Koshinski Asset Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $365K | Buy |
2,330
+15
| +0.6% | +$2.25K | 0.02% | 544 |
|
|
2026
Q1 | $354K | Buy |
2,315
+220
| +11% | +$33.7K | 0.02% | 529 |
|
|
2025
Q4 | $289K | Buy |
2,095
+25
| +1% | +$3.27K | 0.02% | 573 |
|
|
2025
Q3 | $265K | Buy |
2,070
+104
| +5% | +$12.7K | 0.02% | 608 |
|
|
2025
Q2 | $238K | Sell |
1,966
-171
| -8% | -$19.3K | 0.02% | 598 |
|
|
2025
Q1 | $238K | Hold |
2,137
| – | – | 0.02% | 553 |
|
|
2024
Q4 | $208M | Buy |
2,137
+131
| +7% | +$14K | 0.02% | 595 |
|
|
2024
Q3 | $231K | Sell |
2,006
-109
| -5% | -$12.4K | 0.02% | 556 |
|
|
2024
Q2 | $229K | Buy |
2,115
+35
| +2% | +$3.51K | 0.02% | 535 |
|
|
2024
Q1 | $201K | Sell |
2,080
-452
| -18% | -$46.3K | 0.02% | 547 |
|
|
2023
Q4 | $256K | Buy |
2,532
+435
| +21% | +$42K | 0.04% | 428 |
|
|
2023
Q3 | $214K | Hold |
2,097
| – | – | 0.02% | 512 |
|
|
2023
Q2 | $212K | Sell |
2,097
-738
| -26% | -$73.8K | 0.02% | 549 |
|
|
2023
Q1 | $261K | Sell |
2,835
-169
| -6% | -$14.8K | 0.03% | 456 |
|
|
2022
Q4 | $273K | Buy |
3,004
+33
| +1% | +$2.78K | 0.03% | 483 |
|
|
2022
Q3 | $226K | Sell |
2,971
-744
| -20% | -$61.7K | 0.03% | 473 |
|
|
2022
Q2 | $314K | Sell |
3,715
-404
| -10% | -$35.4K | 0.03% | 455 |
|
|
2022
Q1 | $361K | Buy |
4,119
+85
| +2% | +$7.36K | 0.03% | 449 |
|
|
2021
Q4 | $353K | Buy |
4,034
+40
| +1% | +$3.32K | 0.03% | 479 |
|
|
2021
Q3 | $327K | Buy |
3,994
+1,182
| +42% | +$106K | 0.03% | 486 |
|
|
2021
Q2 | $257K | Sell |
2,812
-1,006
| -26% | -$89.6K | 0.03% | 480 |
|
|
2021
Q1 | $326K | Buy |
3,818
+582
| +18% | +$52.2K | 0.03% | 456 |
|
|
2020
Q4 | $306K | Sell |
3,236
-58
| -2% | -$5.07K | 0.04% | 430 |
|
|
2020
Q3 | $291 | Buy |
3,294
+10
| +0.3% | +$866 | 0.04% | 397 |
|
|
2020
Q2 | $287K | Buy |
3,284
+48
| +1% | +$4.14K | 0.05% | 396 |
|
|
2020
Q1 | $267K | Buy |
3,236
+140
| +5% | +$12.5K | 0.06% | 364 |
|
|
2019
Q4 | $293K | Buy |
+3,096
| New | +$278K | 0.05% | 408 |
|
|
2019
Q2 | – | Sell |
-3,186
| Closed | -$274 | – | 344 |
|
|
2019
Q1 | $274 | Sell |
3,186
-800
| -20% | -$64.2K | 0.07% | 304 |
|
|
2018
Q4 | $307K | Sell |
3,986
-1,470
| -27% | -$114K | 0.08% | 295 |
|
|
2018
Q3 | $421K | Buy |
+5,456
| New | +$403K | 0.06% | 361 |
|
|
2018
Q1 | – | Sell |
-2,798
| Closed | -$210K | – | 404 |
|
|
2017
Q4 | $210K | Buy |
+2,798
| New | +$211K | 0.05% | 404 |
|
Other funds holding NVS
Koshinski Asset Management's NVS Position: Q2 2026 in Review
Koshinski Asset Management increased its Novartis (NVS) stake by 0.65% in Q2 2026, buying an estimated $2.25K and bringing the position to 2,330 shares worth $365K. The position accounts for 0.02% of the portfolio, ranked #544.
Koshinski Asset Management first reported a position in NVS in Q4 2017 and has held it in 31 quarters since. The position peaked at $208M in Q4 2024. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- Koshinski Asset Management held 2,330 shares of Novartis worth $365K as of Q2 2026.
- Koshinski Asset Management bought 15 Novartis shares in Q2 2026, an estimated $2.25K.
- Novartis made up 0.02% of Koshinski Asset Management's portfolio in Q2 2026, its #544 holding.
- Koshinski Asset Management first reported a position in Novartis in Q4 2017 and has held it in 31 quarters since.
- Koshinski Asset Management's Novartis position peaked at $208M in Q4 2024.
- 1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.