First Trust 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
Q2 | $55.4M | Sell |
353,224
-13,335
| -4% | -$2M | 0.03% | 579 |
|
|
2026
Q1 | $56M | Sell |
366,559
-5,202
| -1% | -$797K | 0.04% | 535 |
|
|
2025
Q4 | $51.3M | Sell |
371,761
-83,242
| -18% | -$10.9M | 0.04% | 552 |
|
|
2025
Q3 | $58.3M | Buy |
455,003
+35,969
| +9% | +$4.39M | 0.04% | 508 |
|
|
2025
Q2 | $50.7M | Sell |
419,034
-35,429
| -8% | -$3.99M | 0.04% | 534 |
|
|
2025
Q1 | $50.7M | Sell |
454,463
-108,024
| -19% | -$11.5M | 0.04% | 532 |
|
|
2024
Q4 | $54.7M | Buy |
562,487
+49,752
| +10% | +$5.31M | 0.05% | 476 |
|
|
2024
Q3 | $59M | Buy |
512,735
+45,219
| +10% | +$5.13M | 0.06% | 432 |
|
|
2024
Q2 | $49.8M | Sell |
467,516
-161,731
| -26% | -$16.2M | 0.05% | 477 |
|
|
2024
Q1 | $60.9M | Sell |
629,247
-49,427
| -7% | -$5.07M | 0.06% | 414 |
|
|
2023
Q4 | $68.5M | Buy |
678,674
+7,870
| +1% | +$760K | 0.07% | 344 |
|
|
2023
Q3 | $68.3M | Sell |
670,804
-40,081
| -6% | -$4.07M | 0.08% | 329 |
|
|
2023
Q2 | $71.7M | Sell |
710,885
-95,432
| -12% | -$9.54M | 0.08% | 353 |
|
|
2023
Q1 | $74.2M | Buy |
806,317
+12,937
| +2% | +$1.13M | 0.09% | 340 |
|
|
2022
Q4 | $72M | Sell |
793,380
-88,494
| -10% | -$7.45M | 0.09% | 363 |
|
|
2022
Q3 | $67M | Buy |
881,874
+160,685
| +22% | +$13.3M | 0.09% | 340 |
|
|
2022
Q2 | $61M | Buy |
721,189
+9,893
| +1% | +$868K | 0.08% | 401 |
|
|
2022
Q1 | $62.4M | Buy |
711,296
+2,198
| +0.3% | +$190K | 0.06% | 444 |
|
|
2021
Q4 | $62M | Sell |
709,098
-3,184
| -0.4% | -$264K | 0.06% | 448 |
|
|
2021
Q3 | $58.3M | Buy |
712,282
+87,184
| +14% | +$7.84M | 0.06% | 423 |
|
|
2021
Q2 | $57M | Sell |
625,098
-45,660
| -7% | -$4.07M | 0.06% | 439 |
|
|
2021
Q1 | $57.3M | Buy |
670,758
+63,426
| +10% | +$5.69M | 0.07% | 410 |
|
|
2020
Q4 | $57.4M | Buy |
607,332
+22,184
| +4% | +$1.94M | 0.08% | 363 |
|
|
2020
Q3 | $50.9M | Buy |
585,148
+74,890
| +15% | +$6.49M | 0.08% | 362 |
|
|
2020
Q2 | $44.6M | Buy |
510,258
+34,565
| +7% | +$2.98M | 0.08% | 376 |
|
|
2020
Q1 | $39.2M | Sell |
475,693
-40,826
| -8% | -$3.64M | 0.09% | 370 |
|
|
2019
Q4 | $48.9M | Buy |
516,519
+18,559
| +4% | +$1.67M | 0.08% | 370 |
|
|
2019
Q3 | $43.3M | Buy |
497,960
+124,154
| +33% | +$11.1M | 0.08% | 354 |
|
|
2019
Q2 | $34.1M | Buy |
373,806
+366,968
| +5,367% | +$31.1M | 0.06% | 397 |
|
|
2019
Q1 | $589K | Sell |
6,838
-308,549
| -98% | -$24.8M | ﹤0.01% | 2073 |
|
|
2018
Q4 | $24.3M | Buy |
315,387
+6,865
| +2% | +$534K | 0.06% | 435 |
|
|
2018
Q3 | $23.8M | Sell |
308,522
-37,023
| -11% | -$2.74M | 0.04% | 546 |
|
|
2018
Q2 | $23.4M | Buy |
345,545
+53,142
| +18% | +$3.67M | 0.05% | 500 |
|
|
2018
Q1 | $21.2M | Sell |
292,403
-2,771
| -0.9% | -$211K | 0.05% | 528 |
|
|
2017
Q4 | $22.2M | Buy |
295,174
+35,790
| +14% | +$2.7M | 0.05% | 507 |
|
|
2017
Q3 | $20M | Sell |
259,384
-1,141
| -0.4% | -$86.2K | 0.05% | 522 |
|
|
2017
Q2 | $19.5M | Sell |
260,525
-9,371
| -3% | -$664K | 0.05% | 512 |
|
|
2017
Q1 | $18M | Buy |
269,896
+38,655
| +17% | +$2.58M | 0.05% | 546 |
|
|
2016
Q4 | $15.1M | Buy |
231,241
+53,798
| +30% | +$3.49M | 0.04% | 581 |
|
|
2016
Q3 | $12.6M | Buy |
177,443
+22,424
| +14% | +$1.63M | 0.04% | 641 |
|
|
2016
Q2 | $11.5M | Sell |
155,019
-19,632
| -11% | -$1.36M | 0.04% | 645 |
|
|
2016
Q1 | $11.3M | Sell |
174,651
-31,678
| -15% | -$2.16M | 0.04% | 610 |
|
|
2015
Q4 | $15.9M | Buy |
206,329
+24,798
| +14% | +$1.97M | 0.04% | 498 |
|
|
2015
Q3 | $15M | Buy |
181,531
+25,035
| +16% | +$2.23M | 0.04% | 482 |
|
|
2015
Q2 | $13.8M | Buy |
156,496
+67,667
| +76% | +$6.21M | 0.04% | 617 |
|
|
2015
Q1 | $7.85M | Buy |
88,829
+79
| +0.1% | +$7.01K | 0.02% | 841 |
|
|
2014
Q4 | $7.37M | Buy |
88,750
+14,421
| +19% | +$1.2M | 0.02% | 860 |
|
|
2014
Q3 | $6.27M | Buy |
74,329
+5,639
| +8% | +$456K | 0.02% | 915 |
|
|
2014
Q2 | $5.57M | Sell |
68,690
-4,254
| -6% | -$335K | 0.02% | 941 |
|
|
2014
Q1 | $5.56M | Sell |
72,944
-1,249
| -2% | -$91K | 0.02% | 921 |
|
|
2013
Q4 | $5.34M | Sell |
74,193
-1,688
| -2% | -$117K | 0.03% | 926 |
|
|
2013
Q3 | $5.22M | Buy |
75,881
+430
| +0.6% | +$28.4K | 0.03% | 859 |
|
|
2013
Q2 | $4.78M | Buy |
+75,451
| New | +$4.91M | 0.03% | 787 |
|
Other funds holding NVS
First Trust Advisors's NVS Position: Q2 2026 in Review
First Trust Advisors reduced its Novartis (NVS) stake by 3.6% in Q2 2026, selling an estimated $2M and leaving 353,224 shares worth $55.4M. The position accounts for 0.03% of the portfolio, ranked #579.
First Trust Advisors first reported a position in NVS in Q2 2013 and has held it in 53 quarters since. The position peaked at $74.2M in Q1 2023. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- First Trust Advisors held 353,224 shares of Novartis worth $55.4M as of Q2 2026.
- First Trust Advisors sold 13,335 Novartis shares in Q2 2026, an estimated $2M.
- Novartis made up 0.03% of First Trust Advisors's portfolio in Q2 2026, its #579 holding.
- First Trust Advisors first reported a position in Novartis in Q2 2013 and has held it in 53 quarters since.
- First Trust Advisors's Novartis position peaked at $74.2M in Q1 2023.
- 1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.