Mission Wealth 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 | $1.62M | Sell |
10,604
-316
| -3% | -$48.4K | 0.03% | 245 |
|
|
2025
Q4 | $1.51M | Sell |
10,920
-143
| -1% | -$18.7K | 0.03% | 259 |
|
|
2025
Q3 | $1.42M | Sell |
11,063
-116
| -1% | -$14.2K | 0.03% | 268 |
|
|
2025
Q2 | $1.35M | Sell |
11,179
-46
| -0.4% | -$5.18K | 0.03% | 268 |
|
|
2025
Q1 | $1.25M | Sell |
11,225
-345
| -3% | -$36.7K | 0.03% | 256 |
|
|
2024
Q4 | $1.13M | Buy |
11,570
+215
| +2% | +$22.9K | 0.03% | 265 |
|
|
2024
Q3 | $1.31M | Buy |
11,355
+105
| +0.9% | +$11.9K | 0.03% | 239 |
|
|
2024
Q2 | $1.2M | Buy |
11,250
+1,213
| +12% | +$122K | 0.03% | 235 |
|
|
2024
Q1 | $971K | Buy |
10,037
+701
| +8% | +$71.9K | 0.03% | 302 |
|
|
2023
Q4 | $943K | Buy |
9,336
+279
| +3% | +$26.9K | 0.03% | 248 |
|
|
2023
Q3 | $923K | Buy |
9,057
+1,028
| +13% | +$104K | 0.03% | 232 |
|
|
2023
Q2 | $810K | Buy |
8,029
+6
| +0.1% | +$600 | 0.03% | 260 |
|
|
2023
Q1 | $738K | Buy |
8,023
+204
| +3% | +$17.8K | 0.03% | 272 |
|
|
2022
Q4 | $709K | Buy |
7,819
+87
| +1% | +$7.33K | 0.03% | 261 |
|
|
2022
Q3 | $588K | Sell |
7,732
-463
| -6% | -$38.4K | 0.03% | 270 |
|
|
2022
Q2 | $693K | Buy |
8,195
+803
| +11% | +$70.4K | 0.04% | 251 |
|
|
2022
Q1 | $649K | Sell |
7,392
-128
| -2% | -$11.1K | 0.03% | 270 |
|
|
2021
Q4 | $658K | Buy |
7,520
+128
| +2% | +$10.6K | 0.03% | 254 |
|
|
2021
Q3 | $605K | Sell |
7,392
-411
| -5% | -$37K | 0.03% | 255 |
|
|
2021
Q2 | $712K | Sell |
7,803
-595
| -7% | -$53K | 0.04% | 222 |
|
|
2021
Q1 | $718K | Buy |
8,398
+416
| +5% | +$37.3K | 0.04% | 195 |
|
|
2020
Q4 | $754K | Sell |
7,982
-1,532
| -16% | -$134K | 0.05% | 169 |
|
|
2020
Q3 | $827K | Buy |
9,514
+151
| +2% | +$13.1K | 0.06% | 146 |
|
|
2020
Q2 | $818K | Buy |
9,363
+216
| +2% | +$18.6K | 0.07% | 133 |
|
|
2020
Q1 | $754K | Hold |
9,147
| – | – | 0.08% | 112 |
|
|
2019
Q4 | $866K | Buy |
9,147
+35
| +0.4% | +$3.14K | 0.08% | 126 |
|
|
2019
Q3 | $792K | Sell |
9,112
-12
| -0.1% | -$1.08K | 0.08% | 123 |
|
|
2019
Q2 | $833K | Sell |
9,124
-1,089
| -11% | -$92.2K | 0.09% | 116 |
|
|
2019
Q1 | $880K | Buy |
10,213
+72
| +0.7% | +$5.78K | 0.1% | 108 |
|
|
2018
Q4 | $780K | Buy |
10,141
+32
| +0.3% | +$2.49K | 0.1% | 103 |
|
|
2018
Q3 | $780K | Sell |
10,109
-3,706
| -27% | -$274K | 0.1% | 107 |
|
|
2018
Q2 | $935K | Sell |
13,815
-165
| -1% | -$11.4K | 0.14% | 88 |
|
|
2018
Q1 | $1.01M | Buy |
13,980
+553
| +4% | +$42.1K | 0.16% | 74 |
|
|
2017
Q4 | $1.01M | Sell |
13,427
-463
| -3% | -$34.9K | 0.17% | 65 |
|
|
2017
Q3 | $1.07M | Sell |
13,890
-16
| -0.1% | -$1.21K | 0.2% | 61 |
|
|
2017
Q2 | $1.04M | Sell |
13,906
-869
| -6% | -$61.6K | 0.2% | 59 |
|
|
2017
Q1 | $983K | Sell |
14,775
-1,832
| -11% | -$122K | 0.19% | 60 |
|
|
2016
Q4 | $1.08M | Buy |
16,607
+62
| +0.4% | +$4.02K | 0.22% | 52 |
|
|
2016
Q3 | $1.17M | Hold |
16,545
| – | – | 0.28% | 42 |
|
|
2016
Q2 | $1.22M | Hold |
16,545
| – | – | 0.32% | 35 |
|
|
2016
Q1 | $1.07M | Buy |
16,545
+13,131
| +385% | +$893K | 0.29% | 43 |
|
|
2015
Q4 | $263K | Buy |
3,414
+130
| +4% | +$10.3K | 0.07% | 108 |
|
|
2015
Q3 | $271K | Buy |
3,284
+579
| +21% | +$51.5K | 0.08% | 105 |
|
|
2015
Q2 | $239K | Buy |
+2,705
| New | +$248K | 0.08% | 114 |
|
Other funds holding NVS
Mission Wealth Management's NVS Position: Q1 2026 in Review
Mission Wealth Management reduced its Novartis (NVS) stake by 2.9% in Q1 2026, selling an estimated $48.4K and leaving 10,604 shares worth $1.62M. The position accounts for 0.03% of the portfolio, ranked #245.
Mission Wealth Management first reported a position in NVS in Q2 2015 and has held it in 44 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- Mission Wealth Management held 10,604 shares of Novartis worth $1.62M as of Q1 2026.
- Mission Wealth Management sold 316 Novartis shares in Q1 2026, an estimated $48.4K.
- Novartis made up 0.03% of Mission Wealth Management's portfolio in Q1 2026, its #245 holding.
- Mission Wealth Management first reported a position in Novartis in Q2 2015 and has held it in 44 quarters since.
- 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.