Edgemoor Investment 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 | $16.6M | Buy |
108,581
+251
| +0.2% | +$38.5K | 1.31% | 23 |
|
|
2025
Q4 | $14.9M | Sell |
108,330
-710
| -0.7% | -$93K | 1.16% | 23 |
|
|
2025
Q3 | $14M | Sell |
109,040
-1,699
| -2% | -$207K | 1.08% | 25 |
|
|
2025
Q2 | $13.4M | Sell |
110,739
-1,595
| -1% | -$180K | 1.16% | 23 |
|
|
2025
Q1 | $12.5M | Sell |
112,334
-7,349
| -6% | -$782K | 1.15% | 23 |
|
|
2024
Q4 | $11.6M | Sell |
119,683
-6,761
| -5% | -$721K | 1.03% | 25 |
|
|
2024
Q3 | $14.5M | Sell |
126,444
-3,525
| -3% | -$400K | 1.26% | 21 |
|
|
2024
Q2 | $13.8M | Sell |
129,969
-3,908
| -3% | -$392K | 1.29% | 20 |
|
|
2024
Q1 | $13M | Sell |
133,877
-1,329
| -1% | -$136K | 1.22% | 21 |
|
|
2023
Q4 | $13.7M | Sell |
135,206
-1,833
| -1% | -$177K | 1.43% | 19 |
|
|
2023
Q3 | $14M | Sell |
137,039
-1,853
| -1% | -$188K | 1.65% | 16 |
|
|
2023
Q2 | $14M | Sell |
138,892
-1,793
| -1% | -$179K | 1.58% | 15 |
|
|
2023
Q1 | $12.9M | Sell |
140,685
-461
| -0.3% | -$40.3K | 1.57% | 14 |
|
|
2022
Q4 | $12.8M | Sell |
141,146
-355
| -0.3% | -$29.9K | 1.6% | 18 |
|
|
2022
Q3 | $10.8M | Sell |
141,501
-1,910
| -1% | -$158K | 1.43% | 19 |
|
|
2022
Q2 | $12.1M | Sell |
143,411
-3,806
| -3% | -$334K | 1.53% | 18 |
|
|
2022
Q1 | $12.9M | Sell |
147,217
-3,183
| -2% | -$276K | 1.36% | 19 |
|
|
2021
Q4 | $13.2M | Sell |
150,400
-2,433
| -2% | -$202K | 1.35% | 19 |
|
|
2021
Q3 | $12.5M | Sell |
152,833
-36,800
| -19% | -$3.31M | 1.42% | 18 |
|
|
2021
Q2 | $17.3M | Sell |
189,633
-552
| -0.3% | -$49.2K | 1.61% | 18 |
|
|
2021
Q1 | $16.3M | Buy |
190,185
+1,070
| +0.6% | +$96K | 1.63% | 17 |
|
|
2020
Q4 | $17.9M | Buy |
189,115
+76
| +0% | +$6.64K | 2% | 14 |
|
|
2020
Q3 | $16.4M | Sell |
189,039
-2,897
| -2% | -$251K | 2.03% | 12 |
|
|
2020
Q2 | $16.8M | Buy |
191,936
+3,802
| +2% | +$328K | 2.25% | 12 |
|
|
2020
Q1 | $15.5M | Sell |
188,134
-4,940
| -3% | -$441K | 2.53% | 9 |
|
|
2019
Q4 | $18.3M | Sell |
193,074
-6
| -0% | -$538 | 2.09% | 10 |
|
|
2019
Q3 | $16.8M | Sell |
193,080
-8,354
| -4% | -$750K | 2.07% | 12 |
|
|
2019
Q2 | $18.4M | Sell |
201,434
-23,633
| -11% | -$2M | 2.32% | 8 |
|
|
2019
Q1 | $19.4M | Sell |
225,067
-368
| -0.2% | -$29.5K | 2.55% | 7 |
|
|
2018
Q4 | $17.3M | Sell |
225,435
-1,446
| -0.6% | -$113K | 2.59% | 8 |
|
|
2018
Q3 | $17.5M | Sell |
226,881
-693
| -0.3% | -$51.2K | 2.17% | 10 |
|
|
2018
Q2 | $15.4M | Sell |
227,574
-2,146
| -0.9% | -$148K | 2.06% | 12 |
|
|
2018
Q1 | $16.6M | Sell |
229,720
-172
| -0.1% | -$13.1K | 2.22% | 11 |
|
|
2017
Q4 | $17.9M | Sell |
229,892
-2,330
| -1% | -$176K | 2.26% | 13 |
|
|
2017
Q3 | $17.9M | Sell |
232,222
-1,968
| -0.8% | -$149K | 2.42% | 9 |
|
|
2017
Q2 | $17.5M | Buy |
234,190
+4,081
| +2% | +$289K | 2.39% | 9 |
|
|
2017
Q1 | $15.3M | Sell |
230,109
-4,397
| -2% | -$293K | 2.18% | 10 |
|
|
2016
Q4 | $15.3M | Sell |
234,506
-4,952
| -2% | -$321K | 2.33% | 9 |
|
|
2016
Q3 | $16.9M | Sell |
239,458
-1,485
| -0.6% | -$108K | 2.61% | 6 |
|
|
2016
Q2 | $17.8M | Sell |
240,943
-5,123
| -2% | -$354K | 2.81% | 7 |
|
|
2016
Q1 | $16M | Sell |
246,066
-6,518
| -3% | -$443K | 2.49% | 8 |
|
|
2015
Q4 | $19.5M | Sell |
252,584
-3,130
| -1% | -$249K | 2.92% | 6 |
|
|
2015
Q3 | $21.1M | Sell |
255,714
-2,883
| -1% | -$257K | 3.2% | 3 |
|
|
2015
Q2 | $22.8M | Sell |
258,597
-4,766
| -2% | -$437K | 3.32% | 3 |
|
|
2015
Q1 | $23.3M | Sell |
263,363
-1,925
| -0.7% | -$171K | 3.3% | 3 |
|
|
2014
Q4 | $22M | Sell |
265,288
-2,584
| -1% | -$214K | 3.24% | 3 |
|
|
2014
Q3 | $22.6M | Sell |
267,872
-3,782
| -1% | -$306K | 3.32% | 2 |
|
|
2014
Q2 | $22M | Sell |
271,654
-10,142
| -4% | -$798K | 3.24% | 2 |
|
|
2014
Q1 | $21.5M | Buy |
281,796
+1,568
| +0.6% | +$114K | 3.39% | 2 |
|
|
2013
Q4 | $20.2M | Sell |
280,228
-1,944
| -0.7% | -$135K | 3.2% | 3 |
|
|
2013
Q3 | $19.4M | Sell |
282,172
-2,400
| -0.8% | -$159K | 3.38% | 3 |
|
|
2013
Q2 | $18M | Buy |
+284,572
| New | +$18.5M | 3.2% | 2 |
|
Other funds holding NVS
Edgemoor Investment Advisors's NVS Position: Q1 2026 in Review
Edgemoor Investment Advisors increased its Novartis (NVS) stake by 0.23% in Q1 2026, buying an estimated $38.5K and bringing the position to 108,581 shares worth $16.6M. The position accounts for 1.31% of the portfolio, ranked #23.
Edgemoor Investment Advisors first reported a position in NVS in Q2 2013 and has held it in 52 quarters since. The position peaked at $23.3M in Q1 2015. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- Edgemoor Investment Advisors held 108,581 shares of Novartis worth $16.6M as of Q1 2026.
- Edgemoor Investment Advisors bought 251 Novartis shares in Q1 2026, an estimated $38.5K.
- Novartis made up 1.31% of Edgemoor Investment Advisors's portfolio in Q1 2026, its #23 holding.
- Edgemoor Investment Advisors first reported a position in Novartis in Q2 2013 and has held it in 52 quarters since.
- Edgemoor Investment Advisors's Novartis position peaked at $23.3M in Q1 2015.
- 1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.