Kurt F. Somerville’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 | $1.59M | Sell |
10,438
-540
| -5% | -$82.8K | 0.42% | 42 |
|
|
2025
Q4 | $1.51M | Sell |
10,978
-2,345
| -18% | -$307K | 0.26% | 44 |
|
|
2025
Q3 | $1.71M | Sell |
13,323
-1,000
| -7% | -$122K | 0.28% | 45 |
|
|
2025
Q2 | $1.73M | Sell |
14,323
-1,770
| -11% | -$200K | 0.29% | 44 |
|
|
2025
Q1 | $1.79M | Sell |
16,093
-1,035
| -6% | -$110K | 0.31% | 43 |
|
|
2024
Q4 | $1.67M | Sell |
17,128
-7,980
| -32% | -$851K | 0.28% | 43 |
|
|
2024
Q3 | $2.89M | Sell |
25,108
-6,117
| -20% | -$694K | 0.46% | 39 |
|
|
2024
Q2 | $3.32M | Sell |
31,225
-22,259
| -42% | -$2.23M | 0.56% | 38 |
|
|
2024
Q1 | $5.17M | Sell |
53,484
-42,365
| -44% | -$4.34M | 0.89% | 31 |
|
|
2023
Q4 | $9.68M | Sell |
95,849
-28,508
| -23% | -$2.75M | 1.82% | 23 |
|
|
2023
Q3 | $12.7M | Sell |
124,357
-4,593
| -4% | -$466K | 2.55% | 19 |
|
|
2023
Q2 | $13M | Sell |
128,950
-15,440
| -11% | -$1.54M | 2.48% | 19 |
|
|
2023
Q1 | $13.3M | Buy |
144,390
+785
| +0.5% | +$68.6K | 2.42% | 18 |
|
|
2022
Q4 | $13M | Sell |
143,605
-10,295
| -7% | -$867K | 2.53% | 18 |
|
|
2022
Q3 | $11.7M | Sell |
153,900
-1,155
| -0.7% | -$95.7K | 2.35% | 18 |
|
|
2022
Q2 | $13.1M | Sell |
155,055
-6,457
| -4% | -$566K | 2.49% | 17 |
|
|
2022
Q1 | $14.2M | Sell |
161,512
-13,140
| -8% | -$1.14M | 2.28% | 20 |
|
|
2021
Q4 | $15.3M | Sell |
174,652
-5,234
| -3% | -$435K | 2.12% | 20 |
|
|
2021
Q3 | $14.7M | Sell |
179,886
-738
| -0.4% | -$66.4K | 2.23% | 21 |
|
|
2021
Q2 | $16.5M | Sell |
180,624
-630
| -0.3% | -$56.1K | 2.46% | 19 |
|
|
2021
Q1 | $15.5M | Buy |
181,254
+2,170
| +1% | +$195K | 2.45% | 19 |
|
|
2020
Q4 | $16.9M | Buy |
179,084
+1,700
| +1% | +$149K | 2.75% | 17 |
|
|
2020
Q3 | $15.4M | Buy |
177,384
+828
| +0.5% | +$71.7K | 2.72% | 15 |
|
|
2020
Q2 | $15.4M | Buy |
176,556
+185
| +0.1% | +$16K | 2.84% | 15 |
|
|
2020
Q1 | $14.5M | Buy |
176,371
+4,035
| +2% | +$360K | 3.22% | 14 |
|
|
2019
Q4 | $16.3M | Sell |
172,336
-1,572
| -0.9% | -$141K | 3.06% | 14 |
|
|
2019
Q3 | $15.1M | Sell |
173,908
-376
| -0.2% | -$33.8K | 2.99% | 15 |
|
|
2019
Q2 | $15.9M | Sell |
174,284
-26,040
| -13% | -$2.2M | 3.16% | 12 |
|
|
2019
Q1 | $17.3M | Buy |
200,324
+246
| +0.1% | +$19.7K | 3.42% | 8 |
|
|
2018
Q4 | $15.4M | Buy |
200,078
+1,094
| +0.5% | +$85.2K | 3.53% | 8 |
|
|
2018
Q3 | $15.4M | Buy |
198,984
+3,444
| +2% | +$255K | 3.07% | 11 |
|
|
2018
Q2 | $13.2M | Buy |
195,540
+2,091
| +1% | +$144K | 2.92% | 12 |
|
|
2018
Q1 | $14M | Sell |
193,449
-8,326
| -4% | -$634K | 3.1% | 12 |
|
|
2017
Q4 | $15.2M | Sell |
201,775
-16,006
| -7% | -$1.21M | 3.14% | 10 |
|
|
2017
Q3 | $16.8M | Buy |
217,781
+1,066
| +0.5% | +$80.5K | 3.34% | 10 |
|
|
2017
Q2 | $16.2M | Buy |
216,715
+3,303
| +2% | +$234K | 3.31% | 11 |
|
|
2017
Q1 | $14.2M | Sell |
213,412
-4,149
| -2% | -$276K | 3% | 12 |
|
|
2016
Q4 | $14.2M | Sell |
217,561
-1,647
| -0.8% | -$107K | 3.15% | 12 |
|
|
2016
Q3 | $15.5M | Buy |
219,208
+7,812
| +4% | +$569K | 3.38% | 9 |
|
|
2016
Q2 | $15.6M | Buy |
211,396
+5,946
| +3% | +$411K | 3.51% | 9 |
|
|
2016
Q1 | $13.3M | Buy |
205,450
+2,024
| +1% | +$138K | 3.04% | 11 |
|
|
2015
Q4 | $15.7M | Buy |
203,426
+16,215
| +9% | +$1.29M | 3.58% | 5 |
|
|
2015
Q3 | $15.4M | Sell |
187,211
-951
| -0.5% | -$84.6K | 3.93% | 3 |
|
|
2015
Q2 | $16.6M | Buy |
188,162
+1,826
| +1% | +$168K | 3.83% | 3 |
|
|
2015
Q1 | $16.5M | Buy |
186,336
+20,123
| +12% | +$1.78M | 3.74% | 3 |
|
|
2014
Q4 | $13.8M | Buy |
166,213
+55,430
| +50% | +$4.59M | 3.43% | 6 |
|
|
2014
Q3 | $9.34M | Sell |
110,783
-1,337
| -1% | -$108K | 3.77% | 5 |
|
|
2014
Q2 | $9.1M | Sell |
112,120
-1,055
| -0.9% | -$83K | 3.55% | 5 |
|
|
2014
Q1 | $8.62M | Sell |
113,175
-6,077
| -5% | -$443K | 3.43% | 7 |
|
|
2013
Q4 | $8.59M | Sell |
119,252
-4,771
| -4% | -$332K | 3.29% | 8 |
|
|
2013
Q3 | $8.52M | Buy |
124,023
+491
| +0.4% | +$32.5K | 3.4% | 7 |
|
|
2013
Q2 | $7.83M | Buy |
+123,532
| New | +$8.04M | 3.29% | 8 |
|
Other funds holding NVS
Kurt F. Somerville's NVS Position: Q1 2026 in Review
Kurt F. Somerville reduced its Novartis (NVS) stake by 4.9% in Q1 2026, selling an estimated $82.8K and leaving 10,438 shares worth $1.59M. The position accounts for 0.42% of the portfolio, ranked #42.
Kurt F. Somerville first reported a position in NVS in Q2 2013 and has held it in 52 quarters since. The position peaked at $17.3M in Q1 2019. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- Kurt F. Somerville held 10,438 shares of Novartis worth $1.59M as of Q1 2026.
- Kurt F. Somerville sold 540 Novartis shares in Q1 2026, an estimated $82.8K.
- Novartis made up 0.42% of Kurt F. Somerville's portfolio in Q1 2026, its #42 holding.
- Kurt F. Somerville first reported a position in Novartis in Q2 2013 and has held it in 52 quarters since.
- Kurt F. Somerville's Novartis position peaked at $17.3M in Q1 2019.
- 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on Kurt F. Somerville's 13F filing for Q1 2026, filed 8 May 2026.