EP Wealth 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 | $5.67M | Buy |
37,111
+20,134
| +119% | +$3.09M | 0.03% | 289 |
|
|
2025
Q4 | $2.34M | Buy |
+16,977
| New | +$2.22M | 0.01% | 409 |
|
|
2025
Q2 | $1.52M | Buy |
12,550
+1,191
| +10% | +$134K | 0.01% | 473 |
|
|
2025
Q1 | $1.27M | Sell |
11,359
-641
| -5% | -$68.2K | 0.01% | 446 |
|
|
2024
Q4 | $1.17M | Sell |
12,000
-1,630
| -12% | -$174K | 0.01% | 458 |
|
|
2024
Q3 | $1.57M | Buy |
13,630
+1,837
| +16% | +$208K | 0.01% | 404 |
|
|
2024
Q2 | $1.26M | Sell |
11,793
-1,311
| -10% | -$132K | 0.01% | 350 |
|
|
2024
Q1 | $1.27M | Buy |
13,104
+2,052
| +19% | +$210K | 0.01% | 341 |
|
|
2023
Q4 | $1.12M | Sell |
11,052
-1,196
| -10% | -$115K | 0.01% | 350 |
|
|
2023
Q3 | $1.25M | Sell |
12,248
-16,000
| -57% | -$1.62M | 0.02% | 295 |
|
|
2023
Q2 | $795K | Buy |
28,248
+8,988
| +47% | +$899K | 0.01% | 369 |
|
|
2023
Q1 | $3.07M | Buy |
19,260
+14,185
| +280% | +$1.24M | 0.05% | 186 |
|
|
2022
Q4 | $460K | Buy |
+5,075
| New | +$427K | 0.01% | 394 |
|
|
2022
Q3 | – | Sell |
-10,800
| Closed | -$913K | – | 533 |
|
|
2022
Q2 | $913K | Buy |
10,800
+2,631
| +32% | +$231K | 0.02% | 271 |
|
|
2022
Q1 | $717K | Sell |
8,169
-315
| -4% | -$27.3K | 0.02% | 310 |
|
|
2021
Q4 | $742K | Buy |
8,484
+406
| +5% | +$33.7K | 0.02% | 294 |
|
|
2021
Q3 | $661K | Buy |
8,078
+790
| +11% | +$71.1K | 0.02% | 291 |
|
|
2021
Q2 | $665K | Buy |
7,288
+826
| +13% | +$73.6K | 0.02% | 291 |
|
|
2021
Q1 | $552K | Buy |
6,462
+34
| +0.5% | +$3.05K | 0.02% | 304 |
|
|
2020
Q4 | $607K | Sell |
6,428
-1,043
| -14% | -$91.1K | 0.02% | 238 |
|
|
2020
Q3 | $650K | Buy |
7,471
+921
| +14% | +$79.8K | 0.03% | 203 |
|
|
2020
Q2 | $572K | Sell |
6,550
-1,399
| -18% | -$121K | 0.02% | 231 |
|
|
2020
Q1 | $655K | Buy |
7,949
+202
| +3% | +$18K | 0.03% | 224 |
|
|
2019
Q4 | $734K | Sell |
7,747
-191
| -2% | -$17.1K | 0.03% | 225 |
|
|
2019
Q3 | $690K | Buy |
7,938
+1,912
| +32% | +$172K | 0.03% | 200 |
|
|
2019
Q2 | $550K | Buy |
6,026
+3,305
| +121% | +$280K | 0.03% | 186 |
|
|
2019
Q1 | $234K | Buy |
2,721
+26
| +1% | +$2.09K | 0.02% | 219 |
|
|
2018
Q4 | $207K | Buy |
+2,695
| New | +$210K | 0.02% | 246 |
|
|
2016
Q2 | – | Sell |
-145,904
| Closed | -$9.47M | – | 139 |
|
|
2016
Q1 | $9.47M | Sell |
145,904
-9,092
| -6% | -$619K | 1.45% | 25 |
|
|
2015
Q4 | $11.9M | Buy |
154,996
+1,655
| +1% | +$131K | 2.01% | 14 |
|
|
2015
Q3 | $12.6M | Sell |
153,341
-698
| -0.5% | -$62.1K | 2.41% | 11 |
|
|
2015
Q2 | $13.6M | Buy |
154,039
+2,789
| +2% | +$256K | 2.54% | 12 |
|
|
2015
Q1 | $13.4M | Sell |
151,250
-1,473
| -1% | -$131K | 2.51% | 11 |
|
|
2014
Q4 | $12.7M | Sell |
152,723
-60
| -0% | -$4.97K | 2.09% | 14 |
|
|
2014
Q3 | $12.9M | Buy |
152,783
+5,975
| +4% | +$483K | 2.09% | 13 |
|
|
2014
Q2 | $11.9M | Buy |
146,808
+3,194
| +2% | +$251K | 2.77% | 12 |
|
|
2014
Q1 | $10.9M | Buy |
143,614
+3,046
| +2% | +$222K | 2.99% | 12 |
|
|
2013
Q4 | $10.1M | Buy |
140,568
+4,105
| +3% | +$285K | 2.63% | 12 |
|
|
2013
Q3 | $9.38M | Buy |
136,463
+5,528
| +4% | +$366K | 2.95% | 13 |
|
|
2013
Q2 | $8.3M | Buy |
+130,935
| New | +$8.52M | 2.99% | 15 |
|
Other funds holding NVS
EP Wealth Advisors's NVS Position: Q1 2026 in Review
EP Wealth Advisors increased its Novartis (NVS) stake by 119% in Q1 2026, buying an estimated $3.09M and bringing the position to 37,111 shares worth $5.67M. The position accounts for 0.03% of the portfolio, ranked #289.
EP Wealth Advisors first reported a position in NVS in Q2 2013 and has held it in 40 quarters since. The position peaked at $13.6M in Q2 2015. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- EP Wealth Advisors held 37,111 shares of Novartis worth $5.67M as of Q1 2026.
- EP Wealth Advisors bought 20,134 Novartis shares in Q1 2026, an estimated $3.09M.
- Novartis made up 0.03% of EP Wealth Advisors's portfolio in Q1 2026, its #289 holding.
- EP Wealth Advisors first reported a position in Novartis in Q2 2013 and has held it in 40 quarters since.
- EP Wealth Advisors's Novartis position peaked at $13.6M in Q2 2015.
- 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.