Parsons Capital 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
$1.8M Sell
11,800
-1,967
-14% -$302K 0.08% 204
2025
Q4
$1.9M Hold
13,767
0.1% 177
2025
Q3
$1.77M Sell
13,767
-66
-0.5% -$8.05K 0.1% 183
2025
Q2
$1.67M Sell
13,833
-27
-0.2% -$3.04K 0.1% 181
2025
Q1
$1.55M Buy
13,860
+122
+0.9% +$13K 0.08% 195
2024
Q4
$1.34M Sell
13,738
-1,078
-7% -$115K 0.07% 210
2024
Q3
$1.7M Sell
14,816
-185
-1% -$21K 0.11% 173
2024
Q2
$1.6M Sell
15,001
-1,094
-7% -$110K 0.11% 173
2024
Q1
$1.56M Sell
16,095
-1,014
-6% -$104K 0.11% 177
2023
Q4
$1.73M Sell
17,109
-915
-5% -$88.3K 0.12% 167
2023
Q3
$1.84M Sell
18,024
-45
-0.2% -$4.57K 0.15% 141
2023
Q2
$1.82M Buy
18,069
+189
+1% +$18.9K 0.14% 149
2023
Q1
$1.64M Sell
17,880
-4,276
-19% -$373K 0.13% 157
2022
Q4
$2.01M Sell
22,156
-890
-4% -$75K 0.17% 126
2022
Q3
$1.75M Sell
23,046
-3,169
-12% -$263K 0.16% 133
2022
Q2
$2.22M Sell
26,215
-1,063
-4% -$93.3K 0.2% 111
2022
Q1
$2.39M Sell
27,278
-313
-1% -$27.1K 0.18% 121
2021
Q4
$2.41M Buy
27,591
+1,353
+5% +$112K 0.17% 123
2021
Q3
$2.15M Sell
26,238
-3,493
-12% -$314K 0.17% 129
2021
Q2
$2.71M Buy
29,731
+2,515
+9% +$224K 0.21% 106
2021
Q1
$2.33M Sell
27,216
-2,405
-8% -$216K 0.19% 117
2020
Q4
$2.8M Buy
29,621
+2,278
+8% +$199K 0.24% 93
2020
Q3
$2.38M Sell
27,343
-2,081
-7% -$180K 0.23% 91
2020
Q2
$2.57M Buy
29,424
+2,253
+8% +$194K 0.27% 82
2020
Q1
$2.24M Sell
27,171
-1,224
-4% -$109K 0.29% 81
2019
Q4
$2.69M Sell
28,395
-234
-0.8% -$21K 0.27% 89
2019
Q3
$2.49M Buy
28,629
+393
+1% +$35.3K 0.27% 92
2019
Q2
$2.58M Sell
28,236
-3,263
-10% -$276K 0.28% 87
2019
Q1
$2.71M Buy
31,499
+403
+1% +$32.4K 0.3% 82
2018
Q4
$2.39M Buy
31,096
+243
+0.8% +$18.9K 0.29% 82
2018
Q3
$2.38M Buy
30,853
+217
+0.7% +$16K 0.25% 100
2018
Q2
$2.07M Buy
30,636
+429
+1% +$29.6K 0.23% 103
2018
Q1
$2.19M Sell
30,207
-1,399
-4% -$106K 0.25% 102
2017
Q4
$2.38M Buy
31,606
+14
+0% +$1.06K 0.26% 99
2017
Q3
$2.43M Buy
31,592
+190
+0.6% +$14.3K 0.29% 93
2017
Q2
$2.35M Buy
31,402
+1,267
+4% +$89.8K 0.29% 92
2017
Q1
$2.01M Buy
30,135
+820
+3% +$54.6K 0.25% 104
2016
Q4
$1.91M Buy
29,315
+15,183
+107% +$985K 0.25% 101
2016
Q3
$1M Buy
14,132
+768
+6% +$56K 0.13% 160
2016
Q2
$988K Sell
13,364
-1,231
-8% -$85K 0.13% 163
2016
Q1
$947K Sell
14,595
-280
-2% -$19K 0.13% 168
2015
Q4
$1.15M Sell
14,875
-313
-2% -$24.9K 0.16% 147
2015
Q3
$1.25M Hold
15,188
0.18% 141
2015
Q2
$1.34M Sell
15,188
-390
-3% -$35.8K 0.18% 144
2015
Q1
$1.38M Buy
15,578
+1,439
+10% +$128K 0.19% 128
2014
Q4
$1.17M Buy
14,139
+2,177
+18% +$180K 0.16% 145
2014
Q3
$1.01M Sell
11,962
-45
-0.4% -$3.64K 0.14% 157
2014
Q2
$975K Sell
12,007
-92
-0.8% -$7.24K 0.13% 161
2014
Q1
$922K Sell
12,099
-371
-3% -$27K 0.13% 163
2013
Q4
$899K Buy
12,470
+37
+0.3% +$2.57K 0.13% 161
2013
Q3
$855K Buy
12,433
+136
+1% +$9K 0.14% 164
2013
Q2
$779K Buy
+12,297
New +$800K 0.13% 163

Other funds holding NVS

Parsons Capital Management's NVS Position: Q1 2026 in Review

Parsons Capital Management reduced its Novartis (NVS) stake by 14% in Q1 2026, selling an estimated $302K and leaving 11,800 shares worth $1.8M. The position accounts for 0.08% of the portfolio, ranked #204.

Parsons Capital Management first reported a position in NVS in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.8M in Q4 2020. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Parsons Capital Management held 11,800 shares of Novartis worth $1.8M as of Q1 2026.
  • Parsons Capital Management sold 1,967 Novartis shares in Q1 2026, an estimated $302K.
  • Novartis made up 0.08% of Parsons Capital Management's portfolio in Q1 2026, its #204 holding.
  • Parsons Capital Management first reported a position in Novartis in Q2 2013 and has held it in 52 quarters since.
  • Parsons Capital Management's Novartis position peaked at $2.8M in Q4 2020.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Parsons Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.