Martin 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 | $24.8M | Sell |
162,204
-49,300
| -23% | -$7.56M | 7.42% | 2 |
|
|
2025
Q4 | $29.2M | Sell |
211,504
-6,239
| -3% | -$817K | 8.16% | 1 |
|
|
2025
Q3 | $27.9M | Sell |
217,743
-1,515
| -0.7% | -$185K | 7.1% | 1 |
|
|
2025
Q2 | $26.5M | Sell |
219,258
-13,495
| -6% | -$1.52M | 6.8% | 3 |
|
|
2025
Q1 | $25.9M | Buy |
232,753
+5,670
| +2% | +$604K | 6.55% | 4 |
|
|
2024
Q4 | $22.1M | Sell |
227,083
-7,553
| -3% | -$805K | 6.07% | 7 |
|
|
2024
Q3 | $27M | Buy |
234,636
+5,700
| +2% | +$647K | 6.61% | 3 |
|
|
2024
Q2 | $24.4M | Sell |
228,936
-7,864
| -3% | -$789K | 6.25% | 3 |
|
|
2024
Q1 | $22.9M | Buy |
236,800
+10,665
| +5% | +$1.09M | 5.63% | 5 |
|
|
2023
Q4 | $22.8M | Sell |
226,135
-3,049
| -1% | -$294K | 6.8% | 3 |
|
|
2023
Q3 | $23.3M | Sell |
229,184
-9,325
| -4% | -$947K | 7% | 2 |
|
|
2023
Q2 | $24.1M | Sell |
238,509
-57,940
| -20% | -$5.8M | 6.79% | 3 |
|
|
2023
Q1 | $27.3M | Sell |
296,449
-16,531
| -5% | -$1.44M | 7.85% | 1 |
|
|
2022
Q4 | $28.4M | Sell |
312,980
-9,287
| -3% | -$782K | 8.91% | 1 |
|
|
2022
Q3 | $24.5M | Buy |
322,267
+995
| +0.3% | +$82.5K | 8.57% | 1 |
|
|
2022
Q2 | $27.2M | Buy |
321,272
+2,635
| +0.8% | +$231K | 7.68% | 1 |
|
|
2022
Q1 | $28M | Buy |
318,637
+2,638
| +0.8% | +$228K | 7.08% | 1 |
|
|
2021
Q4 | $27.6M | Buy |
315,999
+26,075
| +9% | +$2.17M | 6.85% | 3 |
|
|
2021
Q3 | $23.7M | Buy |
289,924
+21,355
| +8% | +$1.92M | 5.98% | 4 |
|
|
2021
Q2 | $24.5M | Buy |
268,569
+7,560
| +3% | +$673K | 6.31% | 1 |
|
|
2021
Q1 | $22.3M | Buy |
261,009
+91,990
| +54% | +$8.26M | 6.3% | 2 |
|
|
2020
Q4 | $16M | Sell |
169,019
-1,740
| -1% | -$152K | 5.1% | 4 |
|
|
2020
Q3 | $14.8M | Buy |
170,759
+26,700
| +19% | +$2.31M | 5.36% | 6 |
|
|
2020
Q2 | $12.6M | Buy |
144,059
+10,813
| +8% | +$933K | 5.24% | 6 |
|
|
2020
Q1 | $11M | Buy |
133,246
+10,935
| +9% | +$976K | 5.56% | 3 |
|
|
2019
Q4 | $11.6M | Buy |
122,311
+2,521
| +2% | +$226K | 4.02% | 7 |
|
|
2019
Q3 | $10.4M | Sell |
119,790
-13,630
| -10% | -$1.22M | 2.55% | 25 |
|
|
2019
Q2 | $12.2M | Buy |
133,420
+25,051
| +23% | +$2.12M | 3.06% | 16 |
|
|
2019
Q1 | $9.34M | Buy |
+108,369
| New | +$8.7M | 2.43% | 26 |
|
Other funds holding NVS
