Lido Advisors’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 | $5.3M | Sell |
34,678
-9,061
| -21% | -$1.39M | 0.02% | 444 |
|
|
2025
Q4 | $5.75M | Buy |
43,739
+643
| +1% | +$84.2K | 0.02% | 435 |
|
|
2025
Q3 | $5.53M | Buy |
43,096
+13,095
| +44% | +$1.6M | 0.02% | 424 |
|
|
2025
Q2 | $3.63M | Buy |
30,001
+13,881
| +86% | +$1.56M | 0.01% | 449 |
|
|
2025
Q1 | $1.86M | Sell |
16,120
-58
| -0.4% | -$6.17K | 0.01% | 557 |
|
|
2024
Q4 | $1.57M | Buy |
16,178
+1,081
| +7% | +$115K | 0.01% | 597 |
|
|
2024
Q3 | $1.74M | Buy |
15,097
+969
| +7% | +$110K | 0.01% | 510 |
|
|
2024
Q2 | $1.5M | Sell |
14,128
-400
| -3% | -$40.2K | 0.01% | 525 |
|
|
2024
Q1 | $1.46M | Buy |
14,528
+1,572
| +12% | +$161K | 0.01% | 522 |
|
|
2023
Q4 | $1.31M | Buy |
12,956
+854
| +7% | +$82.4K | 0.01% | 522 |
|
|
2023
Q3 | $1.23M | Buy |
12,102
+323
| +3% | +$32.8K | 0.01% | 484 |
|
|
2023
Q2 | $1.19M | Buy |
11,779
+4,469
| +61% | +$447K | 0.01% | 483 |
|
|
2023
Q1 | $673K | Buy |
7,310
+2,864
| +64% | +$250K | 0.01% | 583 |
|
|
2022
Q4 | $403K | Sell |
4,446
-1,836
| -29% | -$155K | ﹤0.01% | 683 |
|
|
2022
Q3 | $477K | Buy |
6,282
+938
| +18% | +$77.8K | 0.01% | 568 |
|
|
2022
Q2 | $451K | Sell |
5,344
-219
| -4% | -$19.2K | 0.01% | 580 |
|
|
2022
Q1 | $488K | Sell |
5,563
-250
| -4% | -$21.6K | 0.01% | 610 |
|
|
2021
Q4 | $508K | Sell |
5,813
-1,009
| -15% | -$83.8K | 0.01% | 612 |
|
|
2021
Q3 | $557K | Buy |
6,822
+231
| +4% | +$20.8K | 0.01% | 550 |
|
|
2021
Q2 | $601K | Sell |
6,591
-880
| -12% | -$78.4K | 0.01% | 491 |
|
|
2021
Q1 | $639K | Buy |
7,471
+2,401
| +47% | +$215K | 0.01% | 439 |
|
|
2020
Q4 | $478K | Sell |
5,070
-204
| -4% | -$17.8K | 0.01% | 487 |
|
|
2020
Q3 | $459K | Sell |
5,274
-27
| -0.5% | -$2.34K | 0.01% | 400 |
|
|
2020
Q2 | $463K | Buy |
5,301
+1,072
| +25% | +$92.5K | 0.01% | 364 |
|
|
2020
Q1 | $349K | Buy |
4,229
+91
| +2% | +$8.12K | 0.01% | 394 |
|
|
2019
Q4 | $392K | Buy |
4,138
+775
| +23% | +$69.5K | 0.02% | 437 |
|
|
2019
Q3 | $292K | Sell |
3,363
-181
| -5% | -$16.3K | 0.01% | 456 |
|
|
2019
Q2 | $323K | Sell |
3,544
-26
| -0.7% | -$2.2K | 0.02% | 408 |
|
|
2019
Q1 | $307K | Sell |
3,570
-238
| -6% | -$19.1K | 0.02% | 382 |
|
|
2018
Q4 | $292K | Buy |
3,808
+46
| +1% | +$3.58K | 0.03% | 319 |
|
|
2018
Q3 | $290K | Sell |
3,762
-82
| -2% | -$6.06K | 0.03% | 341 |
|
|
2018
Q2 | $260K | Buy |
3,844
+294
| +8% | +$20.3K | 0.03% | 339 |
|
|
2018
Q1 | $257K | Sell |
3,550
-28
| -0.8% | -$2.13K | 0.04% | 305 |
|
|
2017
Q4 | $269K | Buy |
+3,578
| New | +$270K | 0.04% | 247 |
|
Other funds holding NVS
Lido Advisors's NVS Position: Q1 2026 in Review
Lido Advisors reduced its Novartis (NVS) stake by 21% in Q1 2026, selling an estimated $1.39M and leaving 34,678 shares worth $5.3M. The position accounts for 0.02% of the portfolio, ranked #444.
Lido Advisors first reported a position in NVS in Q4 2017 and has held it in 34 quarters since. The position peaked at $5.75M in Q4 2025. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- Lido Advisors held 34,678 shares of Novartis worth $5.3M as of Q1 2026.
- Lido Advisors sold 9,061 Novartis shares in Q1 2026, an estimated $1.39M.
- Novartis made up 0.02% of Lido Advisors's portfolio in Q1 2026, its #444 holding.
- Lido Advisors first reported a position in Novartis in Q4 2017 and has held it in 34 quarters since.
- Lido Advisors's Novartis position peaked at $5.75M in Q4 2025.
- 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.