Edmond de Rothschild Holding’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 | $125K | Hold |
800
| – | – | ﹤0.01% | 470 |
|
|
2026
Q1 | $122K | Hold |
800
| – | – | ﹤0.01% | 401 |
|
|
2025
Q4 | $110K | Hold |
800
| – | – | ﹤0.01% | 421 |
|
|
2025
Q3 | $103K | Hold |
800
| – | – | ﹤0.01% | 427 |
|
|
2025
Q2 | $96.8K | Hold |
800
| – | – | ﹤0.01% | 419 |
|
|
2025
Q1 | $89.2K | Hold |
800
| – | – | ﹤0.01% | 423 |
|
|
2024
Q4 | $77.8K | Hold |
800
| – | – | ﹤0.01% | 465 |
|
|
2024
Q3 | $92K | Hold |
800
| – | – | ﹤0.01% | 477 |
|
|
2024
Q2 | $85.2K | Hold |
800
| – | – | ﹤0.01% | 516 |
|
|
2024
Q1 | $77.4K | Hold |
800
| – | – | ﹤0.01% | 540 |
|
|
2023
Q4 | $80.8K | Hold |
800
| – | – | ﹤0.01% | 528 |
|
|
2023
Q3 | $81.5K | Hold |
800
| – | – | ﹤0.01% | 515 |
|
|
2023
Q2 | $80.7K | Hold |
800
| – | – | ﹤0.01% | 533 |
|
|
2023
Q1 | $73.6K | Sell |
800
-942
| -54% | -$82.3K | ﹤0.01% | 553 |
|
|
2022
Q4 | $158K | Sell |
1,742
-586
| -25% | -$49.4K | ﹤0.01% | 499 |
|
|
2022
Q3 | $177K | Sell |
2,328
-97
| -4% | -$8.04K | ﹤0.01% | 483 |
|
|
2022
Q2 | $205K | Sell |
2,425
-688
| -22% | -$60.4K | 0.01% | 479 |
|
|
2022
Q1 | $273K | Buy |
3,113
+296
| +11% | +$25.6K | 0.01% | 456 |
|
|
2021
Q4 | $246K | Buy |
2,817
+831
| +42% | +$69K | 0.01% | 508 |
|
|
2021
Q3 | $162K | Buy |
1,986
+1,186
| +148% | +$107K | ﹤0.01% | 569 |
|
|
2021
Q2 | $73K | Hold |
800
| – | – | ﹤0.01% | 646 |
|
|
2021
Q1 | $68K | Hold |
800
| – | – | ﹤0.01% | 599 |
|
|
2020
Q4 | $76K | Hold |
800
| – | – | ﹤0.01% | 535 |
|
|
2020
Q3 | $70K | Sell |
800
-350
| -30% | -$30.3K | ﹤0.01% | 495 |
|
|
2020
Q2 | $101K | Hold |
1,150
| – | – | ﹤0.01% | 438 |
|
|
2020
Q1 | $95K | Hold |
1,150
| – | – | 0.01% | 399 |
|
|
2019
Q4 | $109K | Buy |
1,150
+350
| +44% | +$31.4K | ﹤0.01% | 414 |
|
|
2019
Q3 | $70K | Hold |
800
| – | – | ﹤0.01% | 444 |
|
|
2019
Q2 | $73K | Sell |
800
-93
| -10% | -$7.87K | ﹤0.01% | 441 |
|
|
2019
Q1 | $77K | Hold |
893
| – | – | ﹤0.01% | 453 |
|
|
2018
Q4 | $69K | Sell |
893
-402
| -31% | -$31.3K | ﹤0.01% | 497 |
|
|
2018
Q3 | $100K | Hold |
1,295
| – | – | ﹤0.01% | 544 |
|
|
2018
Q2 | $88K | Hold |
1,295
| – | – | ﹤0.01% | 556 |
|
|
2018
Q1 | $94K | Hold |
1,295
| – | – | ﹤0.01% | 567 |
|
|
2017
Q4 | $97K | Sell |
1,295
-1,116
| -46% | -$84.2K | ﹤0.01% | 582 |
|
|
2017
Q3 | $184K | Buy |
2,411
+1,116
| +86% | +$84.3K | 0.01% | 516 |
|
|
2017
Q2 | $97K | Hold |
1,295
| – | – | ﹤0.01% | 563 |
|
|
2017
Q1 | $86K | Buy |
1,295
+402
| +45% | +$26.8K | ﹤0.01% | 577 |
|
|
2016
Q4 | $58K | Buy |
+893
| New | +$57.9K | ﹤0.01% | 631 |
|
Other funds holding NVS
Edmond de Rothschild Holding's NVS Position: Q2 2026 in Review
Edmond de Rothschild Holding held its Novartis (NVS) position steady in Q2 2026 at 800 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #470.
Edmond de Rothschild Holding first reported a position in NVS in Q4 2016 and has held it in 39 quarters since. The position peaked at $273K in Q1 2022. 1,612 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- Edmond de Rothschild Holding held 800 shares of Novartis worth $125K as of Q2 2026.
- Edmond de Rothschild Holding left its Novartis share count unchanged in Q2 2026.
- Novartis made up ﹤0.01% of Edmond de Rothschild Holding's portfolio in Q2 2026, its #470 holding.
- Edmond de Rothschild Holding first reported a position in Novartis in Q4 2016 and has held it in 39 quarters since.
- Edmond de Rothschild Holding's Novartis position peaked at $273K in Q1 2022.
- 1,612 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.