Moors & Cabot’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 | $4.58M | Buy |
29,981
+369
| +1% | +$56.6K | 0.2% | 110 |
|
|
2025
Q4 | $4.08M | Buy |
29,612
+320
| +1% | +$41.9K | 0.17% | 119 |
|
|
2025
Q3 | $3.76M | Sell |
29,292
-1,770
| -6% | -$216K | 0.16% | 120 |
|
|
2025
Q2 | $3.76M | Buy |
31,062
+1,815
| +6% | +$205K | 0.17% | 115 |
|
|
2025
Q1 | $3.26M | Buy |
29,247
+1,382
| +5% | +$147K | 0.17% | 122 |
|
|
2024
Q4 | $2.71M | Sell |
27,865
-694
| -2% | -$74K | 0.13% | 144 |
|
|
2024
Q3 | $3.28M | Sell |
28,559
-250
| -0.9% | -$28.4K | 0.16% | 120 |
|
|
2024
Q2 | $3.07M | Sell |
28,809
-183
| -0.6% | -$18.4K | 0.16% | 125 |
|
|
2024
Q1 | $2.8M | Sell |
28,992
-550
| -2% | -$56.4K | 0.15% | 134 |
|
|
2023
Q4 | $2.98M | Buy |
29,542
+250
| +0.9% | +$24.1K | 0.19% | 119 |
|
|
2023
Q3 | $2.98M | Buy |
29,292
+250
| +0.9% | +$25.4K | 0.2% | 111 |
|
|
2023
Q2 | $2.93M | Sell |
29,042
-1,005
| -3% | -$101K | 0.19% | 114 |
|
|
2023
Q1 | $2.76M | Buy |
30,047
+265
| +0.9% | +$23.1K | 0.19% | 121 |
|
|
2022
Q4 | $2.7M | Sell |
29,782
-1,138
| -4% | -$95.8K | 0.19% | 124 |
|
|
2022
Q3 | $2.35M | Sell |
30,920
-297
| -1% | -$24.6K | 0.18% | 125 |
|
|
2022
Q2 | $2.64M | Buy |
31,217
+252
| +0.8% | +$22.1K | 0.19% | 117 |
|
|
2022
Q1 | $2.72M | Buy |
30,965
+563
| +2% | +$48.7K | 0.17% | 129 |
|
|
2021
Q4 | $2.66M | Sell |
30,402
-31,598
| -51% | -$2.62M | 0.16% | 134 |
|
|
2021
Q3 | $5.05M | Buy |
62,000
+31,683
| +105% | +$2.85M | 0.32% | 69 |
|
|
2021
Q2 | $2.77M | Buy |
30,317
+462
| +2% | +$41.1K | 0.19% | 113 |
|
|
2021
Q1 | $2.55M | Sell |
29,855
-3,894
| -12% | -$349K | 0.2% | 110 |
|
|
2020
Q4 | $3.19M | Sell |
33,749
-271
| -0.8% | -$23.7K | 0.27% | 88 |
|
|
2020
Q3 | $2.96M | Sell |
34,020
-819
| -2% | -$71K | 0.28% | 86 |
|
|
2020
Q2 | $3.04M | Buy |
34,839
+5,960
| +21% | +$514K | 0.32% | 73 |
|
|
2020
Q1 | $2.37M | Sell |
28,879
-8,554
| -23% | -$763K | 0.34% | 74 |
|
|
2019
Q4 | $3.54M | Sell |
37,433
-49
| -0.1% | -$4.4K | 0.36% | 72 |
|
|
2019
Q3 | $3.26M | Buy |
37,482
+1,375
| +4% | +$123K | 0.36% | 71 |
|
|
2019
Q2 | $3.3M | Sell |
36,107
-2,723
| -7% | -$230K | 0.42% | 60 |
|
|
2019
Q1 | $3.34M | Buy |
38,830
+1,136
| +3% | +$91.2K | 0.45% | 56 |
|
|
2018
Q4 | $2.9M | Sell |
37,694
-1,513
| -4% | -$118K | 0.46% | 58 |
|
|
2018
Q3 | $3.03M | Buy |
39,207
+838
| +2% | +$61.9K | 0.37% | 70 |
|
|
2018
Q2 | $2.6M | Sell |
38,369
-5,897
| -13% | -$407K | 0.35% | 74 |
|
|
2018
Q1 | $3.21M | Sell |
44,266
-348
| -0.8% | -$26.5K | 0.42% | 61 |
|
|
2017
Q4 | $3.35M | Sell |
44,614
-1,391
| -3% | -$105K | 0.44% | 60 |
|
|
2017
Q3 | $3.55M | Buy |
46,005
+3,379
| +8% | +$255K | 0.51% | 48 |
|
|
2017
Q2 | $3.19M | Buy |
42,626
+4,346
| +11% | +$308K | 0.53% | 41 |
|
|
2017
Q1 | $2.54M | Sell |
38,280
-3,231
| -8% | -$215K | 0.43% | 59 |
|
|
2016
Q4 | $2.71M | Buy |
41,511
+29
| +0.1% | +$1.88K | 0.45% | 55 |
|
|
2016
Q3 | $2.94M | Buy |
41,482
+4,549
| +12% | +$331K | 0.49% | 51 |
|
|
2016
Q2 | $2.73M | Buy |
36,933
+86
| +0.2% | +$5.94K | 0.48% | 49 |
|
|
2016
Q1 | $2.38M | Buy |
36,847
+112
| +0.3% | +$7.62K | 0.43% | 60 |
|
|
2015
Q4 | $2.84M | Sell |
36,735
-1,867
| -5% | -$148K | 0.52% | 43 |
|
|
2015
Q3 | $3.18M | Buy |
38,602
+1,084
| +3% | +$96.5K | 0.59% | 38 |
|
|
2015
Q2 | $3.31M | Buy |
37,518
+1,386
| +4% | +$127K | 0.54% | 44 |
|
|
2015
Q1 | $3.2M | Buy |
36,132
+743
| +2% | +$65.9K | 0.53% | 45 |
|
|
2014
Q4 | $2.94M | Sell |
35,389
-408
| -1% | -$33.8K | 0.5% | 49 |
|
|
2014
Q3 | $3.01M | Buy |
35,797
+660
| +2% | +$53.4K | 0.51% | 45 |
|
|
2014
Q2 | $2.85M | Buy |
35,137
+1,705
| +5% | +$134K | 0.48% | 50 |
|
|
2014
Q1 | $2.55M | Buy |
+33,432
| New | +$2.44M | 0.64% | 38 |
|
Other funds holding NVS
Moors & Cabot's NVS Position: Q1 2026 in Review
Moors & Cabot increased its Novartis (NVS) stake by 1.2% in Q1 2026, buying an estimated $56.6K and bringing the position to 29,981 shares worth $4.58M. The position accounts for 0.2% of the portfolio, ranked #110.
Moors & Cabot first reported a position in NVS in Q1 2014 and has held it in 49 quarters since. The position peaked at $5.05M in Q3 2021. 1,596 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- Moors & Cabot held 29,981 shares of Novartis worth $4.58M as of Q1 2026.
- Moors & Cabot bought 369 Novartis shares in Q1 2026, an estimated $56.6K.
- Novartis made up 0.2% of Moors & Cabot's portfolio in Q1 2026, its #110 holding.
- Moors & Cabot first reported a position in Novartis in Q1 2014 and has held it in 49 quarters since.
- Moors & Cabot's Novartis position peaked at $5.05M in Q3 2021.
- 1,596 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.