Formidable Asset 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
Q2 | $371K | Sell |
2,430
-30
| -1% | -$4.5K | 0.06% | 277 |
|
|
2026
Q1 | $339K | Sell |
2,460
-90
| -4% | -$13.8K | 0.05% | 298 |
|
|
2025
Q4 | $327K | Sell |
2,550
-225
| -8% | -$29.5K | 0.05% | 321 |
|
|
2025
Q3 | $336K | Sell |
2,775
-775
| -22% | -$94.6K | 0.05% | 309 |
|
|
2025
Q2 | $396K | Hold |
3,550
| – | – | 0.07% | 270 |
|
|
2025
Q1 | $396K | Buy |
3,550
+285
| +9% | +$30.3K | 0.07% | 267 |
|
|
2024
Q4 | $318K | Hold |
3,265
| – | – | 0.05% | 294 |
|
|
2024
Q3 | $376K | Sell |
3,265
-502
| -13% | -$57K | 0.06% | 260 |
|
|
2024
Q2 | $401K | Buy |
3,767
+101
| +3% | +$10.1K | 0.06% | 264 |
|
|
2024
Q1 | $355K | Buy |
3,666
+300
| +9% | +$30.8K | 0.06% | 265 |
|
|
2023
Q4 | $340K | Buy |
+3,366
| New | +$325K | 0.07% | 209 |
|
|
2023
Q2 | – | Sell |
-3,396
| Closed | -$314K | – | 313 |
|
|
2023
Q1 | $314K | Hold |
3,396
| – | – | 0.07% | 220 |
|
|
2022
Q4 | $308K | Buy |
+3,396
| New | +$286K | 0.07% | 225 |
|
|
2022
Q2 | – | Sell |
-3,396
| Closed | -$298K | – | 341 |
|
|
2022
Q1 | $298K | Buy |
+3,396
| New | +$294K | 0.06% | 255 |
|
|
2021
Q4 | – | Sell |
-3,503
| Closed | -$286K | – | 343 |
|
|
2021
Q3 | $286K | Hold |
3,503
| – | – | 0.05% | 271 |
|
|
2021
Q2 | $321K | Sell |
3,503
-178
| -5% | -$15.9K | 0.07% | 225 |
|
|
2021
Q1 | $317K | Hold |
3,681
| – | – | 0.07% | 207 |
|
|
2020
Q4 | $347K | Hold |
3,681
| – | – | 0.08% | 192 |
|
|
2020
Q3 | $322K | Buy |
3,681
+42
| +1% | +$3.64K | 0.09% | 171 |
|
|
2020
Q2 | $320K | Buy |
+3,639
| New | +$314K | 0.09% | 174 |
|
|
2017
Q4 | – | Sell |
-5,899
| Closed | -$454K | – | 180 |
|
|
2017
Q3 | $454K | Buy |
+5,899
| New | +$446K | 0.19% | 115 |
|
|
2017
Q2 | – | Sell |
-7,522
| Closed | -$525K | – | 194 |
|
|
2017
Q1 | $525K | Sell |
7,522
-418
| -5% | -$27.9K | 0.23% | 104 |
|
|
2016
Q4 | $518K | Sell |
7,940
-526
| -6% | -$34.1K | 0.26% | 98 |
|
|
2016
Q3 | $599K | Hold |
8,466
| – | – | 0.3% | 89 |
|
|
2016
Q2 | $630K | Buy |
8,466
+206
| +2% | +$14.2K | 0.35% | 78 |
|
|
2016
Q1 | $566K | Sell |
8,260
-1,751
| -17% | -$119K | 0.4% | 68 |
|
|
2015
Q4 | $762K | Sell |
10,011
-585
| -6% | -$46.5K | 0.53% | 38 |
|
|
2015
Q3 | $872K | Buy |
+10,596
| New | +$943K | 0.58% | 38 |
|
|
2014
Q3 | – | Sell |
-12,053
| Closed | -$978K | – | 496 |
|
|
2014
Q2 | $978K | Buy |
+12,053
| New | +$948K | 0.59% | 34 |
|
|
2014
Q1 | – | Sell |
-12,103
| Closed | -$878K | – | 481 |
|
|
2013
Q4 | $878K | Buy |
+12,103
| New | +$841K | 0.59% | 32 |
|
Other funds holding NVS
SI
CPC
KAS
GGI
FWCM
QCM
Formidable Asset Management's NVS Position: Q2 2026 in Review
Formidable Asset Management reduced its Novartis (NVS) stake by 1.2% in Q2 2026, selling an estimated $4.5K and leaving 2,430 shares worth $371K. The position accounts for 0.06% of the portfolio, ranked #277.
Formidable Asset Management first reported a position in NVS in Q4 2013 and has held it in 30 quarters since. The position peaked at $978K in Q2 2014. 683 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- Formidable Asset Management held 2,430 shares of Novartis worth $371K as of Q2 2026.
- Formidable Asset Management sold 30 Novartis shares in Q2 2026, an estimated $4.5K.
- Novartis made up 0.06% of Formidable Asset Management's portfolio in Q2 2026, its #277 holding.
- Formidable Asset Management first reported a position in Novartis in Q4 2013 and has held it in 30 quarters since.
- Formidable Asset Management's Novartis position peaked at $978K in Q2 2014.
- 683 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.