
+32,447
| +32% | +$2.16M | 0.57% | 61 |
|
|
2016
Q4 | $6.63M | Buy |
101,618
+3,894
| +4% | +$253K | 0.44% | 71 |
|
|
2016
Q3 | $6.91M | Sell |
97,724
-16,990
| -15% | -$1.24M | 0.47% | 68 |
|
|
2016
Q2 | $8.48M | Buy |
114,714
+3,346
| +3% | +$231K | 0.59% | 61 |
|
|
2016
Q1 | $7.23M | Buy |
111,368
+5,933
| +6% | +$404K | 0.49% | 68 |
|
|
2015
Q4 | $8.13M | Sell |
105,435
-4,151
| -4% | -$330K | 0.56% | 63 |
|
|
2015
Q3 | $9.03M | Sell |
109,586
-3,819
| -3% | -$340K | 0.65% | 55 |
|
|
2015
Q2 | $9.99M | Sell |
113,405
-1,657
| -1% | -$152K | 0.67% | 50 |
|
|
2015
Q1 | $10.2M | Sell |
115,062
-6,047
| -5% | -$536K | 0.67% | 50 |
|
|
2014
Q4 | $10.1M | Sell |
121,109
-564
| -0.5% | -$46.8K | 0.66% | 48 |
|
|
2014
Q3 | $10.3M | Sell |
121,673
-2,139
| -2% | -$173K | 0.7% | 46 |
|
|
2014
Q2 | $10M | Sell |
123,812
-724
| -0.6% | -$56.9K | 0.68% | 46 |
|
|
2014
Q1 | $9.49M | Buy |
124,536
+1,324
| +1% | +$96.5K | 0.66% | 47 |
|
|
2013
Q4 | $8.87M | Sell |
123,212
-666
| -0.5% | -$46.3K | 0.64% | 50 |
|
|
2013
Q3 | $8.52M | Sell |
123,878
-1,134
| -0.9% | -$75K | 0.68% | 48 |
|
|
2013
Q2 | $7.92M | Buy |
+125,012
| New | +$8.13M | 0.66% | 47 |
|
Other funds holding NVS
Clifford Swan Investment Counsel's NVS Position: Q1 2026 in Review
Clifford Swan Investment Counsel reduced its Novartis (NVS) stake by 1.4% in Q1 2026, selling an estimated $153K and leaving 72,551 shares worth $11.1M. The position accounts for 0.38% of the portfolio, ranked #78.
Clifford Swan Investment Counsel first reported a position in NVS in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.6M in Q1 2019. 1,597 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- Clifford Swan Investment Counsel held 72,551 shares of Novartis worth $11.1M as of Q1 2026.
- Clifford Swan Investment Counsel sold 998 Novartis shares in Q1 2026, an estimated $153K.
- Novartis made up 0.38% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #78 holding.
- Clifford Swan Investment Counsel first reported a position in Novartis in Q2 2013 and has held it in 52 quarters since.
- Clifford Swan Investment Counsel's Novartis position peaked at $12.6M in Q1 2019.
- 1,597 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.