Morningstar Investment Services’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.34M | Sell |
20,997
-18,739
| -47% | -$2.09M | 0.43% | 60 |
|
|
2024
Q4 | $3.87M | Sell |
39,736
-336,180
| -89% | -$32.7M | 0.35% | 70 |
|
|
2024
Q3 | $43.5M | Buy |
375,916
+918
| +0.2% | +$106K | 0.44% | 64 |
|
|
2024
Q2 | $40M | Buy |
374,998
+4,004
| +1% | +$427K | 0.43% | 64 |
|
|
2024
Q1 | $35.6M | Sell |
370,994
-375,842
| -50% | -$36M | 0.39% | 70 |
|
|
2023
Q4 | $74.7M | Buy |
746,836
+371,590
| +99% | +$37.1M | 0.42% | 66 |
|
|
2023
Q3 | $38.4M | Sell |
375,246
-6,209
| -2% | -$635K | 0.49% | 53 |
|
|
2023
Q2 | $37.8M | Sell |
381,455
-11,658
| -3% | -$1.16M | 0.49% | 61 |
|
|
2023
Q1 | $35.9M | Sell |
393,113
-12,282
| -3% | -$1.12M | 0.48% | 65 |
|
|
2022
Q4 | $37.2M | Sell |
405,395
-14,350
| -3% | -$1.32M | 0.51% | 63 |
|
|
2022
Q3 | $33.4M | Sell |
419,745
-7,164
| -2% | -$570K | 0.47% | 64 |
|
|
2022
Q2 | $36.1M | Sell |
426,909
-2,178
| -0.5% | -$184K | 0.48% | 58 |
|
|
2022
Q1 | $37.7M | Buy |
429,087
+870
| +0.2% | +$76.4K | 0.42% | 64 |
|
|
2021
Q4 | $37.4M | Sell |
428,217
-6,419
| -1% | -$561K | 0.42% | 61 |
|
|
2021
Q3 | $36M | Sell |
434,636
-4,325
| -1% | -$358K | 0.42% | 59 |
|
|
2021
Q2 | $40.3M | Sell |
438,961
-1,562
| -0.4% | -$143K | 0.48% | 54 |
|
|
2021
Q1 | $38.3M | Sell |
440,523
-29,131
| -6% | -$2.53M | 0.5% | 56 |
|
|
2020
Q4 | $44.3M | Sell |
469,654
-19,558
| -4% | -$1.85M | 0.62% | 43 |
|
|
2020
Q3 | $42.6M | Sell |
489,212
-11,728
| -2% | -$1.02M | 0.66% | 41 |
|
|
2020
Q2 | $43.7M | Sell |
500,940
-20,380
| -4% | -$1.78M | 0.72% | 39 |
|
|
2020
Q1 | $42.7M | Buy |
521,320
+123,924
| +31% | +$10.1M | 0.78% | 32 |
|
|
2019
Q4 | $37.6M | Sell |
397,396
-5,232
| -1% | -$495K | 0.59% | 49 |
|
|
2019
Q3 | $35M | Sell |
402,628
-12,560
| -3% | -$1.09M | 0.59% | 51 |
|
|
2019
Q2 | $37.9M | Sell |
415,188
-59,871
| -13% | -$5.47M | 0.62% | 46 |
|
|
2019
Q1 | $40.9M | Sell |
475,059
-17,770
| -4% | -$1.53M | 0.7% | 40 |
|
|
2018
Q4 | $37.9M | Sell |
492,829
-25,729
| -5% | -$1.98M | 0.74% | 43 |
|
|
2018
Q3 | $40M | Sell |
518,558
-21,769
| -4% | -$1.68M | 0.72% | 44 |
|
|
2018
Q2 | $36.6M | Buy |
540,327
+3,860
| +0.7% | +$261K | 0.69% | 50 |
|
|
2018
Q1 | $38.9M | Buy |
536,467
+43,309
| +9% | +$3.14M | 0.76% | 47 |
|
|
2017
Q4 | $37.1M | Buy |
493,158
+26,371
| +6% | +$1.98M | 0.75% | 50 |
|
|
2017
Q3 | $35.9M | Buy |
466,787
+32,679
| +8% | +$2.51M | 0.78% | 51 |
|
|
2017
Q2 | $32.5M | Buy |
434,108
+48,187
| +12% | +$3.6M | 0.75% | 49 |
|
|
2017
Q1 | $25.7M | Buy |
385,921
+59,944
| +18% | +$3.99M | 0.65% | 62 |
|
|
2016
Q4 | $21.3M | Buy |
325,977
+12,082
| +4% | +$789K | 0.7% | 53 |
|
|
2016
Q3 | $22.2M | Buy |
313,895
+20,526
| +7% | +$1.45M | 0.64% | 53 |
|
|
2016
Q2 | $21.7M | Buy |
293,369
+36,633
| +14% | +$2.71M | 0.69% | 47 |
|
|
2016
Q1 | $16.7M | Buy |
256,736
+85,427
| +50% | +$5.55M | 0.57% | 58 |
|
|
2015
Q4 | $13.2M | Buy |
171,309
+24,477
| +17% | +$1.89M | 0.52% | 60 |
|
|
2015
Q3 | $12.1M | Buy |
146,832
+12,678
| +9% | +$1.04M | 0.51% | 61 |
|
|
2015
Q2 | $11.8M | Buy |
134,154
+19,158
| +17% | +$1.69M | 0.5% | 67 |
|
|
2015
Q1 | $10.2M | Buy |
114,996
+19,869
| +21% | +$1.76M | 0.44% | 70 |
|
|
2014
Q4 | $7.9M | Buy |
95,127
+13,236
| +16% | +$1.1M | 0.37% | 76 |
|
|
2014
Q3 | $6.91M | Buy |
81,891
+5,647
| +7% | +$476K | 0.36% | 75 |
|
|
2014
Q2 | $6.19M | Buy |
76,244
+7,472
| +11% | +$606K | 0.36% | 75 |
|
|
2014
Q1 | $5.24M | Sell |
68,772
-42,761
| -38% | -$3.26M | 0.36% | 71 |
|
|
2013
Q4 | $8.03M | Buy |
111,533
+5,082
| +5% | +$366K | 0.6% | 47 |
|
|
2013
Q3 | $7.25M | Buy |
106,451
+10,511
| +11% | +$715K | 0.63% | 47 |
|
|
2013
Q2 | $6.08M | Buy |
+95,940
| New | +$6.08M | 0.63% | 47 |
|