Loring Wolcott & Coolidge Fiduciary 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
Q2 | $1.87M | Buy |
11,917
+4,919
| +70% | +$737K | 0.02% | 131 |
|
|
2026
Q1 | $1.08M | Buy |
6,998
+22
| +0.3% | +$3.37K | 0.01% | 157 |
|
|
2025
Q4 | $1.06M | Buy |
6,976
+425
| +6% | +$55.7K | 0.01% | 161 |
|
|
2025
Q3 | $862K | Hold |
6,551
| – | – | 0.01% | 188 |
|
|
2025
Q2 | $793K | Hold |
6,551
| – | – | 0.01% | 171 |
|
|
2025
Q1 | $721K | Sell |
6,551
-340
| -5% | -$36.2K | 0.01% | 180 |
|
|
2024
Q4 | $713K | Sell |
6,891
-605
| -8% | -$64.5K | 0.01% | 193 |
|
|
2024
Q3 | $848K | Hold |
7,496
| – | – | 0.01% | 180 |
|
|
2024
Q2 | $829K | Buy |
7,496
+400
| +6% | +$40.2K | 0.01% | 166 |
|
|
2024
Q1 | $675K | Sell |
7,096
-715
| -9% | -$73.3K | 0.01% | 181 |
|
|
2023
Q4 | $808K | Hold |
7,811
| – | – | 0.01% | 168 |
|
|
2023
Q3 | $735K | Sell |
7,811
-434
| -5% | -$44.1K | 0.01% | 168 |
|
|
2023
Q2 | $832K | Sell |
8,245
-625
| -7% | -$62.5K | 0.01% | 161 |
|
|
2023
Q1 | $816K | Sell |
8,870
-1,175
| -12% | -$103K | 0.01% | 164 |
|
|
2022
Q4 | $911K | Hold |
10,045
| – | – | 0.01% | 156 |
|
|
2022
Q3 | $764K | Sell |
10,045
-898
| -8% | -$74.4K | 0.01% | 160 |
|
|
2022
Q2 | $925K | Sell |
10,943
-980
| -8% | -$86K | 0.01% | 159 |
|
|
2022
Q1 | $1.05M | Buy |
11,923
+50
| +0.4% | +$4.33K | 0.01% | 158 |
|
|
2021
Q4 | $1.04M | Sell |
11,873
-2,153
| -15% | -$179K | 0.01% | 174 |
|
|
2021
Q3 | $1.15M | Sell |
14,026
-1,735
| -11% | -$156K | 0.01% | 157 |
|
|
2021
Q2 | $1.44M | Buy |
15,761
+197
| +1% | +$17.5K | 0.01% | 150 |
|
|
2021
Q1 | $1.33M | Sell |
15,564
-3,920
| -20% | -$352K | 0.01% | 144 |
|
|
2020
Q4 | $1.84M | Sell |
19,484
-1,574
| -7% | -$138K | 0.02% | 121 |
|
|
2020
Q3 | $1.83M | Sell |
21,058
-800
| -4% | -$69.3K | 0.02% | 112 |
|
|
2020
Q2 | $1.91M | Buy |
21,858
+972
| +5% | +$83.9K | 0.03% | 112 |
|
|
2020
Q1 | $1.72M | Sell |
20,886
-590
| -3% | -$52.6K | 0.03% | 111 |
|
|
2019
Q4 | $2.03M | Sell |
21,476
-10,865
| -34% | -$975K | 0.03% | 117 |
|
|
2019
Q3 | $2.81M | Buy |
32,341
+2,566
| +9% | +$230K | 0.04% | 101 |
|
|
2019
Q2 | $2.72M | Sell |
29,775
-9,802
| -25% | -$830K | 0.04% | 104 |
|
|
2019
Q1 | $3.41M | Sell |
39,577
-4,638
| -10% | -$372K | 0.05% | 102 |
|
|
2018
Q4 | $3.4M | Sell |
44,215
-1,521
| -3% | -$118K | 0.06% | 97 |
|
|
2018
Q3 | $3.53M | Sell |
45,736
-1,876
| -4% | -$139K | 0.06% | 100 |
|
|
2018
Q2 | $3.22M | Sell |
47,612
-14,839
| -24% | -$1.02M | 0.06% | 102 |
|
|
2018
Q1 | $4.52M | Sell |
62,451
-25,017
| -29% | -$1.9M | 0.08% | 94 |
|
|
2017
Q4 | $6.58M | Sell |
87,468
-8,858
| -9% | -$668K | 0.12% | 86 |
|
|
2017
Q3 | $7.41M | Sell |
96,326
-1,556
| -2% | -$118K | 0.14% | 81 |
|
|
2017
Q2 | $7.47M | Sell |
97,882
-4,940
| -5% | -$350K | 0.15% | 77 |
|
|
2017
Q1 | $6.84M | Sell |
102,822
-551
| -0.5% | -$36.7K | 0.14% | 83 |
|
|
2016
Q4 | $6.75M | Sell |
103,373
-1,407
| -1% | -$91.3K | 0.15% | 83 |
|
|
2016
Q3 | $7.41M | Sell |
104,780
-9,174
| -8% | -$669K | 0.17% | 76 |
|
|
2016
Q2 | $8.43M | Sell |
113,954
-5,618
| -5% | -$388K | 0.19% | 73 |
|
|
2016
Q1 | $7.76M | Sell |
119,572
-6,308
| -5% | -$429K | 0.18% | 74 |
|
|
2015
Q4 | $9.71M | Sell |
125,880
-5,372
| -4% | -$427K | 0.24% | 71 |
|
|
2015
Q3 | $11.6M | Hold |
131,252
| – | – | 0.3% | 63 |
|
|
2015
Q2 | $11.6M | Sell |
131,252
-1,552
| -1% | -$142K | 0.3% | 63 |
|
|
2015
Q1 | $11.7M | Sell |
132,804
-45
| -0% | -$3.99K | 0.3% | 66 |
|
|
2014
Q4 | $11M | Sell |
132,849
-1,300
| -1% | -$108K | 0.28% | 66 |
|
|
2014
Q3 | $11.3M | Sell |
134,149
-335
| -0.2% | -$27.1K | 0.31% | 63 |
|
|
2014
Q2 | $10.9M | Sell |
134,484
-4,547
| -3% | -$358K | 0.3% | 62 |
|
|
2014
Q1 | $10.6M | Sell |
139,031
-1,235
| -0.9% | -$90K | 0.29% | 63 |
|
|
2013
Q4 | $10.1M | Sell |
140,266
-77
| -0.1% | -$5.35K | 0.28% | 62 |
|
|
2013
Q3 | $9.65M | Sell |
140,343
-2,820
| -2% | -$187K | 0.29% | 64 |
|
|
2013
Q2 | $9.07M | Buy |
+143,163
| New | +$9.31M | 0.28% | 64 |
|
Other funds holding NVS
TAM
SI
Loring Wolcott & Coolidge Fiduciary Advisors's NVS Position: Q2 2026 in Review
Loring Wolcott & Coolidge Fiduciary Advisors increased its Novartis (NVS) stake by 70% in Q2 2026, buying an estimated $737K and bringing the position to 11,917 shares worth $1.87M. The position accounts for 0.02% of the portfolio, ranked #131.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in NVS in Q2 2013 and has held it in 53 quarters since. The position peaked at $11.7M in Q1 2015. 1,027 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors held 11,917 shares of Novartis worth $1.87M as of Q2 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors bought 4,919 Novartis shares in Q2 2026, an estimated $737K.
- Novartis made up 0.02% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #131 holding.
- Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Novartis in Q2 2013 and has held it in 53 quarters since.
- Loring Wolcott & Coolidge Fiduciary Advisors's Novartis position peaked at $11.7M in Q1 2015.
- 1,027 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.