Creative Financial Designs’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 | $76.9K | Buy |
503
+59
| +13% | +$9.04K | ﹤0.01% | 754 |
|
|
2025
Q4 | $61.3K | Sell |
444
-5
| -1% | -$655 | ﹤0.01% | 795 |
|
|
2025
Q3 | $57.6K | Sell |
449
-38
| -8% | -$4.64K | ﹤0.01% | 807 |
|
|
2025
Q2 | $59K | Buy |
487
+37
| +8% | +$4.17K | ﹤0.01% | 815 |
|
|
2025
Q1 | $50.1K | Hold |
450
| – | – | ﹤0.01% | 821 |
|
|
2024
Q4 | $43.7K | Sell |
450
-19
| -4% | -$2.03K | ﹤0.01% | 826 |
|
|
2024
Q3 | $54K | Buy |
469
+56
| +14% | +$6.35K | ﹤0.01% | 764 |
|
|
2024
Q2 | $44K | Buy |
413
+4
| +1% | +$402 | ﹤0.01% | 779 |
|
|
2024
Q1 | $39.6K | Sell |
409
-42
| -9% | -$4.31K | ﹤0.01% | 785 |
|
|
2023
Q4 | $45.6K | Buy |
451
+72
| +19% | +$6.95K | ﹤0.01% | 712 |
|
|
2023
Q3 | $38.6K | Hold |
379
| – | – | ﹤0.01% | 693 |
|
|
2023
Q2 | $38.3K | Buy |
379
+8
| +2% | +$800 | ﹤0.01% | 701 |
|
|
2023
Q1 | $34.2K | Sell |
371
-70
| -16% | -$6.11K | ﹤0.01% | 680 |
|
|
2022
Q4 | $40K | Hold |
441
| – | – | 0.01% | 608 |
|
|
2022
Q3 | $34K | Buy |
441
+132
| +43% | +$10.9K | 0.01% | 623 |
|
|
2022
Q2 | $26K | Buy |
309
+90
| +41% | +$7.9K | ﹤0.01% | 680 |
|
|
2022
Q1 | $19K | Buy |
219
+99
| +83% | +$8.57K | ﹤0.01% | 774 |
|
|
2021
Q4 | $10K | Sell |
120
-151
| -56% | -$12.5K | ﹤0.01% | 908 |
|
|
2021
Q3 | $22K | Hold |
271
| – | – | ﹤0.01% | 839 |
|
|
2021
Q2 | $25K | Hold |
271
| – | – | ﹤0.01% | 796 |
|
|
2021
Q1 | $23K | Hold |
271
| – | – | ﹤0.01% | 751 |
|
|
2020
Q4 | $26K | Sell |
271
-49
| -15% | -$4.28K | 0.01% | 662 |
|
|
2020
Q3 | $28K | Sell |
320
-13
| -4% | -$1.13K | 0.01% | 587 |
|
|
2020
Q2 | $29K | Buy |
333
+241
| +262% | +$20.8K | 0.01% | 521 |
|
|
2020
Q1 | $8K | Sell |
92
-12
| -12% | -$1.07K | ﹤0.01% | 364 |
|
|
2019
Q4 | $10K | Hold |
104
| – | – | ﹤0.01% | 396 |
|
|
2019
Q3 | $9K | Hold |
104
| – | – | ﹤0.01% | 421 |
|
|
2019
Q2 | $9K | Sell |
104
-23
| -18% | -$1.95K | ﹤0.01% | 410 |
|
|
2019
Q1 | $11K | Buy |
127
+114
| +877% | +$9.15K | 0.01% | 379 |
|
|
2018
Q4 | $1K | Sell |
13
-32
| -71% | -$2.49K | ﹤0.01% | 556 |
|
|
2018
Q3 | $3K | Sell |
45
-102
| -69% | -$7.54K | ﹤0.01% | 610 |
|
|
2018
Q2 | $10K | Hold |
147
| – | – | 0.01% | 469 |
|
|
2018
Q1 | $11K | Buy |
147
+13
| +10% | +$990 | 0.01% | 419 |
|
|
2017
Q4 | $10K | Hold |
134
| – | – | 0.01% | 411 |
|
|
2017
Q3 | $10K | Hold |
134
| – | – | 0.01% | 414 |
|
|
2017
Q2 | $10K | Hold |
134
| – | – | 0.01% | 417 |
|
|
2017
Q1 | $8K | Sell |
134
-27
| -17% | -$1.8K | 0.01% | 429 |
|
|
2016
Q4 | $10K | Buy |
+161
| New | +$10.4K | 0.01% | 397 |
|
Other funds holding NVS
Creative Financial Designs's NVS Position: Q1 2026 in Review
Creative Financial Designs increased its Novartis (NVS) stake by 13% in Q1 2026, buying an estimated $9.04K and bringing the position to 503 shares worth $76.9K. The position accounts for ﹤0.01% of the portfolio, ranked #754.
Creative Financial Designs first reported a position in NVS in Q4 2016 and has held it in 38 quarters since. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- Creative Financial Designs held 503 shares of Novartis worth $76.9K as of Q1 2026.
- Creative Financial Designs bought 59 Novartis shares in Q1 2026, an estimated $9.04K.
- Novartis made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #754 holding.
- Creative Financial Designs first reported a position in Novartis in Q4 2016 and has held it in 38 quarters since.
- 1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.