O'Brien Greene & Co’s Novartis NVS Stock Holding History

O'Brien Greene & Co’s Portfolio NVS Stock Details NVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$724K	Hold	5,081	–	–	0.2%	67
2026 Q2	$796K	Hold	5,081	–	–	0.22%	69
2026 Q1	$776K	Hold	5,081	–	–	0.22%	63
2025 Q4	$701K	Hold	5,081	–	–	0.21%	69
2025 Q3	$652K	Sell	5,081 -617	-11%	-$75.3K	0.2%	71
2025 Q2	$690K	Hold	5,698	–	–	0.23%	67
2025 Q1	$635K	Hold	5,698	–	–	0.21%	67
2024 Q4	$554K	Buy	5,698 +124	+2%	+$13.2K	0.18%	76
2024 Q3	$641K	Sell	5,574 -124	-2%	-$14.1K	0.2%	73
2024 Q2	$607K	Buy	5,698 +124	+2%	+$12.4K	0.19%	78
2024 Q1	$539K	Hold	5,574	–	–	0.18%	82
2023 Q4	$563K	Hold	5,574	–	–	0.2%	77
2023 Q3	$568K	Hold	5,574	–	–	0.21%	73
2023 Q2	$563K	Hold	5,574	–	–	0.2%	77
2023 Q1	$513K	Hold	5,574	–	–	0.19%	79
2022 Q4	$506K	Sell	5,574 -11,538	-67%	-$972K	0.19%	78
2022 Q3	$1.3M	Buy	17,112 +11,408	+200%	+$946K	0.17%	89
2022 Q2	$483K	Hold	5,704	–	–	0.18%	83
2022 Q1	$500K	Hold	5,704	–	–	0.17%	87
2021 Q4	$499K	Buy	5,704 +130	+2%	+$10.8K	0.16%	88
2021 Q3	$456K	Hold	5,574	–	–	0.17%	90
2021 Q2	$508K	Hold	5,574	–	–	0.18%	84
2021 Q1	$477K	Hold	5,574	–	–	0.19%	84
2020 Q4	$526K	Hold	5,574	–	–	0.22%	81
2020 Q3	$485K	Hold	5,574	–	–	0.23%	74
2020 Q2	$487K	Hold	5,574	–	–	0.26%	73
2020 Q1	$460K	Hold	5,574	–	–	0.31%	68
2019 Q4	$528K	Hold	5,574	–	–	0.27%	77
2019 Q3	$484K	Hold	5,574	–	–	0.26%	77
2019 Q2	$509K	Sell	5,574 -647	-10%	-$54.8K	0.27%	78
2019 Q1	$536K	Hold	6,221	–	–	0.27%	78
2018 Q4	$478K	Buy	+6,221	New	+$484K	0.28%	66

Other funds holding NVS

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

TCTC Holdings Dallas, Texas $4.25B AUM 42% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

O'Brien Greene & Co's NVS Position: Q3 2026 in Review

O'Brien Greene & Co held its Novartis (NVS) position steady in Q3 2026 at 5,081 shares worth $724K. The position accounts for 0.2% of the portfolio, ranked #67.

O'Brien Greene & Co first reported a position in NVS in Q4 2018 and has held it in 32 quarters since. The position peaked at $1.3M in Q3 2022. 939 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

O'Brien Greene & Co held 5,081 shares of Novartis worth $724K as of Q3 2026.
O'Brien Greene & Co left its Novartis share count unchanged in Q3 2026.
Novartis made up 0.2% of O'Brien Greene & Co's portfolio in Q3 2026, its #67 holding.
O'Brien Greene & Co first reported a position in Novartis in Q4 2018 and has held it in 32 quarters since.
O'Brien Greene & Co's Novartis position peaked at $1.3M in Q3 2022.
939 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on O'Brien Greene & Co's 13F filing for Q3 2026, filed 5 Nov 2026.