Mondrian Investment Partners’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 | $359K | Sell |
2,353
-3,037
| -56% | -$466K | 0.01% | 69 |
|
|
2025
Q4 | $743K | Sell |
5,390
-334
| -6% | -$43.7K | 0.01% | 65 |
|
|
2025
Q3 | $734K | Buy |
+5,724
| New | +$698K | 0.01% | 62 |
|
|
2025
Q1 | $21.2M | Sell |
189,861
-468,142
| -71% | -$49.8M | 0.36% | 49 |
|
|
2024
Q4 | $68.9M | Sell |
658,003
-342,156
| -34% | -$36.5M | 1.14% | 42 |
|
|
2024
Q3 | $115M | Sell |
1,000,159
-272,323
| -21% | -$30.9M | 1.74% | 30 |
|
|
2024
Q2 | $142M | Sell |
1,272,482
-793,257
| -38% | -$79.6M | 2.18% | 15 |
|
|
2024
Q1 | $200M | Buy |
2,065,739
+590,830
| +40% | +$60.6M | 2.74% | 8 |
|
|
2023
Q4 | $149M | Buy |
1,474,909
+810,282
| +122% | +$78.2M | 2.35% | 11 |
|
|
2023
Q3 | $67.7M | Hold |
664,627
| – | – | 1.39% | 33 |
|
|
2023
Q2 | $67.1M | Sell |
664,627
-23,000
| -3% | -$2.3M | 1.34% | 35 |
|
|
2023
Q1 | $63.3M | Sell |
687,627
-4,000
| -0.6% | -$349K | 1.4% | 33 |
|
|
2022
Q4 | $62.7M | Sell |
691,627
-58,000
| -8% | -$4.89M | 1.39% | 35 |
|
|
2022
Q3 | $57K | Sell |
749,627
-48,071
| -6% | -$3.98M | 1.25% | 31 |
|
|
2022
Q2 | $67.4M | Sell |
797,698
-69,000
| -8% | -$6.05M | 1.41% | 32 |
|
|
2022
Q1 | $76.1M | Buy |
866,698
+60,000
| +7% | +$5.19M | 1.56% | 31 |
|
|
2021
Q4 | $70.6M | Buy |
806,698
+173,188
| +27% | +$14.4M | 1.39% | 30 |
|
|
2021
Q3 | $51.8M | Hold |
633,510
| – | – | 1.05% | 36 |
|
|
2021
Q2 | $57.8M | Hold |
633,510
| – | – | 1.1% | 33 |
|
|
2021
Q1 | $54M | Buy |
633,510
+184,093
| +41% | +$16.5M | 1.16% | 34 |
|
|
2020
Q4 | $42.4M | Sell |
449,417
-6,637
| -1% | -$580K | 1.05% | 35 |
|
|
2020
Q3 | $35.6M | Buy |
456,054
+3,108
| +0.7% | +$269K | 1.23% | 29 |
|
|
2020
Q2 | $39.6M | Buy |
452,946
+3,613
| +0.8% | +$312K | 1.42% | 25 |
|
|
2020
Q1 | $37M | Sell |
449,333
-53,000
| -11% | -$4.73M | 1.3% | 27 |
|
|
2019
Q4 | $47.6M | Hold |
502,333
| – | – | 1.25% | 30 |
|
|
2019
Q3 | $43.7M | Hold |
502,333
| – | – | 1.41% | 28 |
|
|
2019
Q2 | $45.9M | Sell |
502,333
-58,271
| -10% | -$4.93M | 1.46% | 32 |
|
|
2019
Q1 | $48.3M | Hold |
560,604
| – | – | 1.52% | 29 |
|
|
2018
Q4 | $43.1M | Sell |
560,604
-51,336
| -8% | -$4M | 1.58% | 27 |
|
|
2018
Q3 | $47.2M | Hold |
611,940
| – | – | 1.48% | 29 |
|
|
2018
Q2 | $41.4M | Hold |
611,940
| – | – | 1.21% | 31 |
|
|
2018
Q1 | $42.1M | Sell |
611,940
-6,776
| -1% | -$516K | 1.15% | 32 |
|
|
2017
Q4 | $46.5M | Hold |
618,716
| – | – | 1.13% | 34 |
|
|
2017
Q3 | $47.6M | Sell |
618,716
-2
| -0% | -$151 | 1.21% | 33 |
|
|
2017
Q2 | $46.3M | Buy |
618,718
+69,265
| +13% | +$4.91M | 1.32% | 31 |
|
|
2017
Q1 | $36.6M | Buy |
549,453
+136,152
| +33% | +$9.07M | 1.03% | 39 |
|
|
2016
Q4 | $27M | Hold |
413,301
| – | – | 0.78% | 41 |
|
|
2016
Q3 | $29.2M | Hold |
413,301
| – | – | 0.72% | 42 |
|
|
2016
Q2 | $30.6M | Buy |
413,301
+74,809
| +22% | +$5.17M | 0.72% | 42 |
|
|
2016
Q1 | $22M | Sell |
338,492
-29,020
| -8% | -$1.97M | 0.49% | 51 |
|
|
2015
Q4 | $28.3M | Sell |
367,512
-40,238
| -10% | -$3.2M | 0.62% | 52 |
|
|
2015
Q3 | $33.6M | Hold |
407,750
| – | – | 0.71% | 43 |
|
|
2015
Q2 | $35.9M | Buy |
407,750
+410
| +0.1% | +$37.6K | 0.61% | 43 |
|
|
2015
Q1 | $36M | Sell |
407,340
-2,232
| -0.5% | -$198K | 0.59% | 46 |
|
|
2014
Q4 | $34M | Sell |
409,572
-29,016
| -7% | -$2.41M | 0.55% | 46 |
|
|
2014
Q3 | $37M | Sell |
438,588
-121,644
| -22% | -$9.84M | 0.51% | 44 |
|
|
2014
Q2 | $45.4M | Hold |
560,232
| – | – | 0.64% | 41 |
|
|
2014
Q1 | $42.7M | Hold |
560,232
| – | – | 0.63% | 42 |
|
|
2013
Q4 | $40.4M | Hold |
560,232
| – | – | 0.56% | 45 |
|
|
2013
Q3 | $38.5M | Hold |
560,232
| – | – | 0.57% | 46 |
|
|
2013
Q2 | $35.5M | Buy |
+560,232
| New | +$36.4M | 0.54% | 48 |
|
Other funds holding NVS
Mondrian Investment Partners's NVS Position: Q1 2026 in Review
Mondrian Investment Partners reduced its Novartis (NVS) stake by 56% in Q1 2026, selling an estimated $466K and leaving 2,353 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #69.
Mondrian Investment Partners first reported a position in NVS in Q2 2013 and has held it in 51 quarters since. The position peaked at $200M in Q1 2024. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- Mondrian Investment Partners held 2,353 shares of Novartis worth $359K as of Q1 2026.
- Mondrian Investment Partners sold 3,037 Novartis shares in Q1 2026, an estimated $466K.
- Novartis made up 0.01% of Mondrian Investment Partners's portfolio in Q1 2026, its #69 holding.
- Mondrian Investment Partners first reported a position in Novartis in Q2 2013 and has held it in 51 quarters since.
- Mondrian Investment Partners's Novartis position peaked at $200M in Q1 2024.
- 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on Mondrian Investment Partners's 13F filing for Q1 2026, filed 29 Apr 2026.