Mark Sheptoff Financial Planning’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 | $745K | Sell |
5,120
-396
| -7% | -$60.7K | 0.39% | 45 |
|
|
2025
Q4 | $760K | Buy |
5,516
+600
| +12% | +$78.6K | 0.36% | 41 |
|
|
2025
Q3 | $630K | Sell |
4,916
-57
| -1% | -$6.96K | 0.3% | 48 |
|
|
2025
Q2 | $602K | Buy |
4,973
+57
| +1% | +$6.42K | 0.32% | 49 |
|
|
2025
Q1 | $548K | Hold |
4,916
| – | – | 0.3% | 54 |
|
|
2024
Q4 | $478K | Hold |
4,916
| – | – | 0.26% | 59 |
|
|
2024
Q3 | $565K | Hold |
4,916
| – | – | 0.3% | 53 |
|
|
2024
Q2 | $523K | Hold |
4,916
| – | – | 0.29% | 56 |
|
|
2024
Q1 | $476K | Sell |
4,916
-100
| -2% | -$10.3K | 0.26% | 55 |
|
|
2023
Q4 | $506K | Hold |
5,016
| – | – | 0.31% | 49 |
|
|
2023
Q3 | $511K | Hold |
5,016
| – | – | 0.33% | 47 |
|
|
2023
Q2 | $506K | Hold |
5,016
| – | – | 0.29% | 53 |
|
|
2023
Q1 | $461K | Hold |
5,016
| – | – | 0.27% | 60 |
|
|
2022
Q4 | $455K | Hold |
5,016
| – | – | 0.27% | 58 |
|
|
2022
Q3 | $381K | Hold |
5,016
| – | – | 0.23% | 61 |
|
|
2022
Q2 | $424K | Hold |
5,016
| – | – | 0.24% | 66 |
|
|
2022
Q1 | $440K | Sell |
5,016
-400
| -7% | -$34.6K | 0.22% | 69 |
|
|
2021
Q4 | $474K | Hold |
5,416
| – | – | 0.23% | 67 |
|
|
2021
Q3 | $443K | Sell |
5,416
-350
| -6% | -$31.5K | 0.24% | 62 |
|
|
2021
Q2 | $526K | Sell |
5,766
-80
| -1% | -$7.12K | 0.28% | 63 |
|
|
2021
Q1 | $500K | Sell |
5,846
-550
| -9% | -$49.4K | 0.29% | 61 |
|
|
2020
Q4 | $604K | Sell |
6,396
-200
| -3% | -$17.5K | 0.34% | 54 |
|
|
2020
Q3 | $574K | Sell |
6,596
-575
| -8% | -$49.8K | 0.35% | 48 |
|
|
2020
Q2 | $626K | Sell |
7,171
-719
| -9% | -$62.1K | 0.41% | 45 |
|
|
2020
Q1 | $651K | Sell |
7,890
-200
| -2% | -$17.8K | 0.49% | 40 |
|
|
2019
Q4 | $766K | Sell |
8,090
-180
| -2% | -$16.2K | 0.48% | 44 |
|
|
2019
Q3 | $719K | Sell |
8,270
-250
| -3% | -$22.4K | 0.48% | 41 |
|
|
2019
Q2 | $778K | Sell |
8,520
-1,044
| -11% | -$88.4K | 0.53% | 38 |
|
|
2019
Q1 | $824K | Buy |
9,564
+279
| +3% | +$22.4K | 0.59% | 36 |
|
|
2018
Q4 | $714K | Hold |
9,285
| – | – | 0.59% | 37 |
|
|
2018
Q3 | $717K | Hold |
9,285
| – | – | 0.49% | 41 |
|
|
2018
Q2 | $629K | Sell |
9,285
-223
| -2% | -$15.4K | 0.47% | 52 |
|
|
2018
Q1 | $689K | Sell |
9,508
-7,074
| -43% | -$539K | 0.48% | 51 |
|
|
2017
Q4 | $1.25M | Sell |
16,582
-223
| -1% | -$16.8K | 0.81% | 34 |
|
|
2017
Q3 | $1.29M | Sell |
16,805
-390
| -2% | -$29.5K | 0.87% | 33 |
|
|
2017
Q2 | $1.29M | Buy |
17,195
+1,293
| +8% | +$91.6K | 0.88% | 30 |
|
|
2017
Q1 | $1.06M | Sell |
15,902
-6,214
| -28% | -$414K | 0.75% | 37 |
|
|
2016
Q4 | $1.44M | Buy |
22,116
+1,364
| +7% | +$88.5K | 1.07% | 24 |
|
|
2016
Q3 | $1.47M | Buy |
20,752
+167
| +0.8% | +$12.2K | 1.09% | 27 |
|
|
2016
Q2 | $1.52M | Sell |
20,585
-3,736
| -15% | -$258K | 1.14% | 26 |
|
|
2016
Q1 | $1.58M | Buy |
24,321
+1,674
| +7% | +$114K | 1.28% | 23 |
|
|
2015
Q4 | $1.75M | Sell |
22,647
-558
| -2% | -$44.3K | 1.42% | 22 |
|
|
2015
Q3 | $1.91M | Sell |
23,205
-879
| -4% | -$78.2K | 1.68% | 17 |
|
|
2015
Q2 | $2.12M | Buy |
24,084
+15
| +0.1% | +$1.38K | 1.72% | 15 |
|
|
2015
Q1 | $2.13M | Buy |
24,069
+4,163
| +21% | +$369K | 1.77% | 12 |
|
|
2014
Q4 | $1.65M | Buy |
19,906
+3,962
| +25% | +$328K | 1.46% | 17 |
|
|
2014
Q3 | $1.34M | Hold |
15,944
| – | – | 1.19% | 24 |
|
|
2014
Q2 | $1.29M | Sell |
15,944
-1,110
| -7% | -$87.3K | 1.11% | 31 |
|
|
2014
Q1 | $1.3M | Buy |
+17,054
| New | +$1.24M | 1.15% | 28 |
|
Other funds holding NVS
Mark Sheptoff Financial Planning's NVS Position: Q1 2026 in Review
Mark Sheptoff Financial Planning reduced its Novartis (NVS) stake by 7.2% in Q1 2026, selling an estimated $60.7K and leaving 5,120 shares worth $745K. The position accounts for 0.39% of the portfolio, ranked #45.
Mark Sheptoff Financial Planning first reported a position in NVS in Q1 2014 and has held it in 49 quarters since. The position peaked at $2.13M in Q1 2015. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- Mark Sheptoff Financial Planning held 5,120 shares of Novartis worth $745K as of Q1 2026.
- Mark Sheptoff Financial Planning sold 396 Novartis shares in Q1 2026, an estimated $60.7K.
- Novartis made up 0.39% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #45 holding.
- Mark Sheptoff Financial Planning first reported a position in Novartis in Q1 2014 and has held it in 49 quarters since.
- Mark Sheptoff Financial Planning's Novartis position peaked at $2.13M in Q1 2015.
- 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.