Hayek Kallen Investment 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 | $5.88M | Sell |
37,538
-532
| -1% | -$79.8K | 1.78% | 17 |
|
|
2026
Q1 | $5.82M | Buy |
+38,070
| New | +$5.84M | 1.89% | 16 |
|
|
2025
Q4 | – | Sell |
-38,865
| Closed | -$4.98M | – | 150 |
|
|
2025
Q3 | $4.98M | Sell |
38,865
-25
| -0.1% | -$3.05K | 1.57% | 19 |
|
|
2025
Q2 | $4.71M | Sell |
38,890
-595
| -2% | -$67.1K | 1.6% | 19 |
|
|
2025
Q1 | $4.4M | Sell |
39,485
-590
| -1% | -$62.8K | 1.62% | 19 |
|
|
2024
Q4 | $3.9M | Sell |
40,075
-245
| -0.6% | -$26.1K | 1.42% | 23 |
|
|
2024
Q3 | $4.64M | Sell |
40,320
-375
| -0.9% | -$42.5K | 1.64% | 19 |
|
|
2024
Q2 | $4.33M | Sell |
40,695
-270
| -0.7% | -$27.1K | 1.62% | 18 |
|
|
2024
Q1 | $3.96M | Buy |
40,965
+180
| +0.4% | +$18.5K | 1.52% | 22 |
|
|
2023
Q4 | $4.12M | Sell |
40,785
-136
| -0.3% | -$13.1K | 1.72% | 19 |
|
|
2023
Q3 | $4.17M | Sell |
40,921
-86
| -0.2% | -$8.73K | 1.87% | 16 |
|
|
2023
Q2 | $4.14M | Buy |
41,007
+1,819
| +5% | +$182K | 1.76% | 18 |
|
|
2023
Q1 | $3.6M | Sell |
39,188
-1,157
| -3% | -$101K | 1.63% | 21 |
|
|
2022
Q4 | $3.66M | Sell |
40,345
-600
| -1% | -$50.5K | 1.69% | 20 |
|
|
2022
Q3 | $3.11M | Sell |
40,945
-100
| -0.2% | -$8.29K | 1.46% | 23 |
|
|
2022
Q2 | $3.47M | Sell |
41,045
-900
| -2% | -$79K | 1.51% | 24 |
|
|
2022
Q1 | $3.68M | Sell |
41,945
-875
| -2% | -$75.8K | 1.36% | 28 |
|
|
2021
Q4 | $3.75M | Sell |
42,820
-115
| -0.3% | -$9.55K | 1.34% | 29 |
|
|
2021
Q3 | $3.51M | Sell |
42,935
-388
| -0.9% | -$34.9K | 1.6% | 24 |
|
|
2021
Q2 | $3.95M | Buy |
43,323
+124
| +0.3% | +$11K | 1.66% | 22 |
|
|
2021
Q1 | $3.69M | Buy |
43,199
+26
| +0.1% | +$2.33K | 1.66% | 23 |
|
|
2020
Q4 | $4.08M | Sell |
43,173
-28
| -0.1% | -$2.45K | 1.97% | 18 |
|
|
2020
Q3 | $3.76M | Sell |
43,201
-220
| -0.5% | -$19.1K | 2.1% | 14 |
|
|
2020
Q2 | $3.79M | Sell |
43,421
-388
| -0.9% | -$33.5K | 2.15% | 14 |
|
|
2020
Q1 | $3.61M | Sell |
43,809
-879
| -2% | -$78.4K | 2.42% | 12 |
|
|
2019
Q4 | $4.23M | Sell |
44,688
-160
| -0.4% | -$14.4K | 2.44% | 13 |
|
|
2019
Q3 | $3.9M | Sell |
44,848
-592
| -1% | -$53.2K | 2.43% | 13 |
|
|
2019
Q2 | $4.15M | Sell |
45,440
-5,690
| -11% | -$482K | 2.63% | 13 |
|
|
2019
Q1 | $4.41M | Sell |
51,130
-1,541
| -3% | -$124K | 2.86% | 11 |
|
|
2018
Q4 | $4.05M | Sell |
52,671
-686
| -1% | -$53.4K | 2.9% | 11 |
|
|
2018
Q3 | $4.12M | Hold |
53,357
| – | – | 2.64% | 13 |
|
|
2018
Q2 | $3.61M | Sell |
53,357
-919
| -2% | -$63.4K | 2.5% | 13 |
|
|
2018
Q1 | $3.93M | Sell |
54,276
-1,930
| -3% | -$147K | 2.73% | 11 |
|
|
2017
Q4 | $4.23M | Sell |
56,206
-586
| -1% | -$44.2K | 2.77% | 11 |
|
|
2017
Q3 | $4.37M | Sell |
56,792
-385
| -0.7% | -$29.1K | 2.99% | 11 |
|
|
2017
Q2 | $4.28M | Sell |
57,177
-578
| -1% | -$41K | 2.89% | 12 |
|
|
2017
Q1 | $3.84M | Buy |
57,755
+597
| +1% | +$39.8K | 2.66% | 13 |
|
|
2016
Q4 | $3.73M | Buy |
57,158
+351
| +0.6% | +$22.8K | 2.72% | 13 |
|
|
2016
Q3 | $4.02M | Buy |
56,807
+1,077
| +2% | +$78.5K | 2.87% | 14 |
|
|
2016
Q2 | $4.12M | Buy |
55,730
+759
| +1% | +$52.4K | 2.96% | 14 |
|
|
2016
Q1 | $3.57M | Buy |
54,971
+140
| +0.3% | +$9.52K | 2.64% | 18 |
|
|
2015
Q4 | $4.23M | Sell |
54,831
-1,245
| -2% | -$98.9K | 3.24% | 11 |
|
|
2015
Q3 | $4.62M | Sell |
56,076
-2,818
| -5% | -$251K | 3.59% | 6 |
|
|
2015
Q2 | $5.19M | Sell |
58,894
-343
| -0.6% | -$31.5K | 3.88% | 6 |
|
|
2015
Q1 | $5.23M | Sell |
59,237
-1,725
| -3% | -$153K | 3.86% | 5 |
|
|
2014
Q4 | $5.06M | Sell |
60,962
-1,494
| -2% | -$124K | 3.74% | 5 |
|
|
2014
Q3 | $5.27M | Sell |
62,456
-3,385
| -5% | -$274K | 4.01% | 5 |
|
|
2014
Q2 | $5.34M | Sell |
65,841
-1,540
| -2% | -$121K | 4.04% | 5 |
|
|
2014
Q1 | $5.13M | Sell |
67,381
-1,757
| -3% | -$128K | 4.09% | 7 |
|
|
2013
Q4 | $4.98M | Sell |
69,138
-1,630
| -2% | -$113K | 3.88% | 5 |
|
|
2013
Q3 | $4.86M | Sell |
70,768
-3,722
| -5% | -$246K | 4.02% | 4 |
|
|
2013
Q2 | $4.72M | Buy |
+74,490
| New | +$4.85M | 3.99% | 5 |
|
Other funds holding NVS
Hayek Kallen Investment Management's NVS Position: Q2 2026 in Review
Hayek Kallen Investment Management reduced its Novartis (NVS) stake by 1.4% in Q2 2026, selling an estimated $79.8K and leaving 37,538 shares worth $5.88M. The position accounts for 1.78% of the portfolio, ranked #17.
Hayek Kallen Investment Management first reported a position in NVS in Q2 2013 and has held it in 52 quarters since. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- Hayek Kallen Investment Management held 37,538 shares of Novartis worth $5.88M as of Q2 2026.
- Hayek Kallen Investment Management sold 532 Novartis shares in Q2 2026, an estimated $79.8K.
- Novartis made up 1.78% of Hayek Kallen Investment Management's portfolio in Q2 2026, its #17 holding.
- Hayek Kallen Investment Management first reported a position in Novartis in Q2 2013 and has held it in 52 quarters since.
- 1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on Hayek Kallen Investment Management's 13F filing for Q2 2026, filed 17 Aug 2026.