Old Mission 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 | $412K | Buy |
+2,626
| New | +$394K | 0.01% | 801 |
|
|
2026
Q1 | – | Sell |
-254,991
| Closed | -$35.2M | – | 1221 |
|
|
2025
Q4 | $35.2M | Buy |
+254,991
| New | +$33.4M | 0.8% | 15 |
|
|
2025
Q1 | – | Sell |
-136,145
| Closed | -$13.2M | – | 1146 |
|
|
2024
Q4 | $13.2M | Sell |
136,145
-37,778
| -22% | -$4.03M | 0.2% | 43 |
|
|
2024
Q3 | $20M | Sell |
173,923
-71,053
| -29% | -$8.06M | 0.29% | 67 |
|
|
2024
Q2 | $26.1M | Buy |
244,976
+234,511
| +2,241% | +$23.5M | 0.44% | 47 |
|
|
2024
Q1 | $1.01M | Buy |
+10,465
| New | +$1.07M | 0.02% | 508 |
|
|
2023
Q4 | – | Sell |
-55,972
| Closed | -$5.7M | – | 1558 |
|
|
2023
Q3 | $5.7M | Sell |
55,972
-24,714
| -31% | -$2.51M | 0.13% | 150 |
|
|
2023
Q2 | $8.14M | Buy |
80,686
+22,794
| +39% | +$2.28M | 0.18% | 101 |
|
|
2023
Q1 | $5.33M | Sell |
57,892
-29,626
| -34% | -$2.59M | 0.11% | 134 |
|
|
2022
Q4 | $7.94M | Buy |
87,518
+13,320
| +18% | +$1.12M | 0.22% | 95 |
|
|
2022
Q3 | $5.64M | Sell |
74,198
-45,201
| -38% | -$3.75M | 0.18% | 88 |
|
|
2022
Q2 | $10.1M | Sell |
119,399
-80,092
| -40% | -$7.03M | 0.28% | 62 |
|
|
2022
Q1 | $17.5M | Buy |
+199,491
| New | +$17.3M | 0.49% | 33 |
|
|
2021
Q2 | – | Sell |
-77,265
| Closed | -$6.61M | – | 1181 |
|
|
2021
Q1 | $6.61M | Sell |
77,265
-110,468
| -59% | -$9.91M | 0.37% | 53 |
|
|
2020
Q4 | $17.7M | Sell |
187,733
-180,252
| -49% | -$15.8M | 1.09% | 18 |
|
|
2020
Q3 | $32M | Buy |
367,985
+169,219
| +85% | +$14.7M | 2.52% | 5 |
|
|
2020
Q2 | $17.4M | Buy |
198,766
+191,531
| +2,647% | +$16.5M | 1.25% | 10 |
|
|
2020
Q1 | $597K | Sell |
7,235
-25,607
| -78% | -$2.28M | 0.05% | 192 |
|
|
2019
Q4 | $3.11M | Buy |
+32,842
| New | +$2.95M | 0.24% | 70 |
|
|
2019
Q3 | – | Sell |
-151,341
| Closed | -$13.8M | – | 303 |
|
|
2019
Q2 | $13.8M | Buy |
151,341
+3,266
| +2% | +$276K | 1.74% | 9 |
|
|
2019
Q1 | $12.8M | Buy |
+148,075
| New | +$11.9M | 2.13% | 12 |
|
|
2018
Q1 | – | Sell |
-64,901
| Closed | -$4.88M | – | 488 |
|
|
2017
Q4 | $4.88M | Sell |
64,901
-126,797
| -66% | -$9.57M | 0.31% | 56 |
|
|
2017
Q3 | $14.7M | Buy |
+191,698
| New | +$14.5M | 1.24% | 12 |
|
|
2017
Q1 | – | Sell |
-283,766
| Closed | -$18.5M | – | 422 |
|
|
2016
Q4 | $18.5M | Buy |
+283,766
| New | +$18.4M | 1.42% | 14 |
|
|
2016
Q3 | – | Sell |
-114,744
| Closed | -$8.48M | – | 396 |
|
|
2016
Q2 | $8.48M | Sell |
114,744
-44,362
| -28% | -$3.06M | 0.64% | 24 |
|
|
2016
Q1 | $10.3M | Buy |
159,106
+26,895
| +20% | +$1.83M | 0.99% | 30 |
|
|
2015
Q4 | $10.2M | Buy |
132,211
+35,237
| +36% | +$2.8M | 1.28% | 16 |
|
|
2015
Q3 | $7.99M | Buy |
+96,974
| New | +$8.63M | 1.1% | 22 |
|
|
2015
Q1 | – | Sell |
-3,790
| Closed | -$315K | – | 261 |
|
|
2014
Q4 | $315K | Buy |
+3,790
| New | +$314K | 0.05% | 171 |
|
Other funds holding NVS
Old Mission Capital's NVS Position: Q2 2026 in Review
Old Mission Capital opened a new position in Novartis (NVS) in Q2 2026: 2,626 shares worth $412K. The stake represents 0.01% of the portfolio and ranks #801 among its holdings. This is a return to the name: Old Mission Capital previously reported a position in NVS as recently as Q4 2025.
Old Mission Capital first reported a position in NVS in Q4 2014 and has held it in 29 quarters since. The position peaked at $35.2M in Q4 2025. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- Old Mission Capital held 2,626 shares of Novartis worth $412K as of Q2 2026.
- Novartis was a new Old Mission Capital position in Q2 2026.
- Novartis made up 0.01% of Old Mission Capital's portfolio in Q2 2026, its #801 holding.
- Old Mission Capital first reported a position in Novartis in Q4 2014 and has held it in 29 quarters since.
- Old Mission Capital's Novartis position peaked at $35.2M in Q4 2025.
- 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on Old Mission Capital's 13F filing for Q2 2026, filed 14 Aug 2026.