Marco Investment Management’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 | $2.12M | Sell |
13,875
-145
| -1% | -$22.2K | 0.16% | 91 |
|
|
2025
Q4 | $1.93M | Sell |
14,020
-100
| -0.7% | -$13.1K | 0.15% | 94 |
|
|
2025
Q3 | $1.81M | Hold |
14,120
| – | – | 0.14% | 93 |
|
|
2025
Q2 | $1.71M | Sell |
14,120
-300
| -2% | -$33.8K | 0.14% | 95 |
|
|
2025
Q1 | $1.61M | Sell |
14,420
-175
| -1% | -$18.6K | 0.15% | 96 |
|
|
2024
Q4 | $1.42M | Sell |
14,595
-300
| -2% | -$32K | 0.12% | 99 |
|
|
2024
Q3 | $1.71M | Sell |
14,895
-10
| -0.1% | -$1.14K | 0.15% | 94 |
|
|
2024
Q2 | $1.59M | Sell |
14,905
-425
| -3% | -$42.7K | 0.15% | 96 |
|
|
2024
Q1 | $1.48M | Buy |
15,330
+1,560
| +11% | +$160K | 0.14% | 103 |
|
|
2023
Q4 | $1.39M | Buy |
13,770
+338
| +3% | +$32.6K | 0.14% | 102 |
|
|
2023
Q3 | $1.37M | Sell |
13,432
-1,000
| -7% | -$102K | 0.16% | 99 |
|
|
2023
Q2 | $1.46M | Sell |
14,432
-878
| -6% | -$87.8K | 0.16% | 100 |
|
|
2023
Q1 | $1.41M | Hold |
15,310
| – | – | 0.16% | 102 |
|
|
2022
Q4 | $1.39M | Sell |
15,310
-7
| -0% | -$590 | 0.16% | 96 |
|
|
2022
Q3 | $1.16M | Sell |
15,317
-12
| -0.1% | -$995 | 0.15% | 99 |
|
|
2022
Q2 | $1.3M | Buy |
15,329
+197
| +1% | +$17.3K | 0.15% | 102 |
|
|
2022
Q1 | $1.33M | Sell |
15,132
-785
| -5% | -$68K | 0.13% | 112 |
|
|
2021
Q4 | $1.39M | Sell |
15,917
-26,642
| -63% | -$2.21M | 0.14% | 112 |
|
|
2021
Q3 | $3.48M | Sell |
42,559
-68
| -0.2% | -$6.12K | 0.38% | 67 |
|
|
2021
Q2 | $3.89M | Sell |
42,627
-1,105
| -3% | -$98.4K | 0.45% | 59 |
|
|
2021
Q1 | $3.74M | Buy |
43,732
+10,000
| +30% | +$897K | 0.49% | 54 |
|
|
2020
Q4 | $3.19M | Buy |
33,732
+20,575
| +156% | +$1.8M | 0.46% | 54 |
|
|
2020
Q3 | $1.14M | Sell |
13,157
-200
| -1% | -$17.3K | 0.19% | 90 |
|
|
2020
Q2 | $1.17M | Buy |
13,357
+542
| +4% | +$46.8K | 0.21% | 80 |
|
|
2020
Q1 | $1.06M | Sell |
12,815
-875
| -6% | -$78.1K | 0.22% | 77 |
|
|
2019
Q4 | $1.3M | Buy |
13,690
+100
| +0.7% | +$8.97K | 0.2% | 87 |
|
|
2019
Q3 | $1.18M | Sell |
13,590
-945
| -7% | -$84.8K | 0.2% | 91 |
|
|
2019
Q2 | $1.33M | Sell |
14,535
-1,691
| -10% | -$143K | 0.24% | 86 |
|
|
2019
Q1 | $1.4M | Buy |
16,226
+1,065
| +7% | +$85.5K | 0.26% | 81 |
|
|
2018
Q4 | $1.17M | Sell |
15,161
-3,650
| -19% | -$284K | 0.23% | 87 |
|
|
2018
Q3 | $1.45M | Hold |
18,811
| – | – | 0.21% | 87 |
|
|
2018
Q2 | $1.27M | Sell |
18,811
-376
| -2% | -$25.9K | 0.2% | 91 |
|
|
2018
Q1 | $1.39M | Sell |
19,187
-12,221
| -39% | -$930K | 0.22% | 89 |
|
|
2017
Q4 | $2.36M | Sell |
31,408
-734
| -2% | -$55.4K | 0.36% | 72 |
|
|
2017
Q3 | $2.47M | Buy |
32,142
+1,011
| +3% | +$76.4K | 0.39% | 72 |
|
|
2017
Q2 | $2.33M | Sell |
31,131
-5,435
| -15% | -$385K | 0.38% | 71 |
|
|
2017
Q1 | $2.43M | Buy |
36,566
+447
| +1% | +$29.8K | 0.41% | 70 |
|
|
2016
Q4 | $2.36M | Sell |
36,119
-2,177
| -6% | -$141K | 0.41% | 71 |
|
|
2016
Q3 | $2.71M | Sell |
38,296
-111
| -0.3% | -$8.09K | 0.49% | 61 |
|
|
2016
Q2 | $2.84M | Sell |
38,407
-586
| -2% | -$40.5K | 0.53% | 61 |
|
|
2016
Q1 | $2.53K | Sell |
38,993
-806
| -2% | -$54.8K | 0.37% | 66 |
|
|
2015
Q4 | $3.07M | Buy |
39,799
+335
| +0.8% | +$26.6K | 0.57% | 57 |
|
|
2015
Q3 | $3.25M | Sell |
39,464
-112
| -0.3% | -$9.97K | 0.64% | 51 |
|
|
2015
Q2 | $3.49M | Sell |
39,576
-548
| -1% | -$50.3K | 0.58% | 62 |
|
|
2015
Q1 | $3.54M | Buy |
40,124
+1,167
| +3% | +$104K | 0.62% | 56 |
|
|
2014
Q4 | $3.23M | Sell |
38,957
-168
| -0.4% | -$13.9K | 0.41% | 64 |
|
|
2014
Q3 | $3.3M | Sell |
39,125
-4,551
| -10% | -$368K | 0.46% | 59 |
|
|
2014
Q2 | $3.54M | Sell |
43,676
-825
| -2% | -$64.9K | 0.68% | 55 |
|
|
2014
Q1 | $3.39M | Buy |
44,501
+1,898
| +4% | +$138K | 0.71% | 55 |
|
|
2013
Q4 | $3.07K | Hold |
42,603
| – | – | 0.16% | 59 |
|
|
2013
Q3 | $2.93M | Buy |
42,603
+558
| +1% | +$36.9K | 0.67% | 57 |
|
|
2013
Q2 | $2.66M | Buy |
+42,045
| New | +$2.74M | 0.77% | 46 |
|
Other funds holding NVS
Marco Investment Management's NVS Position: Q1 2026 in Review
Marco Investment Management reduced its Novartis (NVS) stake by 1% in Q1 2026, selling an estimated $22.2K and leaving 13,875 shares worth $2.12M. The position accounts for 0.16% of the portfolio, ranked #91.
Marco Investment Management first reported a position in NVS in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.89M in Q2 2021. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- Marco Investment Management held 13,875 shares of Novartis worth $2.12M as of Q1 2026.
- Marco Investment Management sold 145 Novartis shares in Q1 2026, an estimated $22.2K.
- Novartis made up 0.16% of Marco Investment Management's portfolio in Q1 2026, its #91 holding.
- Marco Investment Management first reported a position in Novartis in Q2 2013 and has held it in 52 quarters since.
- Marco Investment Management's Novartis position peaked at $3.89M in Q2 2021.
- 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on Marco Investment Management's 13F filing for Q1 2026, filed 8 May 2026.