Northwestern Mutual Wealth Management’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 | $9.54M | Sell |
62,486
-623
| -1% | -$95.5K | 0.01% | 616 |
|
|
2025
Q4 | $8.7M | Sell |
63,109
-1,389
| -2% | -$182K | 0.01% | 610 |
|
|
2025
Q3 | $8.27M | Sell |
64,498
-2,046
| -3% | -$250K | 0.01% | 596 |
|
|
2025
Q2 | $8.05M | Sell |
66,544
-53
| -0.1% | -$5.97K | 0.01% | 555 |
|
|
2025
Q1 | $7.42M | Buy |
66,597
+708
| +1% | +$75.4K | 0.01% | 550 |
|
|
2024
Q4 | $6.41M | Sell |
65,889
-5,053
| -7% | -$539K | 0.01% | 555 |
|
|
2024
Q3 | $8.16M | Buy |
70,942
+4,062
| +6% | +$461K | 0.01% | 498 |
|
|
2024
Q2 | $7.12M | Buy |
66,880
+2,689
| +4% | +$270K | 0.01% | 501 |
|
|
2024
Q1 | $6.21M | Buy |
64,191
+648
| +1% | +$66.4K | 0.01% | 516 |
|
|
2023
Q4 | $6.42M | Sell |
63,543
-1,745
| -3% | -$168K | 0.01% | 485 |
|
|
2023
Q3 | $6.65M | Buy |
65,288
+1,777
| +3% | +$180K | 0.01% | 443 |
|
|
2023
Q2 | $6.41M | Buy |
63,511
+1,021
| +2% | +$102K | 0.01% | 460 |
|
|
2023
Q1 | $5.75M | Sell |
62,490
-83
| -0.1% | -$7.25K | 0.01% | 457 |
|
|
2022
Q4 | $5.68M | Sell |
62,573
-2,597
| -4% | -$219K | 0.01% | 438 |
|
|
2022
Q3 | $4.95M | Sell |
65,170
-3,923
| -6% | -$325K | 0.01% | 427 |
|
|
2022
Q2 | $5.84M | Buy |
69,093
+9,345
| +16% | +$820K | 0.01% | 384 |
|
|
2022
Q1 | $5.24M | Buy |
59,748
+28
| +0% | +$2.42K | 0.01% | 427 |
|
|
2021
Q4 | $5.22M | Sell |
59,720
-6,775
| -10% | -$563K | 0.01% | 407 |
|
|
2021
Q3 | $5.44M | Buy |
66,495
+757
| +1% | +$68.1K | 0.01% | 368 |
|
|
2021
Q2 | $6M | Sell |
65,738
-8,525
| -11% | -$759K | 0.01% | 348 |
|
|
2021
Q1 | $6.35M | Sell |
74,263
-7,717
| -9% | -$693K | 0.01% | 301 |
|
|
2020
Q4 | $7.74M | Sell |
81,980
-55,708
| -40% | -$4.87M | 0.02% | 255 |
|
|
2020
Q3 | $12M | Buy |
137,688
+4,701
| +4% | +$407K | 0.03% | 195 |
|
|
2020
Q2 | $11.6M | Buy |
132,987
+19,088
| +17% | +$1.65M | 0.04% | 187 |
|
|
2020
Q1 | $9.39M | Buy |
113,899
+18,784
| +20% | +$1.68M | 0.04% | 183 |
|
|
2019
Q4 | $9.01M | Buy |
95,115
+7,265
| +8% | +$652K | 0.03% | 202 |
|
|
2019
Q3 | $7.63M | Sell |
87,850
-2,911
| -3% | -$261K | 0.03% | 216 |
|
|
2019
Q2 | $8.29M | Sell |
90,761
-4,547
| -5% | -$385K | 0.03% | 201 |
|
|
2019
Q1 | $8.21M | Buy |
95,308
+21,036
| +28% | +$1.69M | 0.04% | 197 |
|
|
2018
Q4 | $5.71M | Buy |
74,272
+9,542
| +15% | +$743K | 0.03% | 221 |
|
|
2018
Q3 | $5M | Buy |
64,730
+1,644
| +3% | +$122K | 0.03% | 222 |
|
|
2018
Q2 | $4.27M | Buy |
63,086
+2,842
| +5% | +$196K | 0.02% | 225 |
|
|
2018
Q1 | $4.36M | Buy |
60,244
+4,461
| +8% | +$340K | 0.03% | 214 |
|
|
2017
Q4 | $4.2M | Buy |
55,783
+867
| +2% | +$65.4K | 0.03% | 210 |
|
|
2017
Q3 | $4.22M | Buy |
54,916
+6,228
| +13% | +$470K | 0.03% | 207 |
|
|
2017
Q2 | $3.64M | Sell |
48,688
-2,259
| -4% | -$160K | 0.03% | 213 |
|
|
2017
Q1 | $3.39M | Buy |
50,947
+7,410
| +17% | +$494K | 0.03% | 210 |
|
|
2016
Q4 | $2.84M | Buy |
43,537
+40,610
| +1,387% | +$2.63M | 0.03% | 225 |
|
|
2016
Q3 | $207K | Sell |
2,927
-37,752
| -93% | -$2.75M | 0.01% | 176 |
|
|
2016
Q2 | $3.01M | Buy |
40,679
+2,705
| +7% | +$187K | 0.04% | 201 |
|
|
2016
Q1 | $2.46M | Buy |
37,974
+3,246
| +9% | +$221K | 0.04% | 198 |
|
|
2015
Q4 | $2.68M | Buy |
34,728
+842
| +2% | +$66.9K | 0.05% | 190 |
|
|
2015
Q3 | $2.79M | Buy |
33,886
+3,782
| +13% | +$337K | 0.07% | 184 |
|
|
2015
Q2 | $2.65M | Buy |
30,104
+385
| +1% | +$35.3K | 0.07% | 174 |
|
|
2015
Q1 | $2.63M | Buy |
29,719
+2,510
| +9% | +$223K | 0.07% | 171 |
|
|
2014
Q4 | $2.26M | Buy |
27,209
+3,516
| +15% | +$291K | 0.07% | 174 |
|
|
2014
Q3 | $2M | Buy |
23,693
+2,427
| +11% | +$196K | 0.07% | 176 |
|
|
2014
Q2 | $1.73M | Buy |
21,266
+69
| +0.3% | +$5.43K | 0.07% | 172 |
|
|
2014
Q1 | $1.61M | Buy |
21,197
+5,184
| +32% | +$378K | 0.07% | 177 |
|
|
2013
Q4 | $1.15M | Buy |
16,013
+1,713
| +12% | +$119K | 0.05% | 199 |
|
|
2013
Q3 | $984K | Buy |
14,300
+1,266
| +10% | +$83.8K | 0.05% | 197 |
|
|
2013
Q2 | $827K | Buy |
+13,034
| New | +$848K | 0.05% | 203 |
|
Other funds holding NVS
Northwestern Mutual Wealth Management's NVS Position: Q1 2026 in Review
Northwestern Mutual Wealth Management reduced its Novartis (NVS) stake by 0.99% in Q1 2026, selling an estimated $95.5K and leaving 62,486 shares worth $9.54M. The position accounts for 0.01% of the portfolio, ranked #616.
Northwestern Mutual Wealth Management first reported a position in NVS in Q2 2013 and has held it in 52 quarters since. The position peaked at $12M in Q3 2020. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- Northwestern Mutual Wealth Management held 62,486 shares of Novartis worth $9.54M as of Q1 2026.
- Northwestern Mutual Wealth Management sold 623 Novartis shares in Q1 2026, an estimated $95.5K.
- Novartis made up 0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #616 holding.
- Northwestern Mutual Wealth Management first reported a position in Novartis in Q2 2013 and has held it in 52 quarters since.
- Northwestern Mutual Wealth Management's Novartis position peaked at $12M in Q3 2020.
- 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.