Cypress Asset Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $942K | Sell |
6,835
-40
| -0.6% | -$5.24K | 0.21% | 74 |
|
|
2025
Q3 | $882K | Hold |
6,875
| – | – | 0.2% | 76 |
|
|
2025
Q2 | $832K | Hold |
6,875
| – | – | 0.2% | 74 |
|
|
2025
Q1 | $766K | Sell |
6,875
-207
| -3% | -$22K | 0.21% | 74 |
|
|
2024
Q4 | $704K | Sell |
7,082
-874
| -11% | -$93.2K | 0.17% | 75 |
|
|
2024
Q3 | $915K | Buy |
7,956
+150
| +2% | +$17K | 0.23% | 71 |
|
|
2024
Q2 | $847K | Sell |
7,806
-340
| -4% | -$34.1K | 0.22% | 72 |
|
|
2024
Q1 | $802K | Sell |
8,146
-100
| -1% | -$10.3K | 0.22% | 75 |
|
|
2023
Q4 | $833K | Sell |
8,246
-177
| -2% | -$17.1K | 0.25% | 75 |
|
|
2023
Q3 | $858K | Buy |
8,423
+295
| +4% | +$29.9K | 0.29% | 75 |
|
|
2023
Q2 | $820K | Sell |
8,128
-150
| -2% | -$15K | 0.26% | 79 |
|
|
2023
Q1 | $762K | Sell |
8,278
-105
| -1% | -$9.17K | 0.26% | 83 |
|
|
2022
Q4 | $761K | Hold |
8,383
| – | – | 0.28% | 83 |
|
|
2022
Q3 | $637K | Hold |
8,383
| – | – | 0.24% | 89 |
|
|
2022
Q2 | $709K | Sell |
8,383
-330
| -4% | -$29K | 0.25% | 86 |
|
|
2022
Q1 | $765K | Sell |
8,713
-1,900
| -18% | -$165K | 0.22% | 92 |
|
|
2021
Q4 | $928K | Sell |
10,613
-206
| -2% | -$17.1K | 0.22% | 93 |
|
|
2021
Q3 | $885K | Sell |
10,819
-165
| -2% | -$14.8K | 0.23% | 93 |
|
|
2021
Q2 | $1M | Sell |
10,984
-1,481
| -12% | -$132K | 0.26% | 90 |
|
|
2021
Q1 | $1.07M | Sell |
12,465
-1,535
| -11% | -$138K | 0.3% | 87 |
|
|
2020
Q4 | $1.32M | Sell |
14,000
-100
| -0.7% | -$8.74K | 0.37% | 80 |
|
|
2020
Q3 | $1.23M | Sell |
14,100
-665
| -5% | -$57.6K | 0.38% | 80 |
|
|
2020
Q2 | $1.29M | Sell |
14,765
-60
| -0.4% | -$5.18K | 0.43% | 74 |
|
|
2020
Q1 | $1.22M | Buy |
14,825
+215
| +1% | +$19.2K | 0.53% | 63 |
|
|
2019
Q4 | $1.38M | Sell |
14,610
-600
| -4% | -$53.8K | 0.47% | 71 |
|
|
2019
Q3 | $1.32M | Sell |
15,210
-625
| -4% | -$56.1K | 0.46% | 68 |
|
|
2019
Q2 | $1.45M | Sell |
15,835
-1,697
| -10% | -$144K | 0.49% | 65 |
|
|
2019
Q1 | $1.51M | Sell |
17,532
-251
| -1% | -$20.1K | 0.51% | 67 |
|
|
2018
Q4 | $1.37M | Sell |
17,783
-298
| -2% | -$23.2K | 0.51% | 65 |
|
|
2018
Q3 | $1.4M | Sell |
18,081
-112
| -0.6% | -$8.28K | 0.41% | 73 |
|
|
2018
Q2 | $1.23M | Sell |
18,193
-949
| -5% | -$65.5K | 0.36% | 80 |
|
|
2018
Q1 | $1.39M | Sell |
19,142
-3,774
| -16% | -$287K | 0.41% | 76 |
|
|
2017
Q4 | $1.72M | Sell |
22,916
-826
| -3% | -$62.3K | 0.37% | 77 |
|
|
2017
Q3 | $1.83M | Sell |
23,742
-123
| -0.5% | -$9.29K | 0.39% | 77 |
|
|
2017
Q2 | $1.78M | Sell |
23,865
-725
| -3% | -$51.4K | 0.37% | 75 |
|
|
2017
Q1 | $1.64M | Sell |
24,590
-2,840
| -10% | -$189K | 0.31% | 83 |
|
|
2016
Q4 | $1.79M | Sell |
27,430
-307
| -1% | -$19.9K | 0.34% | 77 |
|
|
2016
Q3 | $1.96M | Buy |
27,737
+720
| +3% | +$52.5K | 0.39% | 73 |
|
|
2016
Q2 | $2M | Sell |
27,017
-1,270
| -4% | -$87.7K | 0.4% | 76 |
|
|
2016
Q1 | $1.84M | Buy |
28,287
+299
| +1% | +$20.3K | 0.37% | 79 |
|
|
2015
Q4 | $2.16M | Buy |
27,988
+980
| +4% | +$77.8K | 0.43% | 71 |
|
|
2015
Q3 | $2.23M | Buy |
27,008
+178
| +0.7% | +$15.8K | 0.47% | 66 |
|
|
2015
Q2 | $2.36M | Buy |
26,830
+1,768
| +7% | +$162K | 0.44% | 68 |
|
|
2015
Q1 | $2.21M | Sell |
25,062
-84
| -0.3% | -$7.45K | 0.41% | 72 |
|
|
2014
Q4 | $2.09M | Sell |
25,146
-837
| -3% | -$69.4K | 0.38% | 68 |
|
|
2014
Q3 | $2.19M | Sell |
25,983
-56
| -0.2% | -$4.53K | 0.4% | 71 |
|
|
2014
Q2 | $2.11M | Sell |
26,039
-1,146
| -4% | -$90.1K | 0.36% | 76 |
|
|
2014
Q1 | $2.07M | Sell |
27,185
-1,296
| -5% | -$94.4K | 0.38% | 72 |
|
|
2013
Q4 | $2.05M | Buy |
28,481
+111
| +0.4% | +$7.72K | 0.36% | 74 |
|
|
2013
Q3 | $1.95M | Sell |
28,370
-781
| -3% | -$51.7K | 0.36% | 71 |
|
|
2013
Q2 | $1.85M | Buy |
+29,151
| New | +$1.9M | 0.34% | 73 |
|
Other funds holding NVS
Cypress Asset Management's NVS Position: Q4 2025 in Review
Cypress Asset Management reduced its Novartis (NVS) stake by 0.58% in Q4 2025, selling an estimated $5.24K and leaving 6,835 shares worth $942K. The position accounts for 0.21% of the portfolio, ranked #74.
Cypress Asset Management first reported a position in NVS in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.36M in Q2 2015. 1,508 funds tracked by Wall St. Rank hold NVS as of Q4 2025.
- Cypress Asset Management held 6,835 shares of Novartis worth $942K as of Q4 2025.
- Cypress Asset Management sold 40 Novartis shares in Q4 2025, an estimated $5.24K.
- Novartis made up 0.21% of Cypress Asset Management's portfolio in Q4 2025, its #74 holding.
- Cypress Asset Management first reported a position in Novartis in Q2 2013 and has held it in 51 quarters since.
- Cypress Asset Management's Novartis position peaked at $2.36M in Q2 2015.
- 1,508 funds tracked by Wall St. Rank held Novartis as of Q4 2025.
Based on Cypress Asset Management's 13F filing for Q4 2025, filed 29 Jan 2026.