Essex Financial Services’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 | $1.39M | Buy |
9,073
+152
| +2% | +$23.3K | 0.08% | 213 |
|
|
2025
Q4 | $1.23M | Buy |
8,921
+3
| +0% | +$393 | 0.07% | 235 |
|
|
2025
Q3 | $1.14M | Buy |
8,918
+1,337
| +18% | +$163K | 0.07% | 239 |
|
|
2025
Q2 | $917K | Buy |
7,581
+373
| +5% | +$42K | 0.06% | 274 |
|
|
2025
Q1 | $804K | Buy |
7,208
+171
| +2% | +$18.2K | 0.06% | 281 |
|
|
2024
Q4 | $685K | Buy |
7,037
+17
| +0.2% | +$1.81K | 0.05% | 312 |
|
|
2024
Q3 | $803K | Sell |
7,020
-1,381
| -16% | -$157K | 0.06% | 287 |
|
|
2024
Q2 | $933K | Buy |
8,401
+2,154
| +34% | +$216K | 0.07% | 249 |
|
|
2024
Q1 | $604K | Sell |
6,247
-159
| -2% | -$16.3K | 0.06% | 290 |
|
|
2023
Q4 | $647K | Sell |
6,406
-175
| -3% | -$16.9K | 0.07% | 255 |
|
|
2023
Q3 | $670K | Sell |
6,581
-175
| -3% | -$17.8K | 0.08% | 234 |
|
|
2023
Q2 | $682K | Sell |
6,756
-741
| -10% | -$74.1K | 0.08% | 234 |
|
|
2023
Q1 | $690K | Buy |
7,497
+92
| +1% | +$8.04K | 0.07% | 241 |
|
|
2022
Q4 | $671K | Buy |
7,405
+1
| +0% | +$84 | 0.07% | 231 |
|
|
2022
Q3 | $563K | Sell |
7,404
-415
| -5% | -$34.4K | 0.07% | 236 |
|
|
2022
Q2 | $661K | Sell |
7,819
-273
| -3% | -$24K | 0.07% | 234 |
|
|
2022
Q1 | $710K | Sell |
8,092
-212
| -3% | -$18.4K | 0.07% | 237 |
|
|
2021
Q4 | $726K | Buy |
8,304
+481
| +6% | +$39.9K | 0.07% | 240 |
|
|
2021
Q3 | $640K | Buy |
7,823
+1,079
| +16% | +$97.1K | 0.07% | 243 |
|
|
2021
Q2 | $576K | Hold |
6,744
| – | – | 0.08% | 222 |
|
|
2021
Q1 | $576K | Sell |
6,744
-854
| -11% | -$76.6K | 0.1% | 186 |
|
|
2020
Q4 | $717K | Buy |
7,598
+1,942
| +34% | +$170K | 0.14% | 147 |
|
|
2020
Q3 | $492K | Buy |
5,656
+913
| +19% | +$79.1K | 0.12% | 164 |
|
|
2020
Q2 | $414K | Sell |
4,743
-433
| -8% | -$37.4K | 0.13% | 152 |
|
|
2020
Q1 | $427K | Sell |
5,176
-3,081
| -37% | -$275K | 0.15% | 141 |
|
|
2019
Q4 | $782K | Sell |
8,257
-78
| -0.9% | -$7K | 0.22% | 109 |
|
|
2019
Q3 | $724K | Buy |
8,335
+33
| +0.4% | +$2.96K | 0.23% | 99 |
|
|
2019
Q2 | $758K | Sell |
8,302
-1,289
| -13% | -$109K | 0.22% | 97 |
|
|
2019
Q1 | $826K | Sell |
9,591
-17
| -0.2% | -$1.36K | 0.25% | 89 |
|
|
2018
Q4 | $739K | Sell |
9,608
-65
| -0.7% | -$5.06K | 0.23% | 93 |
|
|
2018
Q3 | $747K | Buy |
9,673
+326
| +3% | +$24.1K | 0.16% | 121 |
|
|
2018
Q2 | $633K | Sell |
9,347
-558
| -6% | -$38.5K | 0.15% | 134 |
|
|
2018
Q1 | $718K | Buy |
9,905
+220
| +2% | +$16.7K | 0.14% | 158 |
|
|
2017
Q4 | $729K | Sell |
9,685
-637
| -6% | -$48.1K | 0.17% | 118 |
|
|
2017
Q3 | $794K | Buy |
10,322
+34
| +0.3% | +$2.57K | 0.19% | 108 |
|
|
2017
Q2 | $770K | Sell |
10,288
-185
| -2% | -$13.1K | 0.16% | 136 |
|
|
2017
Q1 | $697K | Sell |
10,473
-770
| -7% | -$51.3K | 0.16% | 140 |
|
|
2016
Q4 | $734K | Buy |
11,243
+56
| +0.5% | +$3.63K | 0.16% | 134 |
|
|
2016
Q3 | $791K | Sell |
11,187
-675
| -6% | -$49.2K | 0.19% | 124 |
|
|
2016
Q2 | $877K | Sell |
11,862
-1,986
| -14% | -$137K | 0.21% | 108 |
|
|
2016
Q1 | $899K | Sell |
13,848
-975
| -7% | -$66.3K | 0.22% | 108 |
|
|
2015
Q4 | $1.14M | Sell |
14,823
-1,001
| -6% | -$79.5K | 0.27% | 87 |
|
|
2015
Q3 | $1.3M | Buy |
15,824
+33
| +0.2% | +$2.94K | 0.34% | 77 |
|
|
2015
Q2 | $1.39M | Sell |
15,791
-597
| -4% | -$54.8K | 0.36% | 72 |
|
|
2015
Q1 | $1.45M | Buy |
16,388
+267
| +2% | +$23.7K | 0.37% | 68 |
|
|
2014
Q4 | $1.34M | Sell |
16,121
-208
| -1% | -$17.2K | 0.35% | 73 |
|
|
2014
Q3 | $1.38M | Hold |
16,329
| – | – | 0.41% | 60 |
|
|
2014
Q2 | $1.32M | Sell |
16,329
-33
| -0.2% | -$2.6K | 0.4% | 63 |
|
|
2014
Q1 | $1.25M | Buy |
16,362
+413
| +3% | +$30.1K | 0.41% | 60 |
|
|
2013
Q4 | $1.15M | Sell |
15,949
-675
| -4% | -$46.9K | 0.39% | 64 |
|
|
2013
Q3 | $1.14K | Sell |
16,624
-1,257
| -7% | -$83.2K | 0.36% | 56 |
|
|
2013
Q2 | $1.13M | Buy |
+17,881
| New | +$1.16M | 0.4% | 59 |
|
Other funds holding NVS
Essex Financial Services's NVS Position: Q1 2026 in Review
Essex Financial Services increased its Novartis (NVS) stake by 1.7% in Q1 2026, buying an estimated $23.3K and bringing the position to 9,073 shares worth $1.39M. The position accounts for 0.08% of the portfolio, ranked #213.
Essex Financial Services first reported a position in NVS in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.45M in Q1 2015. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- Essex Financial Services held 9,073 shares of Novartis worth $1.39M as of Q1 2026.
- Essex Financial Services bought 152 Novartis shares in Q1 2026, an estimated $23.3K.
- Novartis made up 0.08% of Essex Financial Services's portfolio in Q1 2026, its #213 holding.
- Essex Financial Services first reported a position in Novartis in Q2 2013 and has held it in 52 quarters since.
- Essex Financial Services's Novartis position peaked at $1.45M in Q1 2015.
- 1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.