Grimes & Company’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 | $739K | Sell |
4,716
-42
| -0.9% | -$6.3K | 0.02% | 285 |
|
|
2026
Q1 | $727K | Buy |
4,758
+120
| +3% | +$18.4K | 0.02% | 269 |
|
|
2025
Q4 | $639K | Buy |
4,638
+287
| +7% | +$37.6K | 0.02% | 290 |
|
|
2025
Q3 | $558K | Sell |
4,351
-177
| -4% | -$21.6K | 0.01% | 300 |
|
|
2025
Q2 | $548K | Sell |
4,528
-94
| -2% | -$10.6K | 0.01% | 259 |
|
|
2025
Q1 | $515K | Buy |
4,622
+135
| +3% | +$14.4K | 0.02% | 237 |
|
|
2024
Q4 | $437K | Sell |
4,487
-84
| -2% | -$8.96K | 0.01% | 267 |
|
|
2024
Q3 | $526K | Buy |
4,571
+16
| +0.4% | +$1.81K | 0.01% | 233 |
|
|
2024
Q2 | $485K | Sell |
4,555
-9,967
| -69% | -$1M | 0.01% | 222 |
|
|
2024
Q1 | $1.4M | Sell |
14,522
-478
| -3% | -$49K | 0.04% | 152 |
|
|
2023
Q4 | $1.51M | Sell |
15,000
-785
| -5% | -$75.8K | 0.05% | 149 |
|
|
2023
Q3 | $1.61M | Sell |
15,785
-1,426
| -8% | -$145K | 0.06% | 135 |
|
|
2023
Q2 | $1.74M | Sell |
17,211
-121,877
| -88% | -$12.2M | 0.06% | 131 |
|
|
2023
Q1 | $12.8M | Sell |
139,088
-3,603
| -3% | -$315K | 0.52% | 45 |
|
|
2022
Q4 | $12.9M | Buy |
142,691
+45
| +0% | +$3.79K | 0.55% | 38 |
|
|
2022
Q3 | $10.8M | Buy |
142,646
+1,341
| +0.9% | +$111K | 0.57% | 41 |
|
|
2022
Q2 | $11.9M | Buy |
141,305
+2,347
| +2% | +$206K | 0.6% | 36 |
|
|
2022
Q1 | $12.2M | Buy |
138,958
+48,186
| +53% | +$4.17M | 0.64% | 50 |
|
|
2021
Q4 | $7.94M | Buy |
90,772
+2,205
| +2% | +$183K | 0.36% | 67 |
|
|
2021
Q3 | $7.24M | Buy |
88,567
+2,696
| +3% | +$243K | 0.32% | 71 |
|
|
2021
Q2 | $7.83M | Buy |
85,871
+1,787
| +2% | +$159K | 0.34% | 69 |
|
|
2021
Q1 | $7.19M | Buy |
84,084
+2,631
| +3% | +$236K | 0.35% | 73 |
|
|
2020
Q4 | $7.69M | Buy |
81,453
+1,477
| +2% | +$129K | 0.4% | 67 |
|
|
2020
Q3 | $6.95M | Buy |
79,976
+12,186
| +18% | +$1.06M | 0.44% | 64 |
|
|
2020
Q2 | $5.92M | Sell |
67,790
-673
| -1% | -$58.1K | 0.41% | 68 |
|
|
2020
Q1 | $5.64M | Buy |
68,463
+224
| +0.3% | +$20K | 0.52% | 49 |
|
|
2019
Q4 | $6.46M | Buy |
68,239
+517
| +0.8% | +$46.4K | 0.42% | 62 |
|
|
2019
Q3 | $5.88M | Buy |
67,722
+1,170
| +2% | +$105K | 0.42% | 62 |
|
|
2019
Q2 | $6.08M | Sell |
66,552
-5,763
| -8% | -$488K | 0.46% | 62 |
|
|
2019
Q1 | $6.23M | Buy |
72,315
+65
| +0.1% | +$5.22K | 0.49% | 63 |
|
|
2018
Q4 | $5.55M | Sell |
72,250
-804
| -1% | -$62.6K | 0.54% | 54 |
|
|
2018
Q3 | $5.64M | Sell |
73,054
-20,033
| -22% | -$1.48M | 0.45% | 63 |
|
|
2018
Q2 | $6.3M | Sell |
93,087
-814
| -0.9% | -$56.2K | 0.56% | 58 |
|
|
2018
Q1 | $6.8M | Buy |
93,901
+1,867
| +2% | +$142K | 0.66% | 48 |
|
|
2017
Q4 | $6.92M | Buy |
92,034
+56,716
| +161% | +$4.28M | 0.67% | 47 |
|
|
2017
Q3 | $2.72M | Sell |
35,318
-1,227
| -3% | -$92.7K | 0.29% | 76 |
|
|
2017
Q2 | $2.73M | Sell |
36,545
-63,949
| -64% | -$4.53M | 0.3% | 77 |
|
|
2017
Q1 | $6.69M | Buy |
100,494
+10,847
| +12% | +$723K | 0.73% | 37 |
|
|
2016
Q4 | $5.85M | Sell |
89,647
-5,030
| -5% | -$326K | 0.68% | 42 |
|
|
2016
Q3 | $6.7M | Sell |
94,677
-3,134
| -3% | -$228K | 0.9% | 30 |
|
|
2016
Q2 | $7.23M | Buy |
97,811
+9,337
| +11% | +$645K | 0.97% | 21 |
|
|
2016
Q1 | $5.74M | Sell |
88,474
-3,365
| -4% | -$229K | 0.74% | 35 |
|
|
2015
Q4 | $7.08M | Buy |
91,839
+90
| +0.1% | +$7.15K | 0.96% | 17 |
|
|
2015
Q3 | $7.56M | Sell |
91,749
-3,935
| -4% | -$350K | 0.97% | 15 |
|
|
2015
Q2 | $8.43M | Buy |
95,684
+803
| +0.8% | +$73.7K | 1.19% | 15 |
|
|
2015
Q1 | $8.38M | Buy |
94,881
+2,021
| +2% | +$179K | 2.02% | 8 |
|
|
2014
Q4 | $7.71M | Sell |
92,860
-829
| -0.9% | -$68.7K | 1.99% | 8 |
|
|
2014
Q3 | $7.9M | Sell |
93,689
-2,557
| -3% | -$207K | 2.07% | 7 |
|
|
2014
Q2 | $7.81M | Buy |
96,246
+973
| +1% | +$76.5K | 2.05% | 6 |
|
|
2014
Q1 | $7.26M | Buy |
95,273
+3,441
| +4% | +$251K | 2.04% | 8 |
|
|
2013
Q4 | $6.61M | Buy |
91,832
+3,141
| +4% | +$218K | 1.98% | 10 |
|
|
2013
Q3 | $6.1M | Buy |
88,691
+4,204
| +5% | +$278K | 2.06% | 7 |
|
|
2013
Q2 | $5.35M | Buy |
+84,487
| New | +$5.5M | 1.95% | 13 |
|
Other funds holding NVS
Grimes & Company's NVS Position: Q2 2026 in Review
Grimes & Company reduced its Novartis (NVS) stake by 0.88% in Q2 2026, selling an estimated $6.3K and leaving 4,716 shares worth $739K. The position accounts for 0.02% of the portfolio, ranked #285.
Grimes & Company first reported a position in NVS in Q2 2013 and has held it in 53 quarters since. The position peaked at $12.9M in Q4 2022. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- Grimes & Company held 4,716 shares of Novartis worth $739K as of Q2 2026.
- Grimes & Company sold 42 Novartis shares in Q2 2026, an estimated $6.3K.
- Novartis made up 0.02% of Grimes & Company's portfolio in Q2 2026, its #285 holding.
- Grimes & Company first reported a position in Novartis in Q2 2013 and has held it in 53 quarters since.
- Grimes & Company's Novartis position peaked at $12.9M in Q4 2022.
- 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.