Oppenheimer Asset 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 | $33.2M | Sell |
217,125
-3,056
| -1% | -$468K | 0.38% | 58 |
|
|
2025
Q4 | $30.4M | Sell |
220,181
-2,711
| -1% | -$355K | 0.37% | 59 |
|
|
2025
Q3 | $28.6M | Buy |
222,892
+13,370
| +6% | +$1.63M | 0.31% | 71 |
|
|
2025
Q2 | $25.4M | Sell |
209,522
-2,794
| -1% | -$315K | 0.29% | 80 |
|
|
2025
Q1 | $23.7M | Sell |
212,316
-16,678
| -7% | -$1.78M | 0.29% | 83 |
|
|
2024
Q4 | $22.3M | Sell |
228,994
-907
| -0.4% | -$96.7K | 0.27% | 86 |
|
|
2024
Q3 | $26.4M | Sell |
229,901
-60,212
| -21% | -$6.83M | 0.32% | 73 |
|
|
2024
Q2 | $30.9M | Buy |
290,113
+31,180
| +12% | +$3.13M | 0.39% | 54 |
|
|
2024
Q1 | $25M | Buy |
258,933
+19,468
| +8% | +$2M | 0.37% | 60 |
|
|
2023
Q4 | $24.2M | Sell |
239,465
-4,750
| -2% | -$458K | 0.34% | 59 |
|
|
2023
Q3 | $24.9M | Sell |
244,215
-14,591
| -6% | -$1.48M | 0.38% | 57 |
|
|
2023
Q2 | $26.1M | Sell |
258,806
-43,782
| -14% | -$4.38M | 0.38% | 54 |
|
|
2023
Q1 | $27.8M | Sell |
302,588
-363
| -0.1% | -$31.7K | 0.43% | 50 |
|
|
2022
Q4 | $27.5M | Sell |
302,951
-6,724
| -2% | -$566K | 0.44% | 52 |
|
|
2022
Q3 | $23.5M | Sell |
309,675
-44,010
| -12% | -$3.65M | 0.42% | 52 |
|
|
2022
Q2 | $29.9M | Sell |
353,685
-6,401
| -2% | -$562K | 0.5% | 42 |
|
|
2022
Q1 | $31.6M | Buy |
360,086
+26,754
| +8% | +$2.32M | 0.45% | 43 |
|
|
2021
Q4 | $29.2M | Buy |
333,332
+1,198
| +0.4% | +$99.5K | 0.39% | 52 |
|
|
2021
Q3 | $27.2M | Buy |
332,134
+7,335
| +2% | +$660K | 0.39% | 53 |
|
|
2021
Q2 | $29.6M | Buy |
324,799
+22,819
| +8% | +$2.03M | 0.42% | 50 |
|
|
2021
Q1 | $25.8M | Buy |
301,980
+2,893
| +1% | +$260K | 0.4% | 54 |
|
|
2020
Q4 | $28.2M | Buy |
299,087
+396
| +0.1% | +$34.6K | 0.47% | 46 |
|
|
2020
Q3 | $26M | Sell |
298,691
-6,864
| -2% | -$595K | 0.5% | 40 |
|
|
2020
Q2 | $26.7M | Sell |
305,555
-7,566
| -2% | -$653K | 0.55% | 36 |
|
|
2020
Q1 | $25.8M | Buy |
313,121
+1,380
| +0.4% | +$123K | 0.63% | 33 |
|
|
2019
Q4 | $29.5M | Buy |
311,741
+9,562
| +3% | +$858K | 0.62% | 22 |
|
|
2019
Q3 | $26.3M | Sell |
302,179
-3,765
| -1% | -$338K | 0.58% | 23 |
|
|
2019
Q2 | $27.9M | Sell |
305,944
-20,429
| -6% | -$1.73M | 0.62% | 22 |
|
|
2019
Q1 | $28.1M | Buy |
326,373
+2,952
| +0.9% | +$237K | 0.63% | 21 |
|
|
2018
Q4 | $24.9M | Sell |
323,421
-4,936
| -2% | -$384K | 0.62% | 26 |
|
|
2018
Q3 | $25.4M | Buy |
328,357
+19,856
| +6% | +$1.47M | 0.56% | 27 |
|
|
2018
Q2 | $20.9M | Buy |
308,501
+3,268
| +1% | +$226K | 0.51% | 34 |
|
|
2018
Q1 | $22.1M | Buy |
305,233
+17,151
| +6% | +$1.31M | 0.55% | 31 |
|
|
2017
Q4 | $22.2M | Hold |
288,082
| – | – | 0.59% | 30 |
|
|
2017
Q3 | $22.2M | Sell |
288,082
-2,178
| -0.8% | -$164K | 0.58% | 31 |
|
|
2017
Q2 | $21.7M | Buy |
290,260
+16,079
| +6% | +$1.14M | 0.6% | 26 |
|
|
2017
Q1 | $18.2M | Buy |
+274,181
| New | +$18.3M | 0.52% | 33 |
|
Other funds holding NVS
Oppenheimer Asset Management's NVS Position: Q1 2026 in Review
Oppenheimer Asset Management reduced its Novartis (NVS) stake by 1.4% in Q1 2026, selling an estimated $468K and leaving 217,125 shares worth $33.2M. The position accounts for 0.38% of the portfolio, ranked #58.
Oppenheimer Asset Management first reported a position in NVS in Q1 2017 and has held it in 37 quarters since. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- Oppenheimer Asset Management held 217,125 shares of Novartis worth $33.2M as of Q1 2026.
- Oppenheimer Asset Management sold 3,056 Novartis shares in Q1 2026, an estimated $468K.
- Novartis made up 0.38% of Oppenheimer Asset Management's portfolio in Q1 2026, its #58 holding.
- Oppenheimer Asset Management first reported a position in Novartis in Q1 2017 and has held it in 37 quarters since.
- 1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on Oppenheimer Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.