Ingalls & Snyder LLC’s Novartis NVS Stock Holding History

Ingalls & Snyder LLC’s Portfolio NVS Stock Details NVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$21.1M	Sell	134,587 -1,295	-1%	-$194K	0.58%	35
2026 Q1	$20.8M	Buy	135,882 +3,056	+2%	+$468K	0.73%	33
2025 Q4	$18.3M	Buy	132,826 +969	+0.7%	+$127K	0.67%	35
2025 Q3	$16.9M	Sell	131,857 -160	-0.1%	-$19.5K	0.55%	36
2025 Q2	$16M	Buy	132,017 +5,769	+5%	+$650K	0.57%	35
2025 Q1	$14.1M	Buy	126,248 +9,247	+8%	+$984K	0.46%	41
2024 Q4	$11.4M	Buy	117,001 +567	+0.5%	+$60.5K	0.45%	45
2024 Q3	$13.4M	Buy	116,434 +2,209	+2%	+$251K	0.52%	41
2024 Q2	$12.2M	Buy	114,225 +1,960	+2%	+$197K	0.52%	42
2024 Q1	$10.9M	Buy	112,265 +947	+0.9%	+$97.1K	0.48%	50
2023 Q4	$11.2M	Buy	111,318 +2,357	+2%	+$228K	0.51%	44
2023 Q3	$11.1M	Buy	108,961 +1,423	+1%	+$144K	0.53%	42
2023 Q2	$10.9M	Buy	107,538 +1,512	+1%	+$151K	0.52%	44
2023 Q1	$9.75M	Buy	106,026 +420	+0.4%	+$36.7K	0.5%	48
2022 Q4	$9.58M	Sell	105,606 -1,880	-2%	-$158K	0.52%	44
2022 Q3	$8.17M	Sell	107,486 -932	-0.9%	-$77.3K	0.46%	49
2022 Q2	$9.16M	Buy	108,418 +3,320	+3%	+$291K	0.48%	46
2022 Q1	$9.22M	Buy	105,098 +6,961	+7%	+$603K	0.41%	53
2021 Q4	$8.58M	Sell	98,137 -601	-0.6%	-$49.9K	0.39%	54
2021 Q3	$8.07M	Sell	98,738 -752	-0.8%	-$67.7K	0.37%	57
2021 Q2	$9.08M	Buy	99,490 +433	+0.4%	+$38.6K	0.4%	55
2021 Q1	$8.47M	Buy	99,057 +17,177	+21%	+$1.54M	0.4%	56
2020 Q4	$7.73M	Sell	81,880 -1,980	-2%	-$173K	0.38%	55
2020 Q3	$7.29M	Buy	83,860 +1,285	+2%	+$111K	0.5%	50
2020 Q2	$7.21M	Buy	82,575 +3,475	+4%	+$300K	0.41%	57
2020 Q1	$6.52M	Buy	79,100 +2,688	+4%	+$240K	0.44%	54
2019 Q4	$7.24M	Buy	76,412 +9,640	+14%	+$865K	0.39%	62
2019 Q3	$5.8M	Sell	66,772 -1,155	-2%	-$104K	0.28%	80
2019 Q2	$6.2M	Sell	67,927 -8,134	-11%	-$688K	0.3%	79
2019 Q1	$6.55M	Sell	76,061 -5,243	-6%	-$421K	0.31%	79
2018 Q4	$6.25M	Buy	81,304 +518	+0.6%	+$40.3K	0.33%	77
2018 Q3	$6.24M	Sell	80,786 -2,098	-3%	-$155K	0.26%	87
2018 Q2	$5.61M	Sell	82,884 -2,483	-3%	-$171K	0.26%	86
2018 Q1	$6.18M	Sell	85,367 -3,924	-4%	-$299K	0.3%	79
2017 Q4	$6.72M	Sell	89,291 -295	-0.3%	-$22.3K	0.31%	77
2017 Q3	$6.89M	Buy	89,586 +17,235	+24%	+$1.3M	0.36%	64
2017 Q2	$5.41M	Sell	72,351 -101	-0.1%	-$7.16K	0.29%	72
2017 Q1	$4.82M	Sell	72,452 -334	-0.5%	-$22.3K	0.26%	76
2016 Q4	$4.75M	Buy	72,786 +32,185	+79%	+$2.09M	0.26%	78
2016 Q3	$2.87M	Sell	40,601 -1,791	-4%	-$131K	0.16%	105
2016 Q2	$3.13M	Sell	42,392 -3,323	-7%	-$230K	0.18%	103
2016 Q1	$2.97M	Buy	45,715 +2,639	+6%	+$180K	0.19%	95
2015 Q4	$3.32M	Sell	43,076 -402	-0.9%	-$31.9K	0.21%	88
2015 Q3	$3.58M	Sell	43,478 -28	-0.1%	-$2.49K	0.23%	84
2015 Q2	$3.83M	Buy	43,506 +72	+0.2%	+$6.61K	0.21%	90
2015 Q1	$3.84M	Sell	43,434 -195	-0.4%	-$17.3K	0.21%	88
2014 Q4	$3.62M	Sell	43,629 -112	-0.3%	-$9.28K	0.21%	85
2014 Q3	$3.69M	Sell	43,741 -870	-2%	-$70.4K	0.2%	90
2014 Q2	$3.62M	Buy	44,611 +391	+0.9%	+$30.8K	0.18%	91
2014 Q1	$3.37M	Buy	44,220 +742	+2%	+$54.1K	0.18%	93
2013 Q4	$3.13M	Buy	43,478 +893	+2%	+$62.1K	0.17%	93
2013 Q3	$2.93M	Sell	42,585 -246	-0.6%	-$16.3K	0.18%	95
2013 Q2	$2.71M	Buy	+42,831	New	+$2.79M	0.17%	93

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ingalls & Snyder LLC's NVS Position: Q2 2026 in Review

Ingalls & Snyder LLC reduced its Novartis (NVS) stake by 0.95% in Q2 2026, selling an estimated $194K and leaving 134,587 shares worth $21.1M. The position accounts for 0.58% of the portfolio, ranked #35.

Ingalls & Snyder LLC first reported a position in NVS in Q2 2013 and has held it in 53 quarters since. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Ingalls & Snyder LLC held 134,587 shares of Novartis worth $21.1M as of Q2 2026.
Ingalls & Snyder LLC sold 1,295 Novartis shares in Q2 2026, an estimated $194K.
Novartis made up 0.58% of Ingalls & Snyder LLC's portfolio in Q2 2026, its #35 holding.
Ingalls & Snyder LLC first reported a position in Novartis in Q2 2013 and has held it in 53 quarters since.
1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Ingalls & Snyder LLC's 13F filing for Q2 2026, filed 14 Aug 2026.