McIlrath & Eck’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 | $57.3K | Hold |
375
| – | – | ﹤0.01% | 499 |
|
|
2025
Q4 | $51.7K | Hold |
375
| – | – | ﹤0.01% | 344 |
|
|
2025
Q3 | $48.1K | Hold |
375
| – | – | 0.01% | 331 |
|
|
2025
Q2 | $45.4K | Hold |
375
| – | – | 0.01% | 334 |
|
|
2025
Q1 | $41.8K | Hold |
375
| – | – | 0.01% | 355 |
|
|
2024
Q4 | $36.5K | Hold |
375
| – | – | ﹤0.01% | 378 |
|
|
2024
Q3 | $43.1K | Hold |
375
| – | – | 0.01% | 347 |
|
|
2024
Q2 | $39.9K | Hold |
375
| – | – | 0.01% | 316 |
|
|
2024
Q1 | $36.3K | Hold |
375
| – | – | 0.01% | 335 |
|
|
2023
Q4 | $37.9K | Hold |
375
| – | – | 0.01% | 301 |
|
|
2023
Q3 | $38.2K | Buy |
375
+100
| +36% | +$10.2K | 0.01% | 301 |
|
|
2023
Q2 | $27.8K | Sell |
275
-686
| -71% | -$68.6K | 0.01% | 359 |
|
|
2023
Q1 | $88.4K | Buy |
961
+16
| +2% | +$1.4K | 0.02% | 168 |
|
|
2022
Q4 | $85.7K | Hold |
945
| – | – | 0.02% | 173 |
|
|
2022
Q3 | $72K | Hold |
945
| – | – | 0.02% | 191 |
|
|
2022
Q2 | $80K | Hold |
945
| – | – | 0.02% | 168 |
|
|
2022
Q1 | $83K | Hold |
945
| – | – | 0.02% | 170 |
|
|
2021
Q4 | $83K | Hold |
945
| – | – | 0.02% | 177 |
|
|
2021
Q3 | $77K | Buy |
945
+516
| +120% | +$46.4K | 0.02% | 175 |
|
|
2021
Q2 | $39K | Hold |
429
| – | – | 0.01% | 269 |
|
|
2021
Q1 | $37K | Buy |
429
+54
| +14% | +$4.85K | 0.01% | 242 |
|
|
2020
Q4 | $35K | Hold |
375
| – | – | 0.01% | 218 |
|
|
2020
Q3 | $33K | Sell |
375
-50
| -12% | -$4.33K | 0.01% | 194 |
|
|
2020
Q2 | $37K | Buy |
425
+18
| +4% | +$1.55K | 0.02% | 163 |
|
|
2020
Q1 | $34K | Buy |
407
+14
| +4% | +$1.25K | 0.02% | 151 |
|
|
2019
Q4 | $37K | Sell |
393
-22
| -5% | -$1.97K | 0.02% | 169 |
|
|
2019
Q3 | $36K | Sell |
415
-99
| -19% | -$8.89K | 0.02% | 153 |
|
|
2019
Q2 | $49K | Sell |
514
-60
| -10% | -$5.08K | 0.03% | 129 |
|
|
2019
Q1 | $49K | Buy |
574
+172
| +43% | +$13.8K | 0.03% | 129 |
|
|
2018
Q4 | $31K | Buy |
402
+45
| +13% | +$3.5K | 0.02% | 148 |
|
|
2018
Q3 | $28K | Hold |
357
| – | – | 0.02% | 170 |
|
|
2018
Q2 | $24K | Buy |
357
+65
| +22% | +$4.49K | 0.01% | 178 |
|
|
2018
Q1 | $21K | Hold |
292
| – | – | 0.01% | 179 |
|
|
2017
Q4 | $22K | Buy |
+292
| New | +$22K | 0.01% | 181 |
|
Other funds holding NVS
McIlrath & Eck's NVS Position: Q1 2026 in Review
McIlrath & Eck held its Novartis (NVS) position steady in Q1 2026 at 375 shares worth $57.3K. The position accounts for ﹤0.01% of the portfolio, ranked #499.
McIlrath & Eck first reported a position in NVS in Q4 2017 and has held it in 34 quarters since. The position peaked at $88.4K in Q1 2023. 1,599 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- McIlrath & Eck held 375 shares of Novartis worth $57.3K as of Q1 2026.
- McIlrath & Eck left its Novartis share count unchanged in Q1 2026.
- Novartis made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #499 holding.
- McIlrath & Eck first reported a position in Novartis in Q4 2017 and has held it in 34 quarters since.
- McIlrath & Eck's Novartis position peaked at $88.4K in Q1 2023.
- 1,599 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.