D.J. St. Germain’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $968K | Sell |
6,177
-215
| -3% | -$32.2K | 0.03% | 178 |
|
|
2026
Q1 | $976K | Hold |
6,392
| – | – | 0.04% | 171 |
|
|
2025
Q4 | $881K | Buy |
6,392
+200
| +3% | +$26.2K | 0.03% | 177 |
|
|
2025
Q3 | $794K | Buy |
6,192
+21
| +0.3% | +$2.56K | 0.03% | 185 |
|
|
2025
Q2 | $747K | Buy |
6,171
+39
| +0.6% | +$4.4K | 0.03% | 181 |
|
|
2025
Q1 | $684K | Sell |
6,132
-39
| -0.6% | -$4.15K | 0.03% | 176 |
|
|
2024
Q4 | $601K | Buy |
6,171
+679
| +12% | +$72.4K | 0.03% | 202 |
|
|
2024
Q3 | $632K | Hold |
5,492
| – | – | 0.03% | 190 |
|
|
2024
Q2 | $585K | Hold |
5,492
| – | – | 0.03% | 190 |
|
|
2024
Q1 | $531K | Hold |
5,492
| – | – | 0.03% | 194 |
|
|
2023
Q4 | $555K | Sell |
5,492
-38
| -0.7% | -$3.67K | 0.03% | 185 |
|
|
2023
Q3 | $563K | Hold |
5,530
| – | – | 0.03% | 175 |
|
|
2023
Q2 | $558K | Buy |
+5,530
| New | +$553K | 0.03% | 179 |
|
|
2022
Q4 | $71.4K | Buy |
6,299
+785
| +14% | +$66.1K | 0.02% | 137 |
|
|
2022
Q3 | $466K | Hold |
5,514
| – | – | 0.03% | 157 |
|
|
2022
Q2 | $466K | Hold |
5,514
| – | – | 0.03% | 157 |
|
|
2022
Q1 | $484K | Hold |
5,514
| – | – | 0.03% | 172 |
|
|
2021
Q4 | $482K | Hold |
5,514
| – | – | 0.03% | 175 |
|
|
2021
Q3 | $451K | Hold |
5,514
| – | – | 0.03% | 174 |
|
|
2021
Q2 | $503K | Hold |
5,514
| – | – | 0.03% | 171 |
|
|
2021
Q1 | $471K | Sell |
5,514
-70
| -1% | -$6.28K | 0.03% | 165 |
|
|
2020
Q4 | $527K | Sell |
5,584
-63
| -1% | -$5.5K | 0.04% | 146 |
|
|
2020
Q3 | $491K | Hold |
5,647
| – | – | 0.04% | 138 |
|
|
2020
Q2 | $493K | Buy |
5,647
+115
| +2% | +$9.93K | 0.04% | 134 |
|
|
2020
Q1 | $456K | Buy |
5,532
+38
| +0.7% | +$3.39K | 0.04% | 136 |
|
|
2019
Q4 | $520K | Buy |
5,494
+759
| +16% | +$68.1K | 0.04% | 148 |
|
|
2019
Q3 | $411K | Hold |
4,735
| – | – | 0.04% | 135 |
|
|
2019
Q2 | $432K | Sell |
4,735
-549
| -10% | -$46.5K | 0.05% | 125 |
|
|
2019
Q1 | $455K | Hold |
5,284
| – | – | 0.05% | 120 |
|
|
2018
Q4 | $406K | Sell |
5,284
-34
| -0.6% | -$2.65K | 0.05% | 128 |
|
|
2018
Q3 | $411K | Hold |
5,318
| – | – | 0.05% | 124 |
|
|
2018
Q2 | $360K | Buy |
5,318
+687
| +15% | +$47.4K | 0.04% | 126 |
|
|
2018
Q1 | $336K | Sell |
4,631
-3,189
| -41% | -$243K | 0.04% | 130 |
|
|
2017
Q4 | $588K | Sell |
7,820
-206
| -3% | -$15.5K | 0.07% | 94 |
|
|
2017
Q3 | $617K | Buy |
8,026
+119
| +2% | +$8.99K | 0.08% | 92 |
|
|
2017
Q2 | $591K | Buy |
7,907
+549
| +7% | +$38.9K | 0.08% | 93 |
|
|
2017
Q1 | $490K | Buy |
7,358
+741
| +11% | +$49.4K | 0.07% | 101 |
|
|
2016
Q4 | $432K | Buy |
6,617
+633
| +11% | +$41.1K | 0.06% | 103 |
|
|
2016
Q3 | $423K | Buy |
5,984
+451
| +8% | +$32.9K | 0.06% | 104 |
|
|
2016
Q2 | $409K | Buy |
5,533
+512
| +10% | +$35.4K | 0.06% | 112 |
|
|
2016
Q1 | $326K | Buy |
5,021
+1,117
| +29% | +$76K | 0.05% | 122 |
|
|
2015
Q4 | $301K | Buy |
+3,904
| New | +$310K | 0.05% | 116 |
|
Other funds holding NVS
D.J. St. Germain's NVS Position: Q2 2026 in Review
D.J. St. Germain reduced its Novartis (NVS) stake by 3.4% in Q2 2026, selling an estimated $32.2K and leaving 6,177 shares worth $968K. The position accounts for 0.03% of the portfolio, ranked #178.
D.J. St. Germain first reported a position in NVS in Q4 2015 and has held it in 42 quarters since. The position peaked at $976K in Q1 2026. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- D.J. St. Germain held 6,177 shares of Novartis worth $968K as of Q2 2026.
- D.J. St. Germain sold 215 Novartis shares in Q2 2026, an estimated $32.2K.
- Novartis made up 0.03% of D.J. St. Germain's portfolio in Q2 2026, its #178 holding.
- D.J. St. Germain first reported a position in Novartis in Q4 2015 and has held it in 42 quarters since.
- D.J. St. Germain's Novartis position peaked at $976K in Q1 2026.
- 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.