MML Investors Services’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $40.1M | Buy |
255,770
+26,177
| +11% | +$3.92M | 0.08% | 253 |
|
|
2026
Q1 | $35.1M | Sell |
229,593
-13,178
| -5% | -$2.02M | 0.1% | 200 |
|
|
2025
Q4 | $33.5M | Buy |
242,771
+25,802
| +12% | +$3.38M | 0.08% | 241 |
|
|
2025
Q3 | $27.8M | Buy |
216,969
+25,808
| +14% | +$3.15M | 0.07% | 255 |
|
|
2025
Q2 | $23.1M | Buy |
191,161
+21,312
| +13% | +$2.4M | 0.07% | 285 |
|
|
2025
Q1 | $18.9M | Buy |
169,849
+21,317
| +14% | +$2.27M | 0.06% | 312 |
|
|
2024
Q4 | $14.5M | Buy |
148,532
+19,331
| +15% | +$2.06M | 0.05% | 357 |
|
|
2024
Q3 | $14.9M | Buy |
129,201
+10,763
| +9% | +$1.22M | 0.05% | 327 |
|
|
2024
Q2 | $12.6M | Sell |
118,438
-1,018
| -0.9% | -$102K | 0.05% | 339 |
|
|
2024
Q1 | $11.6M | Buy |
119,456
+22,714
| +23% | +$2.33M | 0.05% | 363 |
|
|
2023
Q4 | $9.77M | Buy |
96,742
+7,380
| +8% | +$712K | 0.05% | 377 |
|
|
2023
Q3 | $9.1M | Buy |
89,362
+2,718
| +3% | +$276K | 0.05% | 352 |
|
|
2023
Q2 | $8.74M | Buy |
86,644
+14,076
| +19% | +$1.41M | 0.05% | 357 |
|
|
2023
Q1 | $6.68M | Sell |
72,568
-5,807
| -7% | -$507K | 0.05% | 372 |
|
|
2022
Q4 | $7.11M | Buy |
78,375
+1,827
| +2% | +$154K | 0.05% | 387 |
|
|
2022
Q3 | $5.82M | Buy |
76,548
+1,042
| +1% | +$86.4K | 0.04% | 406 |
|
|
2022
Q2 | $6.38M | Buy |
75,506
+3,355
| +5% | +$294K | 0.05% | 351 |
|
|
2022
Q1 | $6.33M | Buy |
72,151
+4,528
| +7% | +$392K | 0.04% | 374 |
|
|
2021
Q4 | $5.92M | Sell |
67,623
-2,177
| -3% | -$181K | 0.04% | 387 |
|
|
2021
Q3 | $5.71M | Buy |
69,800
+3,997
| +6% | +$360K | 0.05% | 380 |
|
|
2021
Q2 | $6M | Sell |
65,803
-1,254
| -2% | -$112K | 0.05% | 354 |
|
|
2021
Q1 | $5.73M | Sell |
67,057
-1,198
| -2% | -$108K | 0.05% | 332 |
|
|
2020
Q4 | $6.45M | Buy |
68,255
+3,367
| +5% | +$294K | 0.07% | 273 |
|
|
2020
Q3 | $5.64M | Buy |
64,888
+141
| +0.2% | +$12.2K | 0.07% | 256 |
|
|
2020
Q2 | $5.66M | Buy |
64,747
+4,718
| +8% | +$407K | 0.08% | 243 |
|
|
2020
Q1 | $4.95M | Buy |
60,029
+9,985
| +20% | +$891K | 0.09% | 231 |
|
|
2019
Q4 | $4.74M | Buy |
50,044
+6,023
| +14% | +$540K | 0.07% | 268 |
|
|
2019
Q3 | $3.83M | Sell |
44,021
-21
| -0% | -$1.89K | 0.06% | 286 |
|
|
2019
Q2 | $4.02M | Sell |
44,042
-117
| -0.3% | -$9.9K | 0.06% | 297 |
|
|
2019
Q1 | $3.8M | Buy |
44,159
+4,005
| +10% | +$322K | 0.06% | 291 |
|
|
2018
Q4 | $3.09M | Buy |
40,154
+5,565
| +16% | +$433K | 0.06% | 318 |
|
|
2018
Q3 | $2.67M | Buy |
34,589
+8,102
| +31% | +$599K | 0.05% | 358 |
|
|
2018
Q2 | $1.79M | Buy |
26,487
+3,040
| +13% | +$210K | 0.04% | 378 |
|
|
2018
Q1 | $1.7M | Buy |
23,447
+4,300
| +22% | +$327K | 0.04% | 391 |
|
|
2017
Q4 | $1.44M | Sell |
19,147
-5,744
| -23% | -$433K | 0.03% | 431 |
|
|
2017
Q3 | $1.92M | Sell |
24,891
-748
| -3% | -$56.5K | 0.04% | 342 |
|
|
2017
Q2 | $1.92M | Sell |
25,639
-6,606
| -20% | -$468K | 0.04% | 332 |
|
|
2017
Q1 | $2.15M | Buy |
+32,245
| New | +$2.15M | 0.04% | 150 |
|
Other funds holding NVS
TAM
SI
MML Investors Services's NVS Position: Q2 2026 in Review
MML Investors Services increased its Novartis (NVS) stake by 11% in Q2 2026, buying an estimated $3.92M and bringing the position to 255,770 shares worth $40.1M. The position accounts for 0.08% of the portfolio, ranked #253.
MML Investors Services first reported a position in NVS in Q1 2017 and has held it in 38 quarters since. 1,027 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- MML Investors Services held 255,770 shares of Novartis worth $40.1M as of Q2 2026.
- MML Investors Services bought 26,177 Novartis shares in Q2 2026, an estimated $3.92M.
- Novartis made up 0.08% of MML Investors Services's portfolio in Q2 2026, its #253 holding.
- MML Investors Services first reported a position in Novartis in Q1 2017 and has held it in 38 quarters since.
- 1,027 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.