Independent Advisor Alliance’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 | $1.25M | Buy |
8,153
+307
| +4% | +$47.1K | 0.01% | 719 |
|
|
2025
Q4 | $1.08M | Buy |
7,846
+2,463
| +46% | +$323K | 0.03% | 451 |
|
|
2025
Q3 | $690K | Buy |
5,383
+503
| +10% | +$61.4K | 0.02% | 535 |
|
|
2025
Q2 | $591K | Buy |
4,880
+346
| +8% | +$39K | 0.02% | 539 |
|
|
2025
Q1 | $505K | Buy |
4,534
+172
| +4% | +$18.3K | 0.02% | 519 |
|
|
2024
Q4 | $424K | Buy |
4,362
+826
| +23% | +$88.1K | 0.01% | 1007 |
|
|
2024
Q3 | $407K | Buy |
3,536
+41
| +1% | +$4.65K | 0.01% | 496 |
|
|
2024
Q2 | $372K | Sell |
3,495
-195
| -5% | -$19.6K | 0.01% | 524 |
|
|
2024
Q1 | $357K | Sell |
3,690
-908
| -20% | -$93.1K | 0.01% | 531 |
|
|
2023
Q4 | $464K | Buy |
4,598
+350
| +8% | +$33.8K | 0.02% | 452 |
|
|
2023
Q3 | $433K | Sell |
4,248
-58
| -1% | -$5.89K | 0.02% | 444 |
|
|
2023
Q2 | $434K | Sell |
4,306
-194
| -4% | -$19.4K | 0.02% | 453 |
|
|
2023
Q1 | $414K | Buy |
+4,500
| New | +$393K | 0.02% | 458 |
|
|
2022
Q4 | – | Sell |
-4,863
| Closed | -$370K | – | 564 |
|
|
2022
Q3 | $370K | Buy |
4,863
+279
| +6% | +$23.1K | 0.02% | 436 |
|
|
2022
Q2 | $387K | Sell |
4,584
-499
| -10% | -$43.8K | 0.02% | 432 |
|
|
2022
Q1 | $446K | Sell |
5,083
-111
| -2% | -$9.61K | 0.02% | 420 |
|
|
2021
Q4 | $454K | Sell |
5,194
-742
| -13% | -$61.6K | 0.02% | 417 |
|
|
2021
Q3 | $485K | Buy |
5,936
+250
| +4% | +$22.5K | 0.03% | 391 |
|
|
2021
Q2 | $519K | Buy |
5,686
+959
| +20% | +$85.4K | 0.03% | 388 |
|
|
2021
Q1 | $404K | Buy |
4,727
+43
| +0.9% | +$3.86K | 0.02% | 414 |
|
|
2020
Q4 | $442K | Buy |
4,684
+473
| +11% | +$41.3K | 0.03% | 366 |
|
|
2020
Q3 | $366K | Sell |
4,211
-97
| -2% | -$8.4K | 0.03% | 351 |
|
|
2020
Q2 | $376K | Buy |
4,308
+8
| +0.2% | +$691 | 0.04% | 327 |
|
|
2020
Q1 | $355K | Sell |
4,300
-123
| -3% | -$11K | 0.05% | 251 |
|
|
2019
Q4 | $419K | Buy |
4,423
+256
| +6% | +$23K | 0.02% | 575 |
|
|
2019
Q3 | $362K | Buy |
4,167
+176
| +4% | +$15.8K | 0.04% | 297 |
|
|
2019
Q2 | $364K | Buy |
3,991
+9
| +0.2% | +$762 | 0.05% | 258 |
|
|
2019
Q1 | $343K | Sell |
3,982
-369
| -8% | -$29.6K | 0.05% | 285 |
|
|
2018
Q4 | $335K | Sell |
4,351
-726
| -14% | -$56.5K | 0.06% | 272 |
|
|
2018
Q3 | $342K | Sell |
5,077
-209
| -4% | -$15.4K | 0.06% | 243 |
|
|
2018
Q2 | $317K | Buy |
5,286
+474
| +10% | +$32.7K | 0.07% | 239 |
|
|
2018
Q1 | $343K | Buy |
4,812
+313
| +7% | +$23.8K | 0.08% | 233 |
|
|
2017
Q4 | $347K | Buy |
4,499
+85
| +2% | +$6.41K | 0.08% | 227 |
|
|
2017
Q3 | $338K | Sell |
4,414
-9,315
| -68% | -$703K | 0.09% | 193 |
|
|
2017
Q2 | $325K | Buy |
13,729
+7,830
| +133% | +$555K | 0.1% | 182 |
|
|
2017
Q1 | $390K | Buy |
+5,899
| New | +$393K | 0.06% | 257 |
|
Other funds holding NVS
Independent Advisor Alliance's NVS Position: Q1 2026 in Review
Independent Advisor Alliance increased its Novartis (NVS) stake by 3.9% in Q1 2026, buying an estimated $47.1K and bringing the position to 8,153 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #719.
Independent Advisor Alliance first reported a position in NVS in Q1 2017 and has held it in 36 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- Independent Advisor Alliance held 8,153 shares of Novartis worth $1.25M as of Q1 2026.
- Independent Advisor Alliance bought 307 Novartis shares in Q1 2026, an estimated $47.1K.
- Novartis made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #719 holding.
- Independent Advisor Alliance first reported a position in Novartis in Q1 2017 and has held it in 36 quarters since.
- 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.