Oarsman Capital’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 | $628K | Sell |
4,006
-314
| -7% | -$47.1K | 0.07% | 123 |
|
|
2026
Q1 | $660K | Sell |
4,320
-110
| -2% | -$16.9K | 0.08% | 123 |
|
|
2025
Q4 | $611K | Sell |
4,430
-349
| -7% | -$45.7K | 0.08% | 130 |
|
|
2025
Q3 | $613K | Sell |
4,779
-295
| -6% | -$36K | 0.09% | 125 |
|
|
2025
Q2 | $614K | Sell |
5,074
-285
| -5% | -$32.1K | 0.1% | 128 |
|
|
2025
Q1 | $597K | Sell |
5,359
-240
| -4% | -$25.6K | 0.11% | 122 |
|
|
2024
Q4 | $545K | Sell |
5,599
-228
| -4% | -$24.3K | 0.09% | 126 |
|
|
2024
Q3 | $670K | Sell |
5,827
-33
| -0.6% | -$3.74K | 0.12% | 114 |
|
|
2024
Q2 | $624K | Sell |
5,860
-327
| -5% | -$32.8K | 0.14% | 106 |
|
|
2024
Q1 | $598K | Sell |
6,187
-128
| -2% | -$13.1K | 0.14% | 109 |
|
|
2023
Q4 | $638K | Buy |
6,315
+98
| +2% | +$9.46K | 0.17% | 108 |
|
|
2023
Q3 | $633K | Sell |
6,217
-65
| -1% | -$6.6K | 0.26% | 89 |
|
|
2023
Q2 | $634K | Sell |
6,282
-195
| -3% | -$19.5K | 0.28% | 84 |
|
|
2023
Q1 | $596K | Sell |
6,477
-315
| -5% | -$27.5K | 0.28% | 84 |
|
|
2022
Q4 | $616K | Sell |
6,792
-365
| -5% | -$30.7K | 0.31% | 79 |
|
|
2022
Q3 | $544K | Sell |
7,157
-235
| -3% | -$19.5K | 0.29% | 88 |
|
|
2022
Q2 | $625K | Sell |
7,392
-690
| -9% | -$60.5K | 0.31% | 85 |
|
|
2022
Q1 | $709K | Buy |
8,082
+550
| +7% | +$47.6K | 0.28% | 95 |
|
|
2021
Q4 | $659K | Sell |
7,532
-795
| -10% | -$66K | 0.26% | 98 |
|
|
2021
Q3 | $681K | Sell |
8,327
-405
| -5% | -$36.4K | 0.28% | 99 |
|
|
2021
Q2 | $797K | Sell |
8,732
-10,319
| -54% | -$919K | 0.32% | 94 |
|
|
2021
Q1 | $1.63M | Sell |
19,051
-5,017
| -21% | -$450K | 0.7% | 46 |
|
|
2020
Q4 | $2.27M | Sell |
24,068
-266
| -1% | -$23.2K | 0.88% | 34 |
|
|
2020
Q3 | $2.12M | Sell |
24,334
-2,415
| -9% | -$209K | 0.95% | 29 |
|
|
2020
Q2 | $2.34M | Buy |
26,749
+15,234
| +132% | +$1.31M | 1.15% | 23 |
|
|
2020
Q1 | $949K | Sell |
11,515
-10,622
| -48% | -$948K | 0.88% | 39 |
|
|
2019
Q4 | $2.1M | Buy |
22,137
+9,447
| +74% | +$848K | 0.96% | 32 |
|
|
2019
Q3 | $1.1M | Sell |
12,690
-150
| -1% | -$13.5K | 0.52% | 65 |
|
|
2019
Q2 | $1.17M | Sell |
12,840
-1,510
| -11% | -$128K | 0.53% | 67 |
|
|
2019
Q1 | $1.24M | Sell |
14,350
-334
| -2% | -$26.8K | 0.59% | 61 |
|
|
2018
Q4 | $1.13M | Sell |
14,684
-157
| -1% | -$12.2K | 0.58% | 65 |
|
|
2018
Q3 | $1.15M | Sell |
14,841
-279
| -2% | -$20.6K | 0.46% | 72 |
|
|
2018
Q2 | $1.02M | Buy |
15,120
+1,835
| +14% | +$127K | 0.46% | 76 |
|
|
2018
Q1 | $962K | Buy |
13,285
+122
| +0.9% | +$9.29K | 0.44% | 75 |
|
|
2017
Q4 | $990K | Sell |
13,163
-184
| -1% | -$13.9K | 0.43% | 75 |
|
|
2017
Q3 | $1.03M | Sell |
13,347
-257
| -2% | -$19.4K | 0.43% | 74 |
|
|
2017
Q2 | $1.02M | Sell |
13,604
-352
| -3% | -$24.9K | 0.47% | 73 |
|
|
2017
Q1 | $929K | Sell |
13,956
-1,015
| -7% | -$67.6K | 0.43% | 76 |
|
|
2016
Q4 | $977K | Sell |
14,971
-2,701
| -15% | -$175K | 0.63% | 51 |
|
|
2016
Q3 | $1.25M | Sell |
17,672
-673
| -4% | -$49K | 0.64% | 53 |
|
|
2016
Q2 | $1.36M | Sell |
18,345
-543
| -3% | -$37.5K | 0.7% | 48 |
|
|
2016
Q1 | $1.23M | Buy |
18,888
+16
| +0.1% | +$1.09K | 0.65% | 52 |
|
|
2015
Q4 | $1.46M | Buy |
18,872
+95
| +0.5% | +$7.55K | 0.81% | 43 |
|
|
2015
Q3 | $1.55M | Buy |
18,777
+23
| +0.1% | +$2.05K | 0.91% | 36 |
|
|
2015
Q2 | $1.65M | Sell |
18,754
-318
| -2% | -$29.2K | 1.13% | 24 |
|
|
2015
Q1 | $1.69M | Sell |
19,072
-56
| -0.3% | -$4.97K | 1.16% | 22 |
|
|
2014
Q4 | $1.59M | Sell |
19,128
-235
| -1% | -$19.5K | 1.14% | 23 |
|
|
2014
Q3 | $1.63M | Buy |
19,363
+62
| +0.3% | +$5.02K | 1.2% | 19 |
|
|
2014
Q2 | $1.57M | Sell |
19,301
-23
| -0.1% | -$1.81K | 1.14% | 23 |
|
|
2014
Q1 | $1.47M | Sell |
19,324
-228
| -1% | -$16.6K | 1.14% | 24 |
|
|
2013
Q4 | $1.41M | Buy |
19,552
+83
| +0.4% | +$5.77K | 1.13% | 25 |
|
|
2013
Q3 | $1.34M | Buy |
19,469
+441
| +2% | +$29.2K | 1.17% | 23 |
|
|
2013
Q2 | $1.21M | Buy |
+19,028
| New | +$1.24M | 1.14% | 25 |
|
Other funds holding NVS
Oarsman Capital's NVS Position: Q2 2026 in Review
Oarsman Capital reduced its Novartis (NVS) stake by 7.3% in Q2 2026, selling an estimated $47.1K and leaving 4,006 shares worth $628K. The position accounts for 0.07% of the portfolio, ranked #123.
Oarsman Capital first reported a position in NVS in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.34M in Q2 2020. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- Oarsman Capital held 4,006 shares of Novartis worth $628K as of Q2 2026.
- Oarsman Capital sold 314 Novartis shares in Q2 2026, an estimated $47.1K.
- Novartis made up 0.07% of Oarsman Capital's portfolio in Q2 2026, its #123 holding.
- Oarsman Capital first reported a position in Novartis in Q2 2013 and has held it in 53 quarters since.
- Oarsman Capital's Novartis position peaked at $2.34M in Q2 2020.
- 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on Oarsman Capital's 13F filing for Q2 2026, filed 7 Aug 2026.