Dimensional Fund Advisors’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 | $1.24B | Sell |
8,110,116
-414,278
| -5% | -$63.5M | 0.26% | 46 |
|
|
2025
Q4 | $1.18B | Sell |
8,524,394
-316,292
| -4% | -$41.4M | 0.25% | 43 |
|
|
2025
Q3 | $1.13B | Sell |
8,840,686
-220,209
| -2% | -$26.9M | 0.24% | 45 |
|
|
2025
Q2 | $1.1B | Buy |
9,060,895
+454,171
| +5% | +$51.2M | 0.25% | 45 |
|
|
2025
Q1 | $960M | Buy |
8,606,724
+422,869
| +5% | +$45M | 0.24% | 51 |
|
|
2024
Q4 | $796M | Buy |
8,183,855
+90,823
| +1% | +$9.69M | 0.19% | 59 |
|
|
2024
Q3 | $931M | Buy |
8,093,032
+685,340
| +9% | +$77.8M | 0.23% | 49 |
|
|
2024
Q2 | $789M | Buy |
7,407,692
+1,389,610
| +23% | +$139M | 0.21% | 57 |
|
|
2024
Q1 | $582M | Sell |
6,018,082
-60,093
| -1% | -$6.16M | 0.16% | 89 |
|
|
2023
Q4 | $614M | Sell |
6,078,175
-195,711
| -3% | -$18.9M | 0.18% | 73 |
|
|
2023
Q3 | $639M | Buy |
6,273,886
+16,543
| +0.3% | +$1.68M | 0.21% | 59 |
|
|
2023
Q2 | $631M | Buy |
6,257,343
+83,672
| +1% | +$8.37M | 0.2% | 63 |
|
|
2023
Q1 | $568M | Buy |
6,173,671
+180,186
| +3% | +$15.7M | 0.19% | 67 |
|
|
2022
Q4 | $544K | Sell |
5,993,485
-509,706
| -8% | -$42.9M | 0.16% | 78 |
|
|
2022
Q3 | $494M | Buy |
6,503,191
+465,677
| +8% | +$38.6M | 0.19% | 67 |
|
|
2022
Q2 | $510M | Buy |
6,037,514
+1,680,152
| +39% | +$147M | 0.18% | 79 |
|
|
2022
Q1 | $382M | Buy |
4,357,362
+487,226
| +13% | +$42.2M | 0.12% | 142 |
|
|
2021
Q4 | $339M | Buy |
3,870,136
+1,003,235
| +35% | +$83.3M | 0.1% | 169 |
|
|
2021
Q3 | $234M | Buy |
2,866,901
+40,495
| +1% | +$3.64M | 0.08% | 267 |
|
|
2021
Q2 | $258M | Buy |
2,826,406
+46,445
| +2% | +$4.14M | 0.08% | 237 |
|
|
2021
Q1 | $238M | Sell |
2,779,961
-16,350
| -0.6% | -$1.47M | 0.08% | 264 |
|
|
2020
Q4 | $264M | Buy |
2,796,311
+64,713
| +2% | +$5.65M | 0.1% | 168 |
|
|
2020
Q3 | $238M | Buy |
2,731,598
+340,874
| +14% | +$29.5M | 0.1% | 152 |
|
|
2020
Q2 | $209M | Buy |
2,390,724
+87,638
| +4% | +$7.56M | 0.09% | 170 |
|
|
2020
Q1 | $190M | Buy |
2,303,086
+121,933
| +6% | +$10.9M | 0.1% | 148 |
|
|
2019
Q4 | $207M | Buy |
2,181,153
+5,494
| +0.3% | +$493K | 0.08% | 242 |
|
|
2019
Q3 | $189M | Buy |
2,175,659
+8,437
| +0.4% | +$758K | 0.07% | 245 |
|
|
2019
Q2 | $198M | Sell |
2,167,222
-376,533
| -15% | -$31.9M | 0.08% | 227 |
|
|
2019
Q1 | $219M | Sell |
2,543,755
-11,246
| -0.4% | -$903K | 0.09% | 181 |
|
|
2018
Q4 | $196M | Buy |
2,555,001
+17,726
| +0.7% | +$1.38M | 0.09% | 180 |
|
|
2018
Q3 | $196M | Sell |
2,537,275
-32,366
| -1% | -$2.39M | 0.07% | 243 |
|
|
2018
Q2 | $174M | Buy |
2,569,641
+234,804
| +10% | +$16.2M | 0.07% | 281 |
|
|
2018
Q1 | $169M | Buy |
2,334,837
+243,289
| +12% | +$18.5M | 0.07% | 286 |
|
|
2017
Q4 | $157M | Buy |
2,091,548
+185,234
| +10% | +$14M | 0.07% | 327 |
|
|
2017
Q3 | $147M | Sell |
1,906,314
-147,337
| -7% | -$11.1M | 0.06% | 349 |
|
|
2017
Q2 | $154M | Buy |
2,053,651
+286,949
| +16% | +$20.3M | 0.07% | 279 |
|
|
2017
Q1 | $118M | Buy |
1,766,702
+418,976
| +31% | +$27.9M | 0.06% | 439 |
|
|
2016
Q4 | $88M | Sell |
1,347,726
-11,925
| -0.9% | -$774K | 0.04% | 583 |
|
|
2016
Q3 | $96.2M | Buy |
1,359,651
+5,826
| +0.4% | +$425K | 0.05% | 468 |
|
|
2016
Q2 | $100M | Buy |
1,353,825
+6,841
| +0.5% | +$473K | 0.06% | 400 |
|
|
2016
Q1 | $87.4M | Buy |
1,346,984
+32,590
| +2% | +$2.22M | 0.05% | 447 |
|
|
2015
Q4 | $101M | Buy |
1,314,394
+28,081
| +2% | +$2.23M | 0.06% | 352 |
|
|
2015
Q3 | $106M | Sell |
1,286,313
-2,582
| -0.2% | -$230K | 0.07% | 311 |
|
|
2015
Q2 | $114M | Sell |
1,288,895
-594,689
| -32% | -$54.6M | 0.07% | 311 |
|
|
2015
Q1 | $166M | Sell |
1,883,584
-403,687
| -18% | -$35.8M | 0.11% | 164 |
|
|
2014
Q4 | $190M | Sell |
2,287,271
-1,503
| -0.1% | -$125K | 0.12% | 121 |
|
|
2014
Q3 | $193M | Sell |
2,288,774
-9,228
| -0.4% | -$747K | 0.14% | 110 |
|
|
2014
Q2 | $186M | Sell |
2,298,002
-20,646
| -0.9% | -$1.62M | 0.13% | 117 |
|
|
2014
Q1 | $177M | Sell |
2,318,648
-109,206
| -4% | -$7.96M | 0.13% | 118 |
|
|
2013
Q4 | $175M | Buy |
2,427,854
+182,691
| +8% | +$12.7M | 0.14% | 110 |
|
|
2013
Q3 | $154M | Buy |
2,245,163
+1,897
| +0.1% | +$126K | 0.13% | 112 |
|
|
2013
Q2 | $142M | Buy |
+2,243,266
| New | +$146M | 0.13% | 120 |
|
Other funds holding NVS
