Janney Montgomery Scott’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 | $47.6M | Sell |
311,826
-8,029
| -3% | -$1.23M | 0.12% | 176 |
|
|
2025
Q4 | $44.1M | Buy |
319,855
+6,573
| +2% | +$861K | 0.1% | 199 |
|
|
2025
Q3 | $40.2M | Buy |
313,282
+2,893
| +0.9% | +$353K | 0.1% | 208 |
|
|
2025
Q2 | $37.6M | Buy |
310,389
+86,351
| +39% | +$9.73M | 0.1% | 209 |
|
|
2025
Q1 | $25M | Sell |
224,038
-25,584
| -10% | -$2.72M | 0.07% | 272 |
|
|
2024
Q4 | $24.3M | Buy |
249,622
+4,624
| +2% | +$493K | 0.07% | 285 |
|
|
2024
Q3 | $28.2M | Sell |
244,998
-3,913
| -2% | -$444K | 0.08% | 263 |
|
|
2024
Q2 | $26.5M | Sell |
248,911
-3,850
| -2% | -$386K | 0.08% | 256 |
|
|
2024
Q1 | $24.4M | Sell |
252,761
-6,795
| -3% | -$697K | 0.07% | 271 |
|
|
2023
Q4 | $26.2M | Sell |
259,556
-7,345
| -3% | -$709K | 0.09% | 236 |
|
|
2023
Q3 | $27.2M | Sell |
266,901
-10,995
| -4% | -$1.12M | 0.1% | 192 |
|
|
2023
Q2 | $28M | Buy |
277,896
+4,928
| +2% | +$493K | 0.1% | 199 |
|
|
2023
Q1 | $25.1M | Sell |
272,968
-32,341
| -11% | -$2.82M | 0.1% | 192 |
|
|
2022
Q4 | $27.7M | Buy |
305,309
+5,673
| +2% | +$478K | 0.11% | 183 |
|
|
2022
Q3 | $22.8M | Buy |
299,636
+4,840
| +2% | +$401K | 0.1% | 203 |
|
|
2022
Q2 | $24.9M | Buy |
294,796
+2,235
| +0.8% | +$196K | 0.11% | 187 |
|
|
2022
Q1 | $25.7M | Buy |
292,561
+46,946
| +19% | +$4.06M | 0.11% | 190 |
|
|
2021
Q4 | $21.5M | Sell |
245,615
-1,599
| -0.6% | -$133K | 0.08% | 218 |
|
|
2021
Q3 | $20.2M | Buy |
247,214
+9,389
| +4% | +$845K | 0.09% | 217 |
|
|
2021
Q2 | $21.7M | Buy |
237,825
+7,150
| +3% | +$637K | 0.1% | 198 |
|
|
2021
Q1 | $19.7M | Sell |
230,675
-1,519
| -0.7% | -$136K | 0.1% | 199 |
|
|
2020
Q4 | $21.9M | Sell |
232,194
-8,433
| -4% | -$737K | 0.11% | 187 |
|
|
2020
Q3 | $20.9M | Sell |
240,627
-4,812
| -2% | -$417K | 0.12% | 173 |
|
|
2020
Q2 | $21.4M | Sell |
245,439
-9,365
| -4% | -$808K | 0.14% | 170 |
|
|
2020
Q1 | $21M | Sell |
254,804
-2,550
| -1% | -$228K | 0.17% | 148 |
|
|
2019
Q4 | $24.4M | Buy |
257,354
+9,103
| +4% | +$817K | 0.16% | 150 |
|
|
2019
Q3 | $21.6M | Buy |
248,251
+5,423
| +2% | +$487K | 0.16% | 155 |
|
|
2019
Q2 | $22.2M | Sell |
242,828
-13,562
| -5% | -$1.15M | 0.17% | 140 |
|
|
2019
Q1 | $22.1M | Buy |
256,390
+15,617
| +6% | +$1.25M | 0.18% | 135 |
|
|
2018
Q4 | $18.5M | Buy |
240,773
+6,256
| +3% | +$487K | 0.18% | 130 |
|
|
2018
Q3 | $18.1M | Buy |
234,517
+27,466
| +13% | +$2.03M | 0.16% | 145 |
|
|
2018
Q2 | $14M | Sell |
207,051
-1,317
| -0.6% | -$90.9K | 0.13% | 177 |
|
|
2018
Q1 | $15.1M | Buy |
208,368
+10,888
| +6% | +$829K | 0.15% | 152 |
|
|
2017
Q4 | $14.9M | Buy |
197,480
+13,843
| +8% | +$1.04M | 0.15% | 155 |
|
|
2017
Q3 | $14.1M | Buy |
183,637
+9,732
| +6% | +$735K | 0.16% | 145 |
|
|
2017
Q2 | $13M | Sell |
173,905
-2,455
| -1% | -$174K | 0.16% | 147 |
|
|
2017
Q1 | $11.7M | Buy |
176,360
+31,147
| +21% | +$2.08M | 0.16% | 156 |
|
|
2016
Q4 | $9.48M | Buy |
145,213
+68,564
| +89% | +$4.45M | 0.14% | 177 |
|
|
2016
Q3 | $5.42M | Buy |
+76,649
| New | +$5.59M | 0.1% | 232 |
|
|
2016
Q2 | – | Sell |
-64,285
| Closed | -$4.17M | – | 1009 |
|
|
2016
Q1 | $4.17M | Sell |
64,285
-17,175
| -21% | -$1.17M | 0.11% | 196 |
|
|
2015
Q4 | $6.28M | Sell |
81,460
-8,194
| -9% | -$651K | 0.16% | 152 |
|
|
2015
Q3 | $7.38M | Buy |
89,654
+6,936
| +8% | +$617K | 0.21% | 116 |
|
|
2015
Q2 | $7.29M | Buy |
82,718
+5,006
| +6% | +$459K | 0.15% | 153 |
|
|
2015
Q1 | $6.87M | Buy |
77,712
+4,971
| +7% | +$441K | 0.13% | 196 |
|
|
2014
Q4 | $6.04M | Buy |
72,741
+4,349
| +6% | +$360K | 0.12% | 208 |
|
|
2014
Q3 | $5.77M | Buy |
68,392
+7,839
| +13% | +$634K | 0.12% | 207 |
|
|
2014
Q2 | $4.91M | Buy |
60,553
+13,668
| +29% | +$1.08M | 0.11% | 228 |
|
|
2014
Q1 | $3.57M | Buy |
46,885
+1,810
| +4% | +$132K | 0.09% | 289 |
|
|
2013
Q4 | $3.25M | Sell |
45,075
-6,100
| -12% | -$424K | 0.09% | 285 |
|
|
2013
Q3 | $3.52M | Buy |
51,175
+42,423
| +485% | +$2.81M | 0.11% | 228 |
|
|
2013
Q2 | $555K | Buy |
+8,752
| New | +$569K | 0.06% | 375 |
|
Other funds holding NVS
Janney Montgomery Scott's NVS Position: Q1 2026 in Review
Janney Montgomery Scott reduced its Novartis (NVS) stake by 2.5% in Q1 2026, selling an estimated $1.23M and leaving 311,826 shares worth $47.6M. The position accounts for 0.12% of the portfolio, ranked #176.
Janney Montgomery Scott first reported a position in NVS in Q2 2013 and has held it in 51 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- Janney Montgomery Scott held 311,826 shares of Novartis worth $47.6M as of Q1 2026.
- Janney Montgomery Scott sold 8,029 Novartis shares in Q1 2026, an estimated $1.23M.
- Novartis made up 0.12% of Janney Montgomery Scott's portfolio in Q1 2026, its #176 holding.
- Janney Montgomery Scott first reported a position in Novartis in Q2 2013 and has held it in 51 quarters since.
- 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.