Insigneo Advisory Services’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
$931K Buy
6,093
+860
+16% +$132K 0.07% 228
2025
Q4
$721K Buy
5,233
+163
+3% +$21.3K 0.05% 273
2025
Q3
$650K Buy
5,070
+690
+16% +$84.2K 0.05% 298
2025
Q2
$530K Sell
4,380
-98
-2% -$11K 0.05% 330
2025
Q1
$499K Sell
4,478
-144
-3% -$15.3K 0.05% 306
2024
Q4
$450K Buy
4,622
+67
+1% +$7.14K 0.05% 319
2024
Q3
$524K Buy
4,555
+75
+2% +$8.51K 0.05% 305
2024
Q2
$492K Sell
4,480
-312
-7% -$31.3K 0.06% 298
2024
Q1
$464K Buy
4,792
+226
+5% +$23.2K 0.06% 280
2023
Q4
$461K Buy
4,566
+631
+16% +$60.9K 0.06% 256
2023
Q3
$401K Buy
3,935
+615
+19% +$62.4K 0.08% 229
2023
Q2
$335K Buy
+3,320
New +$332K 0.06% 263

Other funds holding NVS

Insigneo Advisory Services's NVS Position: Q1 2026 in Review

Insigneo Advisory Services increased its Novartis (NVS) stake by 16% in Q1 2026, buying an estimated $132K and bringing the position to 6,093 shares worth $931K. The position accounts for 0.07% of the portfolio, ranked #228.

Insigneo Advisory Services first reported a position in NVS in Q2 2023 and has held it in 12 quarters since. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Insigneo Advisory Services held 6,093 shares of Novartis worth $931K as of Q1 2026.
  • Insigneo Advisory Services bought 860 Novartis shares in Q1 2026, an estimated $132K.
  • Novartis made up 0.07% of Insigneo Advisory Services's portfolio in Q1 2026, its #228 holding.
  • Insigneo Advisory Services first reported a position in Novartis in Q2 2023 and has held it in 12 quarters since.
  • 1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.