Evergreen Capital Management’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 | $7.29M | Buy |
47,699
+454
| +1% | +$69.6K | 0.16% | 140 |
|
|
2025
Q4 | $6.51M | Buy |
47,245
+19,155
| +68% | +$2.51M | 0.15% | 151 |
|
|
2025
Q3 | $3.6M | Buy |
28,090
+4,794
| +21% | +$585K | 0.09% | 210 |
|
|
2025
Q2 | $2.82M | Buy |
23,296
+5,578
| +31% | +$629K | 0.08% | 224 |
|
|
2025
Q1 | $2.04M | Buy |
17,718
+252
| +1% | +$26.8K | 0.07% | 251 |
|
|
2024
Q4 | $1.7M | Buy |
17,466
+2,855
| +20% | +$304K | 0.06% | 274 |
|
|
2024
Q3 | $1.68M | Buy |
14,611
+187
| +1% | +$21.2K | 0.06% | 275 |
|
|
2024
Q2 | $1.54M | Sell |
14,424
-268
| -2% | -$26.9K | 0.06% | 266 |
|
|
2024
Q1 | $1.47M | Buy |
14,692
+1,172
| +9% | +$120K | 0.06% | 260 |
|
|
2023
Q4 | $1.37M | Buy |
13,520
+56
| +0.4% | +$5.41K | 0.06% | 263 |
|
|
2023
Q3 | $1.37M | Buy |
13,464
+221
| +2% | +$22.4K | 0.06% | 251 |
|
|
2023
Q2 | $1.34M | Buy |
13,243
+1,535
| +13% | +$154K | 0.06% | 255 |
|
|
2023
Q1 | $1.08M | Sell |
11,708
-1,841
| -14% | -$161K | 0.05% | 274 |
|
|
2022
Q4 | $1.23M | Sell |
13,549
-1
| -0% | -$84 | 0.06% | 256 |
|
|
2022
Q3 | $1.03M | Buy |
13,550
+3,169
| +31% | +$263K | 0.05% | 258 |
|
|
2022
Q2 | $877K | Buy |
10,381
+1,328
| +15% | +$117K | 0.05% | 266 |
|
|
2022
Q1 | $794K | Buy |
9,053
+1,936
| +27% | +$168K | 0.03% | 311 |
|
|
2021
Q4 | $623K | Buy |
7,117
+1,184
| +20% | +$98.3K | 0.02% | 344 |
|
|
2021
Q3 | $485K | Buy |
5,933
+211
| +4% | +$19K | 0.02% | 356 |
|
|
2021
Q2 | $522K | Buy |
5,722
+1,373
| +32% | +$122K | 0.03% | 332 |
|
|
2021
Q1 | $372K | Sell |
4,349
-841
| -16% | -$75.5K | 0.02% | 353 |
|
|
2020
Q4 | $490K | Buy |
5,190
+730
| +16% | +$63.8K | 0.03% | 291 |
|
|
2020
Q3 | $388K | Buy |
4,460
+76
| +2% | +$6.58K | 0.03% | 293 |
|
|
2020
Q2 | $383K | Sell |
4,384
-2,449
| -36% | -$211K | 0.03% | 274 |
|
|
2020
Q1 | $563K | Sell |
6,833
-5,062
| -43% | -$452K | 0.05% | 209 |
|
|
2019
Q4 | $1.13M | Buy |
11,895
+322
| +3% | +$28.9K | 0.09% | 162 |
|
|
2019
Q3 | $1.01M | Buy |
11,573
+596
| +5% | +$53.5K | 0.09% | 162 |
|
|
2019
Q2 | $1M | Sell |
10,977
-171
| -2% | -$14.5K | 0.1% | 161 |
|
|
2019
Q1 | $960K | Buy |
11,148
+313
| +3% | +$25.1K | 0.1% | 158 |
|
|
2018
Q4 | $833K | Buy |
10,835
+312
| +3% | +$24.3K | 0.09% | 168 |
|
|
2018
Q3 | $812K | Buy |
10,523
+478
| +5% | +$35.3K | 0.07% | 180 |
|
|
2018
Q2 | $680K | Sell |
10,045
-11
| -0.1% | -$759 | 0.06% | 184 |
|
|
2018
Q1 | $729K | Buy |
+10,056
| New | +$766K | 0.07% | 172 |
|
Other funds holding NVS
Evergreen Capital Management's NVS Position: Q1 2026 in Review
Evergreen Capital Management increased its Novartis (NVS) stake by 0.96% in Q1 2026, buying an estimated $69.6K and bringing the position to 47,699 shares worth $7.29M. The position accounts for 0.16% of the portfolio, ranked #140.
Evergreen Capital Management first reported a position in NVS in Q1 2018 and has held it in 33 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- Evergreen Capital Management held 47,699 shares of Novartis worth $7.29M as of Q1 2026.
- Evergreen Capital Management bought 454 Novartis shares in Q1 2026, an estimated $69.6K.
- Novartis made up 0.16% of Evergreen Capital Management's portfolio in Q1 2026, its #140 holding.
- Evergreen Capital Management first reported a position in Novartis in Q1 2018 and has held it in 33 quarters since.
- 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.