Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $939K | Sell |
6,145
-74
| -1% | -$11.3K | 0.09% | 123 |
|
|
2025
Q4 | $857K | Sell |
6,219
-169
| -3% | -$22.1K | 0.08% | 132 |
|
|
2025
Q3 | $819K | Buy |
6,388
+136
| +2% | +$16.6K | 0.07% | 134 |
|
|
2025
Q2 | $711K | Sell |
6,252
-171
| -3% | -$19.3K | 0.07% | 132 |
|
|
2025
Q1 | $716K | Sell |
6,423
-36
| -0.6% | -$3.83K | 0.08% | 127 |
|
|
2024
Q4 | $629K | Buy |
6,459
+315
| +5% | +$33.6K | 0.06% | 133 |
|
|
2024
Q3 | $707K | Buy |
6,144
+75
| +1% | +$8.51K | 0.07% | 135 |
|
|
2024
Q2 | $646K | Buy |
6,069
+867
| +17% | +$87K | 0.04% | 188 |
|
|
2024
Q1 | $503K | Buy |
5,202
+594
| +13% | +$60.9K | 0.03% | 203 |
|
|
2023
Q4 | $465K | Buy |
4,608
+2,549
| +124% | +$246K | 0.03% | 195 |
|
|
2023
Q3 | $210K | Buy |
2,059
+1,405
| +215% | +$143K | 0.01% | 228 |
|
|
2023
Q2 | $66K | Buy |
654
+323
| +98% | +$32.3K | ﹤0.01% | 327 |
|
|
2023
Q1 | $30.5K | Sell |
331
-17
| -5% | -$1.49K | ﹤0.01% | 382 |
|
|
2022
Q4 | $31.6K | Hold |
348
| – | – | ﹤0.01% | 383 |
|
|
2022
Q3 | $26K | Sell |
348
-771
| -69% | -$63.9K | ﹤0.01% | 425 |
|
|
2022
Q2 | $95K | Buy |
1,119
+752
| +205% | +$66K | 0.01% | 291 |
|
|
2022
Q1 | $32K | Sell |
367
-105
| -22% | -$9.09K | ﹤0.01% | 393 |
|
|
2021
Q4 | $41K | Hold |
472
| – | – | ﹤0.01% | 368 |
|
|
2021
Q3 | $39K | Sell |
472
-55,255
| -99% | -$4.97M | ﹤0.01% | 372 |
|
|
2021
Q2 | $5.08M | Buy |
55,727
+1,701
| +3% | +$151K | 0.33% | 113 |
|
|
2021
Q1 | $4.62M | Buy |
54,026
+2,231
| +4% | +$200K | 0.33% | 114 |
|
|
2020
Q4 | $4.89M | Buy |
51,795
+1,342
| +3% | +$117K | 0.36% | 99 |
|
|
2020
Q3 | $4.39M | Buy |
50,453
+243
| +0.5% | +$21.1K | 0.35% | 103 |
|
|
2020
Q2 | $4.39M | Buy |
50,210
+1,281
| +3% | +$111K | 0.38% | 95 |
|
|
2020
Q1 | $4.03M | Buy |
48,929
+641
| +1% | +$57.2K | 0.4% | 88 |
|
|
2019
Q4 | $4.57M | Buy |
48,288
+2,001
| +4% | +$180K | 0.38% | 97 |
|
|
2019
Q3 | $4.02M | Buy |
46,287
+830
| +2% | +$74.5K | 0.36% | 104 |
|
|
2019
Q2 | $4.15M | Sell |
45,457
-3,503
| -7% | -$296K | 0.39% | 93 |
|
|
2019
Q1 | $4.22M | Sell |
48,960
-669
| -1% | -$53.7K | 0.42% | 84 |
|
|
2018
Q4 | $3.82M | Sell |
49,629
-1,289
| -3% | -$100K | 0.42% | 85 |
|
|
2018
Q3 | $3.93M | Sell |
50,918
-53,568
| -51% | -$3.96M | 0.39% | 88 |
|
|
2018
Q2 | $7.07M | Buy |
104,486
+2,961
| +3% | +$204K | 0.73% | 33 |
|
|
2018
Q1 | $7.36M | Buy |
101,525
+226
| +0.2% | +$17.2K | 0.75% | 32 |
|
|
2017
Q4 | $7.62M | Sell |
101,299
-3,053
| -3% | -$230K | 0.77% | 31 |
|
|
2017
Q3 | $8.03M | Sell |
104,352
-2,392
| -2% | -$181K | 0.82% | 29 |
|
|
2017
Q2 | $7.98M | Sell |
106,744
-1,200
| -1% | -$85K | 0.83% | 30 |
|
|
2017
Q1 | $7.18M | Sell |
107,944
-6,165
| -5% | -$411K | 0.78% | 32 |
|
|
2016
Q4 | $7.45M | Buy |
114,109
+5,325
| +5% | +$345K | 0.83% | 32 |
|
|
2016
Q3 | $7.7M | Sell |
108,784
-1,852
| -2% | -$135K | 0.86% | 29 |
|
|
2016
Q2 | $8.18M | Buy |
110,636
+3,372
| +3% | +$233K | 0.91% | 28 |
|
|
2016
Q1 | $6.96M | Buy |
107,264
+3,844
| +4% | +$262K | 0.79% | 35 |
|
|
2015
Q4 | $7.97M | Buy |
103,420
+1,075
| +1% | +$85.4K | 0.95% | 24 |
|
|
2015
Q3 | $8.43M | Sell |
102,345
-292
| -0.3% | -$26K | 1.02% | 22 |
|
|
2015
Q2 | $9.04M | Sell |
102,637
-1,441
| -1% | -$132K | 1.03% | 24 |
|
|
2015
Q1 | $9.2M | Sell |
104,078
-5,277
| -5% | -$468K | 1.03% | 24 |
|
|
2014
Q4 | $9.08M | Sell |
109,355
-70
| -0.1% | -$5.8K | 0.97% | 29 |
|
|
2014
Q3 | $9.23M | Buy |
109,425
+2,113
| +2% | +$171K | 0.97% | 27 |
|
|
2014
Q2 | $8.71M | Buy |
107,312
+1,100
| +1% | +$86.5K | 0.95% | 27 |
|
|
2014
Q1 | $8.09M | Buy |
106,212
+2
| +0% | +$146 | 0.93% | 28 |
|
|
2013
Q4 | $7.65M | Buy |
106,210
+1,714
| +2% | +$119K | 0.88% | 29 |
|
|
2013
Q3 | $7.18M | Buy |
104,496
+1,998
| +2% | +$132K | 0.88% | 28 |
|
|
2013
Q2 | $6.5M | Buy |
+102,498
| New | +$6.67M | 0.83% | 29 |
|
Other funds holding NVS
MOTCO's NVS Position: Q1 2026 in Review
MOTCO reduced its Novartis (NVS) stake by 1.2% in Q1 2026, selling an estimated $11.3K and leaving 6,145 shares worth $939K. The position accounts for 0.09% of the portfolio, ranked #123.
MOTCO first reported a position in NVS in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.23M in Q3 2014. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- MOTCO held 6,145 shares of Novartis worth $939K as of Q1 2026.
- MOTCO sold 74 Novartis shares in Q1 2026, an estimated $11.3K.
- Novartis made up 0.09% of MOTCO's portfolio in Q1 2026, its #123 holding.
- MOTCO first reported a position in Novartis in Q2 2013 and has held it in 52 quarters since.
- MOTCO's Novartis position peaked at $9.23M in Q3 2014.
- 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.