Howe & Rusling’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $260K | Sell |
1,705
-191
| -10% | -$29.3K | 0.02% | 256 |
|
|
2025
Q4 | $261K | Buy |
+1,896
| New | +$248K | 0.02% | 264 |
|
|
2022
Q4 | – | Sell |
-1,731
| Closed | -$132K | – | 794 |
|
|
2022
Q3 | $132K | Sell |
1,731
-823
| -32% | -$68.2K | 0.02% | 231 |
|
|
2022
Q2 | $216K | Buy |
2,554
+1,600
| +168% | +$140K | 0.03% | 191 |
|
|
2022
Q1 | $84K | Buy |
954
+70
| +8% | +$6.06K | 0.01% | 269 |
|
|
2021
Q4 | $77K | Buy |
884
+73
| +9% | +$6.06K | 0.01% | 277 |
|
|
2021
Q3 | $66K | Hold |
811
| – | – | 0.01% | 281 |
|
|
2021
Q2 | $74K | Sell |
811
-22
| -3% | -$1.96K | 0.01% | 264 |
|
|
2021
Q1 | $71K | Sell |
833
-115
| -12% | -$10.3K | 0.01% | 267 |
|
|
2020
Q4 | $90K | Sell |
948
-154
| -14% | -$13.5K | 0.01% | 235 |
|
|
2020
Q3 | $96K | Buy |
1,102
+60
| +6% | +$5.2K | 0.02% | 209 |
|
|
2020
Q2 | $91K | Buy |
1,042
+279
| +37% | +$24.1K | 0.02% | 195 |
|
|
2020
Q1 | $63K | Sell |
763
-215
| -22% | -$19.2K | 0.01% | 234 |
|
|
2019
Q4 | $93K | Hold |
978
| – | – | 0.02% | 237 |
|
|
2019
Q3 | $85K | Sell |
978
-25
| -2% | -$2.25K | 0.01% | 246 |
|
|
2019
Q2 | $92K | Sell |
1,003
-776
| -44% | -$65.7K | 0.02% | 253 |
|
|
2019
Q1 | $153K | Sell |
1,779
-139
| -7% | -$11.2K | 0.03% | 206 |
|
|
2018
Q4 | $148K | Buy |
1,918
+15
| +0.8% | +$1.17K | 0.03% | 181 |
|
|
2018
Q3 | $147K | Buy |
1,903
+642
| +51% | +$47.5K | 0.02% | 177 |
|
|
2018
Q2 | $85K | Sell |
1,261
-251
| -17% | -$17.3K | 0.02% | 210 |
|
|
2018
Q1 | $110K | Sell |
1,512
-199
| -12% | -$15.1K | 0.02% | 204 |
|
|
2017
Q4 | $129K | Buy |
1,711
+65
| +4% | +$4.9K | 0.02% | 216 |
|
|
2017
Q3 | $127K | Buy |
1,646
+149
| +10% | +$11.3K | 0.02% | 215 |
|
|
2017
Q2 | $112K | Hold |
1,497
| – | – | 0.02% | 188 |
|
|
2017
Q1 | $100K | Buy |
1,497
+985
| +192% | +$65.6K | 0.02% | 198 |
|
|
2016
Q4 | $33K | Sell |
512
-1,431
| -74% | -$92.8K | 0.01% | 307 |
|
|
2016
Q3 | $137K | Sell |
1,943
-183
| -9% | -$13.3K | 0.03% | 173 |
|
|
2016
Q2 | $157K | Hold |
2,126
| – | – | 0.03% | 146 |
|
|
2016
Q1 | $138K | Buy |
2,126
+141
| +7% | +$9.59K | 0.03% | 170 |
|
|
2015
Q4 | $153K | Buy |
1,985
+351
| +21% | +$27.9K | 0.04% | 164 |
|
|
2015
Q3 | $135K | Hold |
1,634
| – | – | 0.03% | 179 |
|
|
2015
Q2 | $144K | Hold |
1,634
| – | – | 0.03% | 184 |
|
|
2015
Q1 | $144K | Sell |
1,634
-176
| -10% | -$15.6K | 0.03% | 178 |
|
|
2014
Q4 | $150K | Hold |
1,810
| – | – | 0.04% | 167 |
|
|
2014
Q3 | $153K | Hold |
1,810
| – | – | 0.04% | 161 |
|
|
2014
Q2 | $147K | Sell |
1,810
-466
| -20% | -$36.7K | 0.03% | 175 |
|
|
2014
Q1 | $173K | Buy |
2,276
+479
| +27% | +$34.9K | 0.04% | 152 |
|
|
2013
Q4 | $129K | Sell |
1,797
-497
| -22% | -$34.5K | 0.03% | 176 |
|
|
2013
Q3 | $158K | Buy |
2,294
+43
| +2% | +$2.85K | 0.06% | 152 |
|
|
2013
Q2 | $143K | Buy |
+2,251
| New | +$146K | 0.04% | 177 |
|
Other funds holding NVS
Howe & Rusling's NVS Position: Q1 2026 in Review
Howe & Rusling reduced its Novartis (NVS) stake by 10% in Q1 2026, selling an estimated $29.3K and leaving 1,705 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #256.
Howe & Rusling first reported a position in NVS in Q2 2013 and has held it in 40 quarters since. The position peaked at $261K in Q4 2025. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- Howe & Rusling held 1,705 shares of Novartis worth $260K as of Q1 2026.
- Howe & Rusling sold 191 Novartis shares in Q1 2026, an estimated $29.3K.
- Novartis made up 0.02% of Howe & Rusling's portfolio in Q1 2026, its #256 holding.
- Howe & Rusling first reported a position in Novartis in Q2 2013 and has held it in 40 quarters since.
- Howe & Rusling's Novartis position peaked at $261K in Q4 2025.
- 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.