Douglas Lane & Associates’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 | $22M | Sell |
140,152
-4,966
| -3% | -$744K | 0.3% | 99 |
|
|
2026
Q1 | $22.2M | Sell |
145,118
-5,911
| -4% | -$906K | 0.32% | 99 |
|
|
2025
Q4 | $20.8M | Sell |
151,029
-5,419
| -3% | -$710K | 0.29% | 103 |
|
|
2025
Q3 | $20.1M | Sell |
156,448
-8,823
| -5% | -$1.08M | 0.28% | 102 |
|
|
2025
Q2 | $20M | Sell |
165,271
-4,204
| -2% | -$474K | 0.29% | 101 |
|
|
2025
Q1 | $18.9M | Buy |
169,475
+11,501
| +7% | +$1.22M | 0.28% | 104 |
|
|
2024
Q4 | $15.4M | Sell |
157,974
-6,879
| -4% | -$734K | 0.22% | 109 |
|
|
2024
Q3 | $19M | Sell |
164,853
-12,449
| -7% | -$1.41M | 0.26% | 101 |
|
|
2024
Q2 | $18.9M | Sell |
177,302
-2,662
| -1% | -$267K | 0.27% | 100 |
|
|
2024
Q1 | $17.4M | Buy |
179,964
+5,253
| +3% | +$539K | 0.25% | 100 |
|
|
2023
Q4 | $17.6M | Sell |
174,711
-6,617
| -4% | -$639K | 0.27% | 102 |
|
|
2023
Q3 | $18.5M | Sell |
181,328
-13,609
| -7% | -$1.38M | 0.31% | 95 |
|
|
2023
Q2 | $19.7M | Sell |
194,937
-13,067
| -6% | -$1.31M | 0.32% | 95 |
|
|
2023
Q1 | $19.1M | Sell |
208,004
-12,352
| -6% | -$1.08M | 0.32% | 94 |
|
|
2022
Q4 | $20M | Sell |
220,356
-80,450
| -27% | -$6.78M | 0.33% | 93 |
|
|
2022
Q3 | $22.9M | Sell |
300,806
-24,900
| -8% | -$2.06M | 0.42% | 87 |
|
|
2022
Q2 | $27.5M | Sell |
325,706
-6,558
| -2% | -$575K | 0.47% | 83 |
|
|
2022
Q1 | $29.2M | Sell |
332,264
-46,825
| -12% | -$4.05M | 0.41% | 90 |
|
|
2021
Q4 | $33.2M | Sell |
379,089
-194,230
| -34% | -$16.1M | 0.44% | 83 |
|
|
2021
Q3 | $46.9M | Sell |
573,319
-79,248
| -12% | -$7.13M | 0.67% | 60 |
|
|
2021
Q2 | $59.5M | Sell |
652,567
-40,411
| -6% | -$3.6M | 0.83% | 46 |
|
|
2021
Q1 | $59.2M | Buy |
692,978
+59,424
| +9% | +$5.33M | 0.92% | 44 |
|
|
2020
Q4 | $59.8M | Buy |
633,554
+56,433
| +10% | +$4.93M | 1% | 43 |
|
|
2020
Q3 | $50.2M | Buy |
577,121
+162,375
| +39% | +$14.1M | 0.99% | 40 |
|
|
2020
Q2 | $36.2M | Buy |
414,746
+34,107
| +9% | +$2.94M | 0.78% | 48 |
|
|
2020
Q1 | $31.4M | Buy |
380,639
+24,914
| +7% | +$2.22M | 0.83% | 49 |
|
|
2019
Q4 | $33.7M | Buy |
355,725
+14,503
| +4% | +$1.3M | 0.63% | 64 |
|
|
2019
Q3 | $29.7M | Sell |
341,222
-1,981
| -0.6% | -$178K | 0.59% | 65 |
|
|
2019
Q2 | $31.3M | Sell |
343,203
-26,854
| -7% | -$2.27M | 0.61% | 63 |
|
|
2019
Q1 | $31.9M | Buy |
370,057
+811
| +0.2% | +$65.1K | 0.66% | 64 |
|
|
2018
Q4 | $28.4M | Sell |
369,246
-5,833
| -2% | -$454K | 0.67% | 63 |
|
|
2018
Q3 | $29M | Sell |
375,079
-3,810
| -1% | -$282K | 0.57% | 70 |
|
|
2018
Q2 | $25.6M | Sell |
378,889
-33,367
| -8% | -$2.3M | 0.54% | 71 |
|
|
2018
Q1 | $29.9M | Sell |
412,256
-8,642
| -2% | -$658K | 0.65% | 68 |
|
|
2017
Q4 | $31.7M | Sell |
420,898
-12,609
| -3% | -$951K | 0.67% | 65 |
|
|
2017
Q3 | $33.3M | Sell |
433,507
-46,572
| -10% | -$3.52M | 0.77% | 59 |
|
|
2017
Q2 | $35.9M | Sell |
480,079
-19,982
| -4% | -$1.42M | 0.85% | 56 |
|
|
2017
Q1 | $33.3M | Buy |
500,061
+16,925
| +4% | +$1.13M | 0.83% | 53 |
|
|
2016
Q4 | $31.5M | Sell |
483,136
-42,098
| -8% | -$2.73M | 0.8% | 52 |
|
|
2016
Q3 | $37.2M | Sell |
525,234
-7,135
| -1% | -$520K | 0.99% | 42 |
|
|
2016
Q2 | $39.4M | Sell |
532,369
-29,544
| -5% | -$2.04M | 1.13% | 30 |
|
|
2016
Q1 | $36.5M | Buy |
+561,913
| New | +$38.2M | 1% | 36 |
|
Other funds holding NVS
Douglas Lane & Associates's NVS Position: Q2 2026 in Review
Douglas Lane & Associates reduced its Novartis (NVS) stake by 3.4% in Q2 2026, selling an estimated $744K and leaving 140,152 shares worth $22M. The position accounts for 0.3% of the portfolio, ranked #99.
Douglas Lane & Associates first reported a position in NVS in Q1 2016 and has held it in 42 quarters since. The position peaked at $59.8M in Q4 2020. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- Douglas Lane & Associates held 140,152 shares of Novartis worth $22M as of Q2 2026.
- Douglas Lane & Associates sold 4,966 Novartis shares in Q2 2026, an estimated $744K.
- Novartis made up 0.3% of Douglas Lane & Associates's portfolio in Q2 2026, its #99 holding.
- Douglas Lane & Associates first reported a position in Novartis in Q1 2016 and has held it in 42 quarters since.
- Douglas Lane & Associates's Novartis position peaked at $59.8M in Q4 2020.
- 1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on Douglas Lane & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.