Level Four Advisory Services’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 | $2.65M | Sell |
17,332
-887
| -5% | -$136K | 0.09% | 262 |
|
|
2025
Q4 | $2.51M | Buy |
18,219
+175
| +1% | +$22.9K | 0.08% | 257 |
|
|
2025
Q3 | $2.31M | Buy |
18,044
+2,152
| +14% | +$263K | 0.08% | 259 |
|
|
2025
Q2 | $1.92M | Buy |
15,892
+4,596
| +41% | +$518K | 0.07% | 260 |
|
|
2025
Q1 | $1.26M | Buy |
11,296
+1,365
| +14% | +$145K | 0.05% | 307 |
|
|
2024
Q4 | $966K | Sell |
9,931
-48
| -0.5% | -$5.12K | 0.04% | 354 |
|
|
2024
Q3 | $1.08M | Sell |
9,979
-850
| -8% | -$96.4K | 0.05% | 333 |
|
|
2024
Q2 | $1.15M | Sell |
10,829
-754
| -7% | -$75.7K | 0.05% | 304 |
|
|
2024
Q1 | $1.17M | Buy |
11,583
+192
| +2% | +$19.7K | 0.06% | 274 |
|
|
2023
Q4 | $1.15M | Sell |
11,391
-709
| -6% | -$68.4K | 0.06% | 275 |
|
|
2023
Q3 | $1.23M | Sell |
12,100
-826
| -6% | -$83.8K | 0.08% | 254 |
|
|
2023
Q2 | $1.3M | Buy |
12,926
+1,838
| +17% | +$184K | 0.08% | 244 |
|
|
2023
Q1 | $1.02M | Buy |
11,088
+2,197
| +25% | +$192K | 0.07% | 275 |
|
|
2022
Q4 | $807K | Sell |
8,891
-2,700
| -23% | -$227K | 0.06% | 290 |
|
|
2022
Q3 | $881K | Sell |
11,591
-448
| -4% | -$37.1K | 0.09% | 226 |
|
|
2022
Q2 | $1.02M | Sell |
12,039
-1,526
| -11% | -$134K | 0.1% | 216 |
|
|
2022
Q1 | $1.19M | Buy |
13,565
+5,103
| +60% | +$442K | 0.09% | 216 |
|
|
2021
Q4 | $740K | Sell |
8,462
-2,523
| -23% | -$209K | 0.06% | 310 |
|
|
2021
Q3 | $898K | Buy |
10,985
+7,882
| +254% | +$709K | 0.09% | 203 |
|
|
2021
Q2 | $283K | Buy |
3,103
+72
| +2% | +$6.41K | 0.02% | 541 |
|
|
2021
Q1 | $259K | Sell |
3,031
-450
| -13% | -$40.4K | 0.02% | 536 |
|
|
2020
Q4 | $329K | Sell |
3,481
-108
| -3% | -$9.44K | 0.03% | 445 |
|
|
2020
Q3 | $312K | Sell |
3,589
-776
| -18% | -$67.2K | 0.02% | 429 |
|
|
2020
Q2 | $380K | Buy |
4,365
+297
| +7% | +$25.6K | 0.03% | 420 |
|
|
2020
Q1 | $332K | Buy |
4,068
+173
| +4% | +$15.4K | 0.04% | 370 |
|
|
2019
Q4 | $392K | Buy |
3,895
+272
| +8% | +$24.4K | 0.02% | 419 |
|
|
2019
Q3 | $315K | Sell |
3,623
-114
| -3% | -$10.2K | 0.03% | 391 |
|
|
2019
Q2 | $341K | Sell |
3,737
-209
| -5% | -$17.7K | 0.03% | 390 |
|
|
2019
Q1 | $340K | Sell |
3,946
-173
| -4% | -$13.9K | 0.04% | 383 |
|
|
2018
Q4 | $317K | Buy |
4,119
+976
| +31% | +$76K | 0.04% | 388 |
|
|
2018
Q3 | $243K | Sell |
3,143
-346
| -10% | -$25.6K | 0.03% | 510 |
|
|
2018
Q2 | $236K | Sell |
3,489
-90
| -3% | -$6.21K | 0.02% | 540 |
|
|
2018
Q1 | $259K | Sell |
3,579
-349
| -9% | -$26.6K | 0.02% | 461 |
|
|
2017
Q4 | $296K | Sell |
3,928
-15,903
| -80% | -$1.2M | 0.02% | 456 |
|
|
2017
Q3 | $1.53M | Buy |
19,831
+12,085
| +156% | +$913K | 0.14% | 146 |
|
|
2017
Q2 | $512K | Sell |
7,746
-3,953
| -34% | -$280K | 0.08% | 250 |
|
|
2017
Q1 | $775K | Buy |
11,699
+333
| +3% | +$22.2K | 0.08% | 248 |
|
|
2016
Q4 | $742K | Buy |
+11,366
| New | +$737K | 0.09% | 211 |
|
Other funds holding NVS
Level Four Advisory Services's NVS Position: Q1 2026 in Review
Level Four Advisory Services reduced its Novartis (NVS) stake by 4.9% in Q1 2026, selling an estimated $136K and leaving 17,332 shares worth $2.65M. The position accounts for 0.09% of the portfolio, ranked #262.
Level Four Advisory Services first reported a position in NVS in Q4 2016 and has held it in 38 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- Level Four Advisory Services held 17,332 shares of Novartis worth $2.65M as of Q1 2026.
- Level Four Advisory Services sold 887 Novartis shares in Q1 2026, an estimated $136K.
- Novartis made up 0.09% of Level Four Advisory Services's portfolio in Q1 2026, its #262 holding.
- Level Four Advisory Services first reported a position in Novartis in Q4 2016 and has held it in 38 quarters since.
- 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.