NewEdge 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 | $11.6M | Buy |
75,954
+414
| +0.5% | +$63.5K | 0.04% | 413 |
|
|
2025
Q4 | $10.4M | Buy |
75,540
+2,901
| +4% | +$380K | 0.04% | 418 |
|
|
2025
Q3 | $9.32M | Buy |
72,639
+4,356
| +6% | +$532K | 0.04% | 417 |
|
|
2025
Q2 | $8.26M | Sell |
68,283
-8,805
| -11% | -$992K | 0.04% | 413 |
|
|
2025
Q1 | $8.59M | Sell |
77,088
-9,219
| -11% | -$981K | 0.05% | 361 |
|
|
2024
Q4 | $8.4M | Buy |
86,307
+921
| +1% | +$98.2K | 0.05% | 351 |
|
|
2024
Q3 | $9.82M | Sell |
85,386
-19,771
| -19% | -$2.24M | 0.06% | 299 |
|
|
2024
Q2 | $11.2M | Sell |
105,157
-284,568
| -73% | -$28.6M | 0.08% | 245 |
|
|
2024
Q1 | $37.7M | Sell |
389,725
-1,733
| -0.4% | -$178K | 0.33% | 63 |
|
|
2023
Q4 | $39.9M | Buy |
391,458
+19,029
| +5% | +$1.84M | 0.38% | 56 |
|
|
2023
Q3 | $37.9M | Buy |
372,429
+8,708
| +2% | +$884K | 0.42% | 55 |
|
|
2023
Q2 | $36.7M | Sell |
363,721
-4,427
| -1% | -$443K | 0.41% | 60 |
|
|
2023
Q1 | $33.9M | Buy |
368,148
+330,084
| +867% | +$28.8M | 0.42% | 60 |
|
|
2022
Q4 | $1.52M | Sell |
38,064
-1,043
| -3% | -$87.8K | 0.04% | 389 |
|
|
2022
Q3 | $2.97M | Sell |
39,107
-868
| -2% | -$72K | 0.05% | 343 |
|
|
2022
Q2 | $3.38M | Buy |
39,975
+1,694
| +4% | +$149K | 0.06% | 317 |
|
|
2022
Q1 | $3.36M | Buy |
38,281
+953
| +3% | +$82.5K | 0.06% | 314 |
|
|
2021
Q4 | $3.27M | Buy |
37,328
+14,749
| +65% | +$1.22M | 0.05% | 323 |
|
|
2021
Q3 | $1.85M | Sell |
22,579
-646
| -3% | -$58.1K | 0.05% | 340 |
|
|
2021
Q2 | $2.12M | Sell |
23,225
-498
| -2% | -$44.3K | 0.06% | 298 |
|
|
2021
Q1 | $2.03M | Sell |
23,723
-2,518
| -10% | -$226K | 0.06% | 282 |
|
|
2020
Q4 | $2.48M | Sell |
26,241
-19,596
| -43% | -$1.71M | 0.08% | 223 |
|
|
2020
Q3 | $3.99M | Sell |
45,837
-181,633
| -80% | -$15.7M | 0.14% | 153 |
|
|
2020
Q2 | $19.9M | Buy |
227,470
+33,141
| +17% | +$2.86M | 0.78% | 31 |
|
|
2020
Q1 | $16M | Buy |
194,329
+18,255
| +10% | +$1.63M | 0.77% | 31 |
|
|
2019
Q4 | $16.7M | Buy |
176,074
+17,856
| +11% | +$1.6M | 0.66% | 36 |
|
|
2019
Q3 | $13.7M | Buy |
158,218
+147,189
| +1,335% | +$13.2M | 0.61% | 41 |
|
|
2019
Q2 | $1.01M | Sell |
11,029
-221
| -2% | -$18.7K | 0.06% | 278 |
|
|
2019
Q1 | $969K | Buy |
11,250
+1,048
| +10% | +$84.1K | 0.06% | 278 |
|
|
2018
Q4 | $784 | Sell |
10,202
-523
| -5% | -$40.7K | 0.05% | 285 |
|
|
2018
Q3 | $828K | Buy |
10,725
+141
| +1% | +$10.4K | 0.06% | 263 |
|
|
2018
Q2 | $709 | Sell |
10,584
-3,403
| -24% | -$235K | 0.06% | 256 |
|
|
2018
Q1 | $997K | Buy |
13,987
+1,131
| +9% | +$86.1K | 0.11% | 187 |
|
|
2017
Q4 | $993K | Sell |
12,856
-527
| -4% | -$39.8K | 0.13% | 161 |
|
|
2017
Q3 | $1.02M | Sell |
13,383
-686
| -5% | -$51.8K | 0.16% | 152 |
|
|
2017
Q2 | $1.04M | Buy |
14,069
+3,148
| +29% | +$223K | 0.18% | 130 |
|
|
2017
Q1 | $721K | Sell |
10,921
-1,386
| -11% | -$92.4K | 0.16% | 136 |
|
|
2016
Q4 | $800K | Sell |
12,307
-240
| -2% | -$15.6K | 0.22% | 100 |
|
|
2016
Q3 | $888K | Buy |
12,547
+1,706
| +16% | +$124K | 0.28% | 75 |
|
|
2016
Q2 | $801K | Buy |
+10,841
| New | +$749K | 0.33% | 66 |
|
Other funds holding NVS
