Moloney Securities Asset Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $661K | Hold |
5,153
| – | – | 0.08% | 237 |
|
|
2025
Q2 | $624K | Buy |
5,153
+1,220
| +31% | +$138K | 0.08% | 236 |
|
|
2025
Q1 | $438K | Buy |
3,933
+72
| +2% | +$7.67K | 0.06% | 272 |
|
|
2024
Q4 | $376K | Buy |
3,861
+375
| +11% | +$40K | 0.05% | 304 |
|
|
2024
Q3 | $401K | Hold |
3,486
| – | – | 0.05% | 306 |
|
|
2024
Q2 | $371K | Sell |
3,486
-275
| -7% | -$27.6K | 0.05% | 316 |
|
|
2024
Q1 | $364K | Buy |
3,761
+405
| +12% | +$41.5K | 0.05% | 311 |
|
|
2023
Q4 | $339K | Buy |
3,356
+801
| +31% | +$77.3K | 0.05% | 317 |
|
|
2023
Q3 | $260K | Sell |
2,555
-528
| -17% | -$53.6K | 0.05% | 337 |
|
|
2023
Q2 | $311K | Sell |
3,083
-3,850
| -56% | -$385K | 0.06% | 310 |
|
|
2023
Q1 | $638K | Sell |
6,933
-350
| -5% | -$30.6K | 0.12% | 209 |
|
|
2022
Q4 | $661K | Buy |
7,283
+1,500
| +26% | +$126K | 0.15% | 186 |
|
|
2022
Q3 | $440K | Sell |
5,783
-35
| -0.6% | -$2.9K | 0.11% | 219 |
|
|
2022
Q2 | $492K | Buy |
5,818
+111
| +2% | +$9.74K | 0.12% | 206 |
|
|
2022
Q1 | $501K | Sell |
5,707
-45
| -0.8% | -$3.9K | 0.1% | 221 |
|
|
2021
Q4 | $503K | Sell |
5,752
-1,319
| -19% | -$110K | 0.09% | 243 |
|
|
2021
Q3 | $578K | Sell |
7,071
-42
| -0.6% | -$3.78K | 0.11% | 227 |
|
|
2021
Q2 | $649K | Sell |
7,113
-730
| -9% | -$65K | 0.12% | 209 |
|
|
2021
Q1 | $670K | Sell |
7,843
-110
| -1% | -$9.87K | 0.13% | 184 |
|
|
2020
Q4 | $751K | Sell |
7,953
-4,300
| -35% | -$376K | 0.17% | 152 |
|
|
2020
Q3 | $1.07M | Sell |
12,253
-115
| -0.9% | -$9.96K | 0.28% | 94 |
|
|
2020
Q2 | $1.08M | Sell |
12,368
-250
| -2% | -$21.6K | 0.31% | 95 |
|
|
2020
Q1 | $1.04M | Buy |
12,618
+1,251
| +11% | +$112K | 0.37% | 84 |
|
|
2019
Q4 | $1.08M | Sell |
11,367
-19
| -0.2% | -$1.71K | 0.33% | 96 |
|
|
2019
Q3 | $989K | Buy |
11,386
+900
| +9% | +$80.8K | 0.33% | 95 |
|
|
2019
Q2 | $958K | Sell |
10,486
-2,144
| -17% | -$181K | 0.32% | 93 |
|
|
2019
Q1 | $1.09M | Buy |
12,630
+3,808
| +43% | +$306K | 0.38% | 78 |
|
|
2018
Q4 | $678K | Buy |
8,822
+393
| +5% | +$30.6K | 0.28% | 109 |
|
|
2018
Q3 | $651K | Buy |
8,429
+41
| +0.5% | +$3.03K | 0.23% | 124 |
|
|
2018
Q2 | $568K | Sell |
8,388
-3,128
| -27% | -$216K | 0.22% | 142 |
|
|
2018
Q1 | $834K | Buy |
11,516
+6,423
| +126% | +$489K | 0.34% | 99 |
|
|
2017
Q4 | $383K | Buy |
5,093
+1,883
| +59% | +$142K | 0.16% | 165 |
|
|
2017
Q3 | $247K | Buy |
+3,210
| New | +$242K | 0.11% | 216 |
|
Other funds holding NVS
Moloney Securities Asset Management's NVS Position: Q3 2025 in Review
Moloney Securities Asset Management held its Novartis (NVS) position steady in Q3 2025 at 5,153 shares worth $661K. The position accounts for 0.08% of the portfolio, ranked #237.
Moloney Securities Asset Management first reported a position in NVS in Q3 2017 and has held it in 33 quarters since. The position peaked at $1.09M in Q1 2019. 1,400 funds tracked by Wall St. Rank hold NVS as of Q3 2025.
- Moloney Securities Asset Management held 5,153 shares of Novartis worth $661K as of Q3 2025.
- Moloney Securities Asset Management left its Novartis share count unchanged in Q3 2025.
- Novartis made up 0.08% of Moloney Securities Asset Management's portfolio in Q3 2025, its #237 holding.
- Moloney Securities Asset Management first reported a position in Novartis in Q3 2017 and has held it in 33 quarters since.
- Moloney Securities Asset Management's Novartis position peaked at $1.09M in Q1 2019.
- 1,400 funds tracked by Wall St. Rank held Novartis as of Q3 2025.
Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.