Nisa Investment 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 | $207K | Buy |
1,354
+54
| +4% | +$8.28K | ﹤0.01% | 1201 |
|
|
2025
Q4 | $179K | Buy |
1,300
+88
| +7% | +$11.5K | ﹤0.01% | 1254 |
|
|
2025
Q3 | $155K | Sell |
1,212
-10
| -0.8% | -$1.22K | ﹤0.01% | 1314 |
|
|
2025
Q2 | $148K | Hold |
1,222
| – | – | ﹤0.01% | 1293 |
|
|
2025
Q1 | $136K | Buy |
1,222
+200
| +20% | +$21.3K | ﹤0.01% | 1323 |
|
|
2024
Q4 | $99.5K | Buy |
1,022
+500
| +96% | +$53.3K | ﹤0.01% | 1474 |
|
|
2024
Q3 | $60K | Hold |
522
| – | – | ﹤0.01% | 1595 |
|
|
2024
Q2 | $55.6K | Buy |
522
+500
| +2,273% | +$50.2K | ﹤0.01% | 1635 |
|
|
2024
Q1 | $2.13K | Hold |
22
| – | – | ﹤0.01% | 2222 |
|
|
2023
Q4 | $2.22K | Hold |
22
| – | – | ﹤0.01% | 2175 |
|
|
2023
Q3 | $2.24K | Hold |
22
| – | – | ﹤0.01% | 2339 |
|
|
2023
Q2 | $2.22K | Hold |
22
| – | – | ﹤0.01% | 2364 |
|
|
2023
Q1 | $2K | Hold |
22
| – | – | ﹤0.01% | 2330 |
|
|
2022
Q4 | $2K | Hold |
22
| – | – | ﹤0.01% | 2372 |
|
|
2022
Q3 | $2K | Hold |
22
| – | – | ﹤0.01% | 2374 |
|
|
2022
Q2 | $2K | Hold |
22
| – | – | ﹤0.01% | 2349 |
|
|
2022
Q1 | $2K | Hold |
22
| – | – | ﹤0.01% | 2344 |
|
|
2021
Q4 | $2K | Hold |
22
| – | – | ﹤0.01% | 2127 |
|
|
2021
Q3 | $2 | Sell |
22
-12
| -35% | -$1.08K | ﹤0.01% | 2294 |
|
|
2021
Q2 | $3 | Hold |
34
| – | – | ﹤0.01% | 2295 |
|
|
2021
Q1 | $3 | Hold |
34
| – | – | ﹤0.01% | 2277 |
|
|
2020
Q4 | $3K | Hold |
34
| – | – | ﹤0.01% | 2280 |
|
|
2020
Q3 | $3K | Sell |
34
-900
| -96% | -$78K | ﹤0.01% | 2223 |
|
|
2020
Q2 | $82K | Sell |
934
-42
| -4% | -$3.63K | ﹤0.01% | 1490 |
|
|
2020
Q1 | $80K | Sell |
976
-3,200
| -77% | -$286K | ﹤0.01% | 1433 |
|
|
2019
Q4 | $395K | Hold |
4,176
| – | – | ﹤0.01% | 1164 |
|
|
2019
Q3 | $363K | Sell |
4,176
-2
| -0% | -$180 | ﹤0.01% | 1182 |
|
|
2019
Q2 | $381K | Sell |
4,178
-485
| -10% | -$41K | ﹤0.01% | 1160 |
|
|
2019
Q1 | $402K | Hold |
4,663
| – | – | ﹤0.01% | 1126 |
|
|
2018
Q4 | $359K | Hold |
4,663
| – | – | ﹤0.01% | 1094 |
|
|
2018
Q3 | $360K | Buy |
4,663
+4,576
| +5,260% | +$338K | ﹤0.01% | 1185 |
|
|
2018
Q2 | $6K | Sell |
87
-223
| -72% | -$15.4K | ﹤0.01% | 1820 |
|
|
2018
Q1 | $21K | Hold |
310
| – | – | ﹤0.01% | 1477 |
|
|
2017
Q4 | $21K | Hold |
310
| – | – | ﹤0.01% | 1538 |
|
|
2017
Q3 | $21K | Buy |
310
+5
| +2% | +$378 | ﹤0.01% | 1516 |
|
|
2017
Q2 | $20K | Sell |
305
-245
| -45% | -$17.4K | ﹤0.01% | 1491 |
|
|
2017
Q1 | $36K | Hold |
550
| – | – | ﹤0.01% | 1456 |
|
|
2016
Q4 | $36K | Hold |
550
| – | – | ﹤0.01% | 1481 |
|
|
2016
Q3 | $39K | Sell |
550
-34
| -6% | -$2.48K | ﹤0.01% | 1442 |
|
|
2016
Q2 | $42K | Buy |
584
+37
| +7% | +$2.56K | ﹤0.01% | 1415 |
|
|
2016
Q1 | $35K | Buy |
+547
| New | +$37.2K | ﹤0.01% | 1445 |
|
Other funds holding NVS
Nisa Investment Advisors's NVS Position: Q1 2026 in Review
Nisa Investment Advisors increased its Novartis (NVS) stake by 4.2% in Q1 2026, buying an estimated $8.28K and bringing the position to 1,354 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #1201.
Nisa Investment Advisors first reported a position in NVS in Q1 2016 and has held it in 41 quarters since. The position peaked at $402K in Q1 2019. 1,596 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- Nisa Investment Advisors held 1,354 shares of Novartis worth $207K as of Q1 2026.
- Nisa Investment Advisors bought 54 Novartis shares in Q1 2026, an estimated $8.28K.
- Novartis made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #1201 holding.
- Nisa Investment Advisors first reported a position in Novartis in Q1 2016 and has held it in 41 quarters since.
- Nisa Investment Advisors's Novartis position peaked at $402K in Q1 2019.
- 1,596 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.