LaFleur & Godfrey’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 | $479K | Sell |
3,058
-279
| -8% | -$41.8K | 0.06% | 107 |
|
|
2026
Q1 | $510K | Hold |
3,337
| – | – | 0.06% | 102 |
|
|
2025
Q4 | $460K | Hold |
3,337
| – | – | 0.06% | 109 |
|
|
2025
Q3 | $428K | Sell |
3,337
-160
| -5% | -$19.5K | 0.05% | 110 |
|
|
2025
Q2 | $423K | Hold |
3,497
| – | – | 0.05% | 112 |
|
|
2025
Q1 | $390K | Hold |
3,497
| – | – | 0.05% | 110 |
|
|
2024
Q4 | $340K | Hold |
3,497
| – | – | 0.05% | 115 |
|
|
2024
Q3 | $402K | Hold |
3,497
| – | – | 0.06% | 109 |
|
|
2024
Q2 | $372K | Buy |
3,497
+599
| +21% | +$60.1K | 0.05% | 109 |
|
|
2024
Q1 | $280K | Sell |
2,898
-599
| -17% | -$61.4K | 0.04% | 113 |
|
|
2023
Q4 | $353K | Sell |
3,497
-475
| -12% | -$45.8K | 0.05% | 100 |
|
|
2023
Q3 | $405K | Hold |
3,972
| – | – | 0.06% | 95 |
|
|
2023
Q2 | $401K | Sell |
3,972
-700
| -15% | -$70K | 0.06% | 95 |
|
|
2023
Q1 | $430K | Sell |
4,672
-300
| -6% | -$26.2K | 0.07% | 95 |
|
|
2022
Q4 | $451K | Buy |
4,972
+599
| +14% | +$50.5K | 0.08% | 92 |
|
|
2022
Q3 | $332K | Sell |
4,373
-2,126
| -33% | -$176K | 0.06% | 101 |
|
|
2022
Q2 | $549K | Hold |
6,499
| – | – | 0.09% | 90 |
|
|
2022
Q1 | $570K | Sell |
6,499
-9,340
| -59% | -$809K | 0.08% | 94 |
|
|
2021
Q4 | $1.39M | Sell |
15,839
-520
| -3% | -$43.2K | 0.18% | 82 |
|
|
2021
Q3 | $1.34M | Buy |
16,359
+478
| +3% | +$43K | 0.18% | 84 |
|
|
2021
Q2 | $1.45M | Sell |
15,881
-100
| -0.6% | -$8.9K | 0.21% | 79 |
|
|
2021
Q1 | $1.37M | Sell |
15,981
-1,887
| -11% | -$169K | 0.27% | 61 |
|
|
2020
Q4 | $1.69M | Sell |
17,868
-2,142
| -11% | -$187K | 0.35% | 52 |
|
|
2020
Q3 | $1.74M | Sell |
20,010
-73,240
| -79% | -$6.34M | 0.39% | 48 |
|
|
2020
Q2 | $8.14M | Sell |
93,250
-5,784
| -6% | -$499K | 2.08% | 21 |
|
|
2020
Q1 | $8.16M | Buy |
99,034
+27,995
| +39% | +$2.5M | 2.43% | 14 |
|
|
2019
Q4 | $6.73M | Buy |
71,039
+4,212
| +6% | +$378K | 1.52% | 27 |
|
|
2019
Q3 | $5.81M | Sell |
66,827
-3,669
| -5% | -$329K | 1.42% | 30 |
|
|
2019
Q2 | $6.44M | Sell |
70,496
-5,298
| -7% | -$448K | 1.61% | 25 |
|
|
2019
Q1 | $6.53M | Buy |
75,794
+19,954
| +36% | +$1.6M | 1.69% | 24 |
|
|
2018
Q4 | $4.29M | Sell |
55,840
-101
| -0.2% | -$7.86K | 1.21% | 33 |
|
|
2018
Q3 | $4.32M | Sell |
55,941
-1,460
| -3% | -$108K | 1.04% | 34 |
|
|
2018
Q2 | $3.88M | Buy |
57,401
+1,389
| +2% | +$95.9K | 0.97% | 36 |
|
|
2018
Q1 | $4.06M | Buy |
56,012
+3,870
| +7% | +$295K | 1.02% | 37 |
|
|
2017
Q4 | $3.92M | Buy |
52,142
+2,208
| +4% | +$167K | 0.96% | 38 |
|
|
2017
Q3 | $3.84M | Sell |
49,934
-1,816
| -4% | -$137K | 1.01% | 37 |
|
|
2017
Q2 | $3.87M | Hold |
51,750
| – | – | 1.02% | 37 |
|
|
2017
Q1 | $3.44M | Sell |
51,750
-1,177
| -2% | -$78.4K | 0.93% | 40 |
|
|
2016
Q4 | $3.46M | Hold |
52,927
| – | – | 0.97% | 39 |
|
|
2016
Q3 | $3.75M | Sell |
52,927
-129
| -0.2% | -$9.4K | 1.08% | 31 |
|
|
2016
Q2 | $3.92M | Hold |
53,056
| – | – | 1.16% | 29 |
|
|
2016
Q1 | $3.44M | Sell |
53,056
-528
| -1% | -$35.9K | 1.05% | 34 |
|
|
2015
Q4 | $4.13M | Sell |
53,584
-1,367
| -2% | -$109K | 1.22% | 30 |
|
|
2015
Q3 | $4.53M | Sell |
54,951
-1,064
| -2% | -$94.7K | 1.35% | 28 |
|
|
2015
Q2 | $4.94M | Sell |
56,015
-3,212
| -5% | -$295K | 1.37% | 28 |
|
|
2015
Q1 | $5.23M | Sell |
59,227
-741
| -1% | -$65.7K | 1.4% | 26 |
|
|
2014
Q4 | $4.98M | Buy |
59,968
+217
| +0.4% | +$18K | 1.33% | 28 |
|
|
2014
Q3 | $5.04M | Sell |
59,751
-1,746
| -3% | -$141K | 1.38% | 23 |
|
|
2014
Q2 | $4.99M | Sell |
61,497
-2,415
| -4% | -$190K | 1.33% | 29 |
|
|
2014
Q1 | $4.87M | Sell |
63,912
-489
| -0.8% | -$35.6K | 1.34% | 27 |
|
|
2013
Q4 | $4.64M | Sell |
64,401
-1,439
| -2% | -$100K | 1.28% | 28 |
|
|
2013
Q3 | $4.53M | Hold |
65,840
| – | – | 1.3% | 27 |
|
|
2013
Q2 | $4.17M | Buy |
+65,840
| New | +$4.28M | 1.24% | 28 |
|
Other funds holding NVS
LaFleur & Godfrey's NVS Position: Q2 2026 in Review
LaFleur & Godfrey reduced its Novartis (NVS) stake by 8.4% in Q2 2026, selling an estimated $41.8K and leaving 3,058 shares worth $479K. The position accounts for 0.06% of the portfolio, ranked #107.
LaFleur & Godfrey first reported a position in NVS in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.16M in Q1 2020. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- LaFleur & Godfrey held 3,058 shares of Novartis worth $479K as of Q2 2026.
- LaFleur & Godfrey sold 279 Novartis shares in Q2 2026, an estimated $41.8K.
- Novartis made up 0.06% of LaFleur & Godfrey's portfolio in Q2 2026, its #107 holding.
- LaFleur & Godfrey first reported a position in Novartis in Q2 2013 and has held it in 53 quarters since.
- LaFleur & Godfrey's Novartis position peaked at $8.16M in Q1 2020.
- 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on LaFleur & Godfrey's 13F filing for Q2 2026, filed 15 Jul 2026.