Kayne Anderson Rudnick Investment Management’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.1M Buy
9,080
+55
+0.6% +$6.66K ﹤0.01% 377
2025
Q1
$1.01M Sell
9,025
-485
-5% -$54.1K ﹤0.01% 382
2024
Q4
$925K Sell
9,510
-390
-4% -$38K ﹤0.01% 390
2024
Q3
$1.14M Sell
9,900
-325
-3% -$37.4K ﹤0.01% 379
2024
Q2
$1.09M Sell
10,225
-369
-3% -$39.3K ﹤0.01% 388
2024
Q1
$1.02M Sell
10,594
-669
-6% -$64.7K ﹤0.01% 363
2023
Q4
$1.14M Sell
11,263
-2,795
-20% -$282K ﹤0.01% 357
2023
Q3
$1.43M Sell
14,058
-1,901
-12% -$194K ﹤0.01% 353
2023
Q2
$1.61M Buy
15,959
+469
+3% +$47.3K ﹤0.01% 344
2023
Q1
$1.43M Sell
15,490
-329
-2% -$30.3K ﹤0.01% 339
2022
Q4
$1.44M Buy
15,819
+1,399
+10% +$127K ﹤0.01% 343
2022
Q3
$1.1M Sell
14,420
-885
-6% -$67.3K ﹤0.01% 346
2022
Q2
$1.29M Buy
15,305
+427
+3% +$36.1K ﹤0.01% 332
2022
Q1
$1.31M Sell
14,878
-212
-1% -$18.6K ﹤0.01% 328
2021
Q4
$1.32M Sell
15,090
-849
-5% -$74.3K ﹤0.01% 334
2021
Q3
$1.3M Buy
15,939
+433
+3% +$35.4K ﹤0.01% 319
2021
Q2
$1.42M Sell
15,506
-119
-0.8% -$10.9K ﹤0.01% 314
2021
Q1
$1.34M Sell
15,625
-857
-5% -$73.3K ﹤0.01% 308
2020
Q4
$1.56M Sell
16,482
-468
-3% -$44.2K ﹤0.01% 303
2020
Q3
$1.47M Buy
16,950
+2,047
+14% +$178K 0.01% 292
2020
Q2
$1.3M Sell
14,903
-4,300
-22% -$376K 0.01% 296
2020
Q1
$1.58M Sell
19,203
-3,061
-14% -$252K 0.01% 271
2019
Q4
$2.11M Buy
22,264
+104
+0.5% +$9.85K 0.01% 273
2019
Q3
$1.93M Sell
22,160
-6,728
-23% -$585K 0.01% 270
2019
Q2
$2.64M Sell
28,888
-433
-1% -$39.5K 0.01% 251
2019
Q1
$2.53M Sell
29,321
-3,922
-12% -$338K 0.01% 234
2018
Q4
$2.56M Sell
33,243
-2,433
-7% -$187K 0.02% 245
2018
Q3
$2.75M Buy
35,676
+407
+1% +$31.4K 0.02% 235
2018
Q2
$2.39M Sell
35,269
-1,851
-5% -$125K 0.02% 241
2018
Q1
$2.69M Buy
37,120
+3,919
+12% +$284K 0.02% 225
2017
Q4
$2.5M Buy
33,201
+1,880
+6% +$141K 0.02% 242
2017
Q3
$2.41M Buy
31,321
+34
+0.1% +$2.62K 0.02% 240
2017
Q2
$2.34M Buy
31,287
+23
+0.1% +$1.72K 0.02% 238
2017
Q1
$2.08M Buy
31,264
+1,737
+6% +$116K 0.02% 254
2016
Q4
$1.93M Sell
29,527
-1,752
-6% -$114K 0.02% 258
2016
Q3
$2.21M Buy
31,279
+197
+0.6% +$13.9K 0.03% 241
2016
Q2
$2.3M Buy
31,082
+7,562
+32% +$559K 0.03% 224
2016
Q1
$1.53M Sell
23,520
-8,894
-27% -$577K 0.02% 246
2015
Q4
$2.5M Sell
32,414
-4,230
-12% -$326K 0.04% 205
2015
Q3
$3.02M Sell
36,644
-7,284
-17% -$600K 0.05% 189
2015
Q2
$3.87M Buy
43,928
+1,836
+4% +$162K 0.06% 178
2015
Q1
$3.72M Sell
42,092
-5,428
-11% -$480K 0.06% 178
2014
Q4
$3.95M Buy
47,520
+1,569
+3% +$130K 0.07% 176
2014
Q3
$3.88M Sell
45,951
-159,693
-78% -$13.5M 0.07% 173
2014
Q2
$16.7M Buy
205,644
+3,997
+2% +$324K 0.28% 101
2014
Q1
$15.4M Buy
201,647
+1,804
+0.9% +$137K 0.27% 104
2013
Q4
$14.4M Buy
199,843
+6,861
+4% +$494K 0.24% 108
2013
Q3
$13.3M Sell
192,982
-54
-0% -$3.71K 0.25% 104
2013
Q2
$12.2M Buy
+193,036
New +$12.2M 0.25% 108