Flagship Harbor 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 | $476K | Buy |
3,040
+53
| +2% | +$7.95K | 0.02% | 532 |
|
|
2026
Q1 | $456K | Buy |
2,987
+319
| +12% | +$48.9K | 0.02% | 496 |
|
|
2025
Q4 | $368K | Sell |
2,668
-181
| -6% | -$23.7K | 0.02% | 511 |
|
|
2025
Q3 | $365K | Buy |
2,849
+55
| +2% | +$6.71K | 0.02% | 575 |
|
|
2025
Q2 | $338K | Sell |
2,794
-352
| -11% | -$39.7K | 0.02% | 576 |
|
|
2025
Q1 | $351K | Sell |
3,146
-696
| -18% | -$74.1K | 0.02% | 526 |
|
|
2024
Q4 | $374K | Buy |
3,842
+262
| +7% | +$27.9K | 0.02% | 512 |
|
|
2024
Q3 | $412K | Sell |
3,580
-68
| -2% | -$7.72K | 0.02% | 468 |
|
|
2024
Q2 | $388K | Buy |
3,648
+17
| +0.5% | +$1.71K | 0.02% | 469 |
|
|
2024
Q1 | $351K | Buy |
3,631
+182
| +5% | +$18.7K | 0.02% | 477 |
|
|
2023
Q4 | $348K | Sell |
3,449
-239
| -6% | -$23.1K | 0.03% | 453 |
|
|
2023
Q3 | $376K | Sell |
3,688
-187
| -5% | -$19K | 0.03% | 411 |
|
|
2023
Q2 | $391K | Buy |
3,875
+989
| +34% | +$98.9K | 0.03% | 410 |
|
|
2023
Q1 | $266K | Buy |
2,886
+12
| +0.4% | +$1.05K | 0.03% | 516 |
|
|
2022
Q4 | $261K | Sell |
2,874
-35
| -1% | -$2.95K | 0.03% | 506 |
|
|
2022
Q3 | $221K | Buy |
2,909
+35
| +1% | +$2.9K | 0.03% | 524 |
|
|
2022
Q2 | $243K | Sell |
2,874
-14
| -0.5% | -$1.23K | 0.03% | 511 |
|
|
2022
Q1 | $253K | Buy |
2,888
+88
| +3% | +$7.62K | 0.02% | 531 |
|
|
2021
Q4 | $245K | Sell |
2,800
-2,758
| -50% | -$229K | 0.02% | 558 |
|
|
2021
Q3 | $507K | Hold |
5,558
| – | – | 0.05% | 348 |
|
|
2021
Q2 | $507K | Buy |
5,558
+169
| +3% | +$15K | 0.05% | 349 |
|
|
2021
Q1 | $461K | Sell |
5,389
-169
| -3% | -$15.2K | 0.05% | 370 |
|
|
2020
Q4 | $525K | Buy |
5,558
+339
| +6% | +$29.6K | 0.07% | 293 |
|
|
2020
Q3 | $453K | Buy |
5,219
+1,782
| +52% | +$154K | 0.06% | 270 |
|
|
2020
Q2 | $300K | Buy |
3,437
+553
| +19% | +$47.7K | 0.04% | 357 |
|
|
2020
Q1 | $238K | Buy |
2,884
+743
| +35% | +$66.3K | 0.05% | 349 |
|
|
2019
Q4 | $203K | Sell |
2,141
-213
| -9% | -$19.1K | 0.04% | 434 |
|
|
2019
Q3 | $204K | Buy |
2,354
+77
| +3% | +$6.91K | 0.04% | 412 |
|
|
2019
Q2 | $207K | Sell |
2,277
-309
| -12% | -$26.2K | 0.04% | 387 |
|
|
2019
Q1 | $222K | Buy |
2,586
+77
| +3% | +$6.18K | 0.05% | 373 |
|
|
2018
Q4 | $192K | Sell |
2,509
-503
| -17% | -$39.2K | 0.05% | 364 |
|
|
2018
Q3 | $233K | Buy |
3,012
+66
| +2% | +$4.88K | 0.04% | 375 |
|
|
2018
Q2 | $199K | Buy |
+2,946
| New | +$203K | 0.04% | 392 |
|
|
2017
Q4 | – | Sell |
-2,585
| Closed | -$200K | – | 379 |
|
|
2017
Q3 | $200K | Buy |
+2,585
| New | +$195K | 0.06% | 324 |
|
Other funds holding NVS
Flagship Harbor Advisors's NVS Position: Q2 2026 in Review
Flagship Harbor Advisors increased its Novartis (NVS) stake by 1.8% in Q2 2026, buying an estimated $7.95K and bringing the position to 3,040 shares worth $476K. The position accounts for 0.02% of the portfolio, ranked #532.
Flagship Harbor Advisors first reported a position in NVS in Q3 2017 and has held it in 34 quarters since. The position peaked at $525K in Q4 2020. 1,615 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- Flagship Harbor Advisors held 3,040 shares of Novartis worth $476K as of Q2 2026.
- Flagship Harbor Advisors bought 53 Novartis shares in Q2 2026, an estimated $7.95K.
- Novartis made up 0.02% of Flagship Harbor Advisors's portfolio in Q2 2026, its #532 holding.
- Flagship Harbor Advisors first reported a position in Novartis in Q3 2017 and has held it in 34 quarters since.
- Flagship Harbor Advisors's Novartis position peaked at $525K in Q4 2020.
- 1,615 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on Flagship Harbor Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.