Osaic Holdings’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 | $25.8M | Buy |
169,012
+2,288
| +1% | +$351K | 0.04% | 484 |
|
|
2025
Q4 | $23M | Sell |
166,724
-65,183
| -28% | -$8.54M | 0.03% | 516 |
|
|
2025
Q3 | $29.5M | Buy |
231,907
+50,430
| +28% | +$6.15M | 0.04% | 467 |
|
|
2025
Q2 | $21.4M | Buy |
181,477
+79,507
| +78% | +$8.96M | 0.04% | 476 |
|
|
2025
Q1 | $11.4M | Sell |
101,970
-19,103
| -16% | -$2.03M | 0.03% | 629 |
|
|
2024
Q4 | $11.8M | Buy |
121,073
+10,559
| +10% | +$1.13M | 0.03% | 593 |
|
|
2024
Q3 | $12.7M | Buy |
110,514
+3,083
| +3% | +$350K | 0.03% | 578 |
|
|
2024
Q2 | $11.4M | Buy |
107,431
+16,095
| +18% | +$1.62M | 0.03% | 585 |
|
|
2024
Q1 | $8.84M | Sell |
91,336
-102,478
| -53% | -$10.5M | 0.02% | 747 |
|
|
2023
Q4 | $19.6M | Sell |
193,814
-53,655
| -22% | -$5.18M | 0.03% | 489 |
|
|
2023
Q3 | $25.2M | Buy |
247,469
+91,036
| +58% | +$9.24M | 0.04% | 460 |
|
|
2023
Q2 | $15.8M | Buy |
156,433
+17,477
| +13% | +$1.75M | 0.03% | 548 |
|
|
2023
Q1 | $12.8M | Buy |
138,956
+3,167
| +2% | +$277K | 0.02% | 637 |
|
|
2022
Q4 | $12.3M | Sell |
135,789
-3,430
| -2% | -$289K | 0.02% | 635 |
|
|
2022
Q3 | $10.6M | Buy |
139,219
+476
| +0.3% | +$39.5K | 0.02% | 626 |
|
|
2022
Q2 | $11.7M | Buy |
138,743
+8,610
| +7% | +$755K | 0.03% | 585 |
|
|
2022
Q1 | $11.9M | Buy |
130,133
+5,341
| +4% | +$462K | 0.02% | 656 |
|
|
2021
Q4 | $10.9M | Buy |
124,792
+6,536
| +6% | +$543K | 0.02% | 698 |
|
|
2021
Q3 | $9.67M | Sell |
118,256
-4,017
| -3% | -$361K | 0.02% | 684 |
|
|
2021
Q2 | $11.2M | Buy |
122,273
+2,228
| +2% | +$198K | 0.02% | 604 |
|
|
2021
Q1 | $10.3M | Sell |
120,045
-11,401
| -9% | -$1.02M | 0.02% | 583 |
|
|
2020
Q4 | $12.4M | Buy |
131,446
+1,822
| +1% | +$159K | 0.03% | 455 |
|
|
2020
Q3 | $11.3M | Sell |
129,624
-2,116
| -2% | -$183K | 0.03% | 428 |
|
|
2020
Q2 | $11.5M | Sell |
131,740
-97,566
| -43% | -$8.42M | 0.04% | 396 |
|
|
2020
Q1 | $11.7M | Buy |
+229,306
| New | +$20.5M | 0.05% | 333 |
|