Naples Global 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
Q2 | $4.09M | Sell |
26,087
-100
| -0.4% | -$15K | 0.25% | 98 |
|
|
2026
Q1 | $4M | Buy |
26,187
+57
| +0.2% | +$8.74K | 0.29% | 94 |
|
|
2025
Q4 | $3.6M | Sell |
26,130
-170
| -0.6% | -$22.3K | 0.27% | 99 |
|
|
2025
Q3 | $3.37M | Sell |
26,300
-535
| -2% | -$65.3K | 0.26% | 100 |
|
|
2025
Q2 | $3.25M | Sell |
26,835
-399
| -1% | -$45K | 0.28% | 97 |
|
|
2025
Q1 | $3.14M | Sell |
27,234
-775
| -3% | -$82.5K | 0.3% | 95 |
|
|
2024
Q4 | $2.73M | Sell |
28,009
-50
| -0.2% | -$5.33K | 0.25% | 105 |
|
|
2024
Q3 | $3.23M | Sell |
28,059
-80
| -0.3% | -$9.08K | 0.3% | 99 |
|
|
2024
Q2 | $3M | Sell |
28,139
-296
| -1% | -$29.7K | 0.3% | 93 |
|
|
2024
Q1 | $2.86M | Buy |
28,435
+86
| +0.3% | +$8.82K | 0.29% | 99 |
|
|
2023
Q4 | $2.86M | Sell |
28,349
-300
| -1% | -$29K | 0.31% | 91 |
|
|
2023
Q3 | $2.92M | Sell |
28,649
-375
| -1% | -$38.1K | 0.35% | 83 |
|
|
2023
Q2 | $2.93M | Sell |
29,024
-375
| -1% | -$37.5K | 0.34% | 87 |
|
|
2023
Q1 | $2.7M | Buy |
29,399
+55
| +0.2% | +$4.8K | 0.34% | 92 |
|
|
2022
Q4 | $2.66M | Buy |
29,344
+450
| +2% | +$37.9K | 0.34% | 90 |
|
|
2022
Q3 | $2.2M | Buy |
28,894
+1,150
| +4% | +$95.3K | 0.3% | 103 |
|
|
2022
Q2 | $2.35M | Buy |
27,744
+1,176
| +4% | +$103K | 0.3% | 103 |
|
|
2022
Q1 | $2.33M | Buy |
26,568
+430
| +2% | +$37.2K | 0.27% | 115 |
|
|
2021
Q4 | $2.29M | Buy |
26,138
+410
| +2% | +$34K | 0.26% | 114 |
|
|
2021
Q3 | $2.1M | Buy |
25,728
+564
| +2% | +$50.7K | 0.28% | 111 |
|
|
2021
Q2 | $2.3M | Buy |
25,164
+930
| +4% | +$82.8K | 0.32% | 97 |
|
|
2021
Q1 | $2.07M | Buy |
24,234
+340
| +1% | +$30.5K | 0.31% | 97 |
|
|
2020
Q4 | $2.26M | Buy |
23,894
+2,315
| +11% | +$202K | 0.38% | 79 |
|
|
2020
Q3 | $1.88M | Buy |
21,579
+1,841
| +9% | +$159K | 0.37% | 82 |
|
|
2020
Q2 | $1.72M | Buy |
19,738
+210
| +1% | +$18.1K | 0.37% | 81 |
|
|
2020
Q1 | $1.61M | Sell |
19,528
-1,381
| -7% | -$123K | 0.42% | 68 |
|
|
2019
Q4 | $1.98M | Sell |
20,909
-100
| -0.5% | -$8.97K | 0.42% | 71 |
|
|
2019
Q3 | $1.83M | Buy |
21,009
+10
| +0% | +$898 | 0.43% | 71 |
|
|
2019
Q2 | $1.92M | Sell |
20,999
-2,073
| -9% | -$175K | 0.47% | 66 |
|
|
2019
Q1 | $1.99M | Buy |
23,072
+84
| +0.4% | +$6.74K | 0.51% | 60 |
|
|
2018
Q4 | $1.81M | Buy |
22,988
+128
| +0.6% | +$9.96K | 0.52% | 57 |
|
|
2018
Q3 | $1.76M | Buy |
22,860
+809
| +4% | +$59.8K | 0.47% | 61 |
|
|
2018
Q2 | $1.49M | Hold |
22,051
| – | – | 0.42% | 74 |
|
|
2018
Q1 | $1.6M | Buy |
22,051
+1,423
| +7% | +$108K | 0.47% | 64 |
|
|
2017
Q4 | $1.55M | Buy |
20,628
+1,611
| +8% | +$122K | 0.46% | 67 |
|
|
2017
Q3 | $1.46M | Buy |
19,017
+1,284
| +7% | +$97K | 0.49% | 64 |
|
|
2017
Q2 | $1.33M | Sell |
17,733
-279
| -2% | -$19.8K | 0.47% | 70 |
|
|
2017
Q1 | $1.2M | Sell |
18,012
-11
| -0.1% | -$733 | 0.43% | 83 |
|
|
2016
Q4 | $1.18M | Buy |
18,023
+697
| +4% | +$45.2K | 0.46% | 74 |
|
|
2016
Q3 | $1.23M | Hold |
17,326
| – | – | 0.48% | 66 |
|
|
2016
Q2 | $1.28M | Buy |
17,326
+1,200
| +7% | +$82.9K | 0.52% | 62 |
|
|
2016
Q1 | $1.05M | Buy |
16,126
+809
| +5% | +$55K | 0.44% | 85 |
|
|
2015
Q4 | $1.18M | Buy |
15,317
+430
| +3% | +$34.2K | 0.57% | 61 |
|
|
2015
Q3 | $1.23M | Buy |
14,887
+3,866
| +35% | +$344K | 0.63% | 54 |
|
|
2015
Q2 | $971K | Buy |
11,021
+401
| +4% | +$36.8K | 0.47% | 85 |
|
|
2015
Q1 | $938K | Buy |
10,620
+18
| +0.2% | +$1.6K | 0.45% | 91 |
|
|
2014
Q4 | $880K | Buy |
10,602
+881
| +9% | +$73K | 0.47% | 91 |
|
|
2014
Q3 | $820K | Buy |
9,721
+139
| +1% | +$11.2K | 0.48% | 87 |
|
|
2014
Q2 | $777K | Buy |
9,582
+335
| +4% | +$26.3K | 0.46% | 85 |
|
|
2014
Q1 | $704K | Buy |
9,247
+669
| +8% | +$48.7K | 0.43% | 86 |
|
|
2013
Q4 | $618K | Buy |
+8,578
| New | +$596K | 0.41% | 97 |
|
Other funds holding NVS
Naples Global Advisors's NVS Position: Q2 2026 in Review
Naples Global Advisors reduced its Novartis (NVS) stake by 0.38% in Q2 2026, selling an estimated $15K and leaving 26,087 shares worth $4.09M. The position accounts for 0.25% of the portfolio, ranked #98.
Naples Global Advisors first reported a position in NVS in Q4 2013 and has held it in 51 quarters since. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- Naples Global Advisors held 26,087 shares of Novartis worth $4.09M as of Q2 2026.
- Naples Global Advisors sold 100 Novartis shares in Q2 2026, an estimated $15K.
- Novartis made up 0.25% of Naples Global Advisors's portfolio in Q2 2026, its #98 holding.
- Naples Global Advisors first reported a position in Novartis in Q4 2013 and has held it in 51 quarters since.
- 1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.