Moneta Group Investment Advisors’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 | $596K | Buy |
3,902
+313
| +9% | +$48K | ﹤0.01% | 466 |
|
|
2025
Q4 | $495K | Sell |
3,589
-116
| -3% | -$15.2K | ﹤0.01% | 502 |
|
|
2025
Q3 | $475K | Buy |
3,705
+204
| +6% | +$24.9K | ﹤0.01% | 511 |
|
|
2025
Q2 | $424K | Sell |
3,501
-47
| -1% | -$5.3K | 0.01% | 474 |
|
|
2025
Q1 | $396K | Buy |
3,548
+173
| +5% | +$18.4K | 0.01% | 473 |
|
|
2024
Q4 | $328K | Buy |
3,375
+37
| +1% | +$3.95K | ﹤0.01% | 513 |
|
|
2024
Q3 | $384K | Buy |
3,338
+3,048
| +1,051% | +$346K | 0.01% | 467 |
|
|
2024
Q2 | $536K | Sell |
290
-193
| -40% | -$19.4K | 0.01% | 380 |
|
|
2024
Q1 | $776K | Sell |
483
-5,562
| -92% | -$570K | 0.01% | 298 |
|
|
2023
Q4 | $610K | Sell |
6,045
-182
| -3% | -$17.6K | 0.01% | 305 |
|
|
2023
Q3 | $601K | Buy |
6,227
+5,887
| +1,731% | +$598K | 0.01% | 285 |
|
|
2023
Q2 | $579K | Sell |
340
-5,995
| -95% | -$600K | 0.01% | 295 |
|
|
2023
Q1 | $583K | Buy |
6,335
+1,473
| +30% | +$129K | 0.01% | 287 |
|
|
2022
Q4 | $441K | Buy |
4,862
+442
| +10% | +$37.2K | 0.01% | 314 |
|
|
2022
Q3 | $336K | Sell |
4,420
-182
| -4% | -$15.1K | 0.01% | 333 |
|
|
2022
Q2 | $389K | Buy |
4,602
+477
| +12% | +$41.8K | 0.01% | 338 |
|
|
2022
Q1 | $362K | Buy |
4,125
+66
| +2% | +$5.71K | 0.01% | 329 |
|
|
2021
Q4 | $355K | Sell |
4,059
-1,651
| -29% | -$137K | 0.01% | 354 |
|
|
2021
Q3 | $467K | Buy |
5,710
+2,389
| +72% | +$215K | 0.02% | 288 |
|
|
2021
Q2 | $303K | Buy |
3,321
+69
| +2% | +$6.14K | 0.01% | 364 |
|
|
2021
Q1 | $278K | Buy |
3,252
+721
| +28% | +$64.7K | 0.01% | 349 |
|
|
2020
Q4 | $239K | Buy |
2,531
+162
| +7% | +$14.2K | 0.02% | 279 |
|
|
2020
Q3 | $206K | Buy |
2,369
+79
| +3% | +$6.84K | 0.02% | 256 |
|
|
2020
Q2 | $200K | Buy |
+2,290
| New | +$198K | 0.02% | 241 |
|
|
2019
Q3 | – | Sell |
-296
| Closed | -$27K | – | 297 |
|
|
2019
Q2 | $27K | Sell |
296
-47
| -14% | -$3.98K | ﹤0.01% | 239 |
|
|
2019
Q1 | $26K | Buy |
+343
| New | +$27.5K | ﹤0.01% | 243 |
|
|
2018
Q3 | – | Sell |
-2,568
| Closed | -$174K | – | 322 |
|
|
2018
Q2 | $174K | Buy |
+2,568
| New | +$177K | 0.02% | 257 |
|
|
2018
Q1 | – | Sell |
-5,982
| Closed | -$450K | – | 688 |
|
|
2017
Q4 | $450K | Sell |
5,982
-38
| -0.6% | -$2.87K | 0.07% | 135 |
|
|
2017
Q3 | $463K | Buy |
+6,020
| New | +$455K | 0.07% | 129 |
|
|
2015
Q4 | – | Sell |
-1,693
| Closed | -$139K | – | 323 |
|
|
2015
Q3 | $139K | Sell |
1,693
-1,875
| -53% | -$167K | 0.04% | 152 |
|
|
2015
Q2 | $314K | Buy |
+3,568
| New | +$327K | 0.1% | 100 |
|
Other funds holding NVS
Moneta Group Investment Advisors's NVS Position: Q1 2026 in Review
Moneta Group Investment Advisors increased its Novartis (NVS) stake by 8.7% in Q1 2026, buying an estimated $48K and bringing the position to 3,902 shares worth $596K. The position accounts for ﹤0.01% of the portfolio, ranked #466.
Moneta Group Investment Advisors first reported a position in NVS in Q2 2015 and has held it in 31 quarters since. The position peaked at $776K in Q1 2024. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- Moneta Group Investment Advisors held 3,902 shares of Novartis worth $596K as of Q1 2026.
- Moneta Group Investment Advisors bought 313 Novartis shares in Q1 2026, an estimated $48K.
- Novartis made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #466 holding.
- Moneta Group Investment Advisors first reported a position in Novartis in Q2 2015 and has held it in 31 quarters since.
- Moneta Group Investment Advisors's Novartis position peaked at $776K in Q1 2024.
- 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.