Court Place Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.17M | Hold |
9,120
| – | – | 0.35% | 59 |
|
|
2025
Q2 | $1.1M | Hold |
9,120
| – | – | 0.35% | 62 |
|
|
2025
Q1 | $1.02M | Sell |
9,120
-900
| -9% | -$95.8K | 0.34% | 64 |
|
|
2024
Q4 | $975K | Sell |
10,020
-1,550
| -13% | -$165K | 0.32% | 67 |
|
|
2024
Q3 | $1.33M | Sell |
11,570
-250
| -2% | -$28.4K | 0.39% | 58 |
|
|
2024
Q2 | $1.26M | Buy |
11,820
+425
| +4% | +$42.7K | 0.39% | 58 |
|
|
2024
Q1 | $1.1M | Sell |
11,395
-1,400
| -11% | -$144K | 0.36% | 62 |
|
|
2023
Q4 | $1.29M | Sell |
12,795
-200
| -2% | -$19.3K | 0.42% | 56 |
|
|
2023
Q3 | $1.32M | Hold |
12,995
| – | – | 0.47% | 58 |
|
|
2023
Q2 | $1.31M | Sell |
12,995
-330
| -2% | -$33K | 0.46% | 56 |
|
|
2023
Q1 | $1.23M | Hold |
13,325
| – | – | 0.44% | 59 |
|
|
2022
Q4 | $1.21M | Sell |
13,325
-274
| -2% | -$23.1K | 0.44% | 58 |
|
|
2022
Q3 | $1.03M | Sell |
13,599
-835
| -6% | -$69.2K | 0.42% | 63 |
|
|
2022
Q2 | $1.22M | Sell |
14,434
-316
| -2% | -$27.7K | 0.46% | 57 |
|
|
2022
Q1 | $1.29M | Sell |
14,750
-4,115
| -22% | -$356K | 0.42% | 63 |
|
|
2021
Q4 | $1.65M | Sell |
18,865
-2,600
| -12% | -$216K | 0.45% | 59 |
|
|
2021
Q3 | $1.75M | Sell |
21,465
-360
| -2% | -$32.4K | 0.52% | 52 |
|
|
2021
Q2 | $1.99M | Sell |
21,825
-240
| -1% | -$21.4K | 0.58% | 51 |
|
|
2021
Q1 | $1.89M | Sell |
22,065
-750
| -3% | -$67.3K | 0.59% | 46 |
|
|
2020
Q4 | $2.15M | Sell |
22,815
-385
| -2% | -$33.6K | 0.72% | 39 |
|
|
2020
Q3 | $2.02M | Sell |
23,200
-100
| -0.4% | -$8.66K | 0.75% | 36 |
|
|
2020
Q2 | $2.04M | Hold |
23,300
| – | – | 0.79% | 35 |
|
|
2020
Q1 | $1.92M | Sell |
23,300
-100
| -0.4% | -$8.92K | 0.86% | 32 |
|
|
2019
Q4 | $2.22M | Sell |
23,400
-427
| -2% | -$38.3K | 0.8% | 36 |
|
|
2019
Q3 | $2.07M | Hold |
23,827
| – | – | 0.8% | 35 |
|
|
2019
Q2 | $2.18M | Sell |
23,827
-2,103
| -8% | -$178K | 0.86% | 34 |
|
|
2019
Q1 | $2.23M | Sell |
25,930
-95
| -0.4% | -$7.63K | 0.9% | 31 |
|
|
2018
Q4 | $2M | Sell |
26,025
-230
| -0.9% | -$17.9K | 0.91% | 34 |
|
|
2018
Q3 | $2.03M | Sell |
26,255
-1,428
| -5% | -$106K | 0.77% | 40 |
|
|
2018
Q2 | $1.87M | Sell |
27,683
-408
| -1% | -$28.2K | 0.78% | 40 |
|
|
2018
Q1 | $2.04M | Buy |
28,091
+257
| +0.9% | +$19.6K | 0.85% | 39 |
|
|
2017
Q4 | $2.09M | Sell |
27,834
-447
| -2% | -$33.7K | 0.86% | 38 |
|
|
2017
Q3 | $2.17M | Sell |
28,281
-502
| -2% | -$37.9K | 0.97% | 35 |
|
|
2017
Q2 | $2.15M | Sell |
28,783
-223
| -0.8% | -$15.8K | 1.02% | 31 |
|
|
2017
Q1 | $1.93M | Sell |
29,006
-725
| -2% | -$48.3K | 0.95% | 33 |
|
|
2016
Q4 | $1.94M | Sell |
29,731
-36
| -0.1% | -$2.33K | 1.01% | 32 |
|
|
2016
Q3 | $2.11M | Sell |
29,767
-186
| -0.6% | -$13.6K | 1.17% | 26 |
|
|
2016
Q2 | $2.21M | Sell |
29,953
-475
| -2% | -$32.8K | 1.28% | 25 |
|
|
2016
Q1 | $1.98M | Sell |
30,428
-223
| -0.7% | -$15.2K | 1.22% | 25 |
|
|
2015
Q4 | $2.36M | Hold |
30,651
| – | – | 1.51% | 17 |
|
|
2015
Q3 | $2.52M | Buy |
30,651
+121
| +0.4% | +$10.8K | 1.75% | 17 |
|
|
2015
Q2 | $2.69M | Hold |
30,530
| – | – | 1.72% | 17 |
|
|
2015
Q1 | $2.7M | Sell |
30,530
-391
| -1% | -$34.7K | 1.72% | 15 |
|
|
2014
Q4 | $2.57M | Sell |
30,921
-28
| -0.1% | -$2.32K | 1.66% | 17 |
|
|
2014
Q3 | $2.61M | Sell |
30,949
-223
| -0.7% | -$18K | 1.78% | 17 |
|
|
2014
Q2 | $2.53M | Sell |
31,172
-112
| -0.4% | -$8.81K | 1.75% | 17 |
|
|
2014
Q1 | $2.38M | Hold |
31,284
| – | – | 1.73% | 18 |
|
|
2013
Q4 | $2.25M | Buy |
+31,284
| New | +$2.17M | 1.72% | 18 |
|
Other funds holding NVS
Court Place Advisors's NVS Position: Q3 2025 in Review
Court Place Advisors held its Novartis (NVS) position steady in Q3 2025 at 9,120 shares worth $1.17M. The position accounts for 0.35% of the portfolio, ranked #59.
Court Place Advisors first reported a position in NVS in Q4 2013 and has held it in 48 quarters since. The position peaked at $2.7M in Q1 2015. 1,401 funds tracked by Wall St. Rank hold NVS as of Q3 2025.
- Court Place Advisors held 9,120 shares of Novartis worth $1.17M as of Q3 2025.
- Court Place Advisors left its Novartis share count unchanged in Q3 2025.
- Novartis made up 0.35% of Court Place Advisors's portfolio in Q3 2025, its #59 holding.
- Court Place Advisors first reported a position in Novartis in Q4 2013 and has held it in 48 quarters since.
- Court Place Advisors's Novartis position peaked at $2.7M in Q1 2015.
- 1,401 funds tracked by Wall St. Rank held Novartis as of Q3 2025.
Based on Court Place Advisors's 13F filing for Q3 2025, filed 25 Nov 2025.