Cullen Capital Management’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
$311M Sell
2,037,962
-42,834
-2% -$6.57M 3.19% 1
2025
Q4
$287M Buy
2,080,796
+10,419
+0.5% +$1.36M 3.13% 2
2025
Q3
$266M Sell
2,070,377
-26,475
-1% -$3.23M 2.9% 4
2025
Q2
$254M Sell
2,096,852
-11,832
-0.6% -$1.33M 2.89% 4
2025
Q1
$235M Sell
2,108,684
-47,935
-2% -$5.1M 2.72% 7
2024
Q4
$210M Sell
2,156,619
-95,349
-4% -$10.2M 2.44% 13
2024
Q3
$259M Sell
2,251,968
-618,413
-22% -$70.2M 2.82% 3
2024
Q2
$306M Sell
2,870,381
-54,043
-2% -$5.42M 3.52% 2
2024
Q1
$283M Buy
2,924,424
+1,295,186
+79% +$133M 3.15% 2
2023
Q4
$165M Sell
1,629,238
-1,085,571
-40% -$105M 2.44% 14
2023
Q3
$277M Sell
2,714,809
-81,081
-3% -$8.23M 3.23% 1
2023
Q2
$282M Sell
2,795,890
-664,113
-19% -$66.4M 2.52% 3
2023
Q1
$318M Buy
3,460,003
+672,290
+24% +$58.7M 2.91% 1
2022
Q4
$253M Sell
2,787,713
-679,560
-20% -$57.2M 3.25% 1
2022
Q3
$264M Buy
3,467,273
+103,941
+3% +$8.62M 2.82% 2
2022
Q2
$284M Buy
3,363,332
+68,061
+2% +$5.97M 2.86% 1
2022
Q1
$289M Buy
3,295,271
+492,643
+18% +$42.7M 2.66% 2
2021
Q4
$245M Sell
2,802,628
-196,010
-7% -$16.3M 2.3% 7
2021
Q3
$245M Buy
2,998,638
+131,051
+5% +$11.8M 2.41% 5
2021
Q2
$262M Buy
2,867,587
+274,919
+11% +$24.5M 2.53% 3
2021
Q1
$222M Buy
2,592,668
+2,067,642
+394% +$186M 2.39% 5
2020
Q4
$49.6M Sell
525,026
-119,909
-19% -$10.5M 2.75% 4
2020
Q3
$56.1M Sell
644,935
-3,665
-0.6% -$318K 3.25% 3
2020
Q2
$56.6M Sell
648,600
-117,020
-15% -$10.1M 3.19% 3
2020
Q1
$63.1M Sell
765,620
-51,040
-6% -$4.55M 3.64% 2
2019
Q4
$77.3M Sell
816,660
-44,966
-5% -$4.03M 3.03% 3
2019
Q3
$74.9M Sell
861,626
-5,040
-0.6% -$453K 3.01% 2
2019
Q2
$79.1M Sell
866,666
-106,682
-11% -$9.03M 3.09% 2
2019
Q1
$83.9M Buy
973,348
+8,397
+0.9% +$674K 3.31% 1
2018
Q4
$74.2M Sell
964,951
-28,463
-3% -$2.22M 3.2% 4
2018
Q3
$76.7M Sell
993,414
-6,802
-0.7% -$503K 2.83% 3
2018
Q2
$67.7M Buy
1,000,216
+3,236
+0.3% +$223K 2.56% 11
2018
Q1
$72.2M Buy
996,980
+18,141
+2% +$1.38M 2.56% 8
2017
Q4
$73.6M Buy
978,839
+3,549
+0.4% +$268K 2.53% 13
2017
Q3
$75M Sell
975,290
-15,708
-2% -$1.19M 2.61% 12
2017
Q2
$74.1M Buy
990,998
+112,444
+13% +$7.97M 2.61% 13
2017
Q1
$58.5M Sell
878,554
-19,703
-2% -$1.31M 2.05% 27
2016
Q4
$58.6M Buy
898,257
+764,917
+574% +$49.6M 2.02% 27
2016
Q3
$9.43M Buy
133,340
+8,839
+7% +$644K 0.32% 40
2016
Q2
$9.21M Sell
124,501
-4,040
-3% -$279K 0.32% 40
2016
Q1
$8.34M Buy
128,541
+1,780
+1% +$121K 0.3% 39
2015
Q4
$9.77M Buy
126,761
+123
+0.1% +$9.77K 0.33% 40
2015
Q3
$10.4M Sell
126,638
-9,737
-7% -$867K 0.37% 40
2015
Q2
$12M Sell
136,375
-20,423
-13% -$1.87M 0.38% 39
2015
Q1
$13.9M Sell
156,798
-24,664
-14% -$2.19M 0.39% 41
2014
Q4
$15.1M Sell
181,462
-13,503
-7% -$1.12M 0.41% 40
2014
Q3
$16.4M Sell
194,965
-335
-0.2% -$27.1K 0.45% 39
2014
Q2
$15.8M Sell
195,300
-19,474
-9% -$1.53M 0.41% 38
2014
Q1
$16.4M Buy
214,774
+41,906
+24% +$3.05M 0.44% 39
2013
Q4
$12.5M Buy
172,868
+1,395
+0.8% +$97K 0.33% 48
2013
Q3
$11.8M Buy
171,473
+513
+0.3% +$33.9K 0.33% 45
2013
Q2
$10.8M Buy
+170,960
New +$11.1M 0.33% 40

Other funds holding NVS

Cullen Capital Management's NVS Position: Q1 2026 in Review

Cullen Capital Management reduced its Novartis (NVS) stake by 2.1% in Q1 2026, selling an estimated $6.57M and leaving 2,037,962 shares worth $311M. The position accounts for 3.19% of the portfolio, ranked #1.

Cullen Capital Management first reported a position in NVS in Q2 2013 and has held it in 52 quarters since. The position peaked at $318M in Q1 2023. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Cullen Capital Management held 2,037,962 shares of Novartis worth $311M as of Q1 2026.
  • Cullen Capital Management sold 42,834 Novartis shares in Q1 2026, an estimated $6.57M.
  • Novartis made up 3.19% of Cullen Capital Management's portfolio in Q1 2026, its #1 holding.
  • Cullen Capital Management first reported a position in Novartis in Q2 2013 and has held it in 52 quarters since.
  • Cullen Capital Management's Novartis position peaked at $318M in Q1 2023.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Cullen Capital Management's 13F filing for Q1 2026, filed 15 May 2026.