Patriot Financial Group Insurance Agency’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 | $2.73M | Sell |
17,411
-22,085
| -56% | -$3.31M | 0.28% | 99 |
|
|
2026
Q1 | $6.03M | Buy |
39,496
+20,818
| +111% | +$3.19M | 0.34% | 81 |
|
|
2025
Q4 | $2.58M | Buy |
18,678
+1,798
| +11% | +$235K | 0.31% | 85 |
|
|
2025
Q3 | $2.16M | Buy |
16,880
+1,263
| +8% | +$154K | 0.28% | 99 |
|
|
2025
Q2 | $1.89M | Buy |
15,617
+2,831
| +22% | +$319K | 0.22% | 118 |
|
|
2025
Q1 | $1.43M | Buy |
12,786
+655
| +5% | +$69.7K | 0.19% | 132 |
|
|
2024
Q4 | $1.18M | Buy |
12,131
+1,389
| +13% | +$148K | 0.16% | 151 |
|
|
2024
Q3 | $1.24M | Buy |
10,742
+1,298
| +14% | +$147K | 0.17% | 145 |
|
|
2024
Q2 | $1.01M | Buy |
9,444
+1,084
| +13% | +$109K | 0.15% | 158 |
|
|
2024
Q1 | $809K | Buy |
8,360
+1,200
| +17% | +$123K | 0.13% | 177 |
|
|
2023
Q4 | $723K | Buy |
7,160
+1,937
| +37% | +$187K | 0.14% | 179 |
|
|
2023
Q3 | $532K | Buy |
5,223
+1,291
| +33% | +$131K | 0.11% | 219 |
|
|
2023
Q2 | $397K | Buy |
3,932
+946
| +32% | +$94.6K | 0.07% | 282 |
|
|
2023
Q1 | $275K | Buy |
+2,986
| New | +$261K | 0.06% | 355 |
|
|
2022
Q3 | – | Sell |
-1,370
| Closed | -$116K | – | 1425 |
|
|
2022
Q2 | $116K | Buy |
1,370
+11
| +0.8% | +$965 | 0.02% | 509 |
|
|
2022
Q1 | $119K | Sell |
1,359
-270
| -17% | -$23.4K | 0.02% | 537 |
|
|
2021
Q4 | $142K | Sell |
1,629
-30
| -2% | -$2.49K | 0.02% | 547 |
|
|
2021
Q3 | $136K | Buy |
1,659
+25
| +2% | +$2.25K | 0.02% | 555 |
|
|
2021
Q2 | $149K | Sell |
1,634
-289
| -15% | -$25.7K | 0.03% | 501 |
|
|
2021
Q1 | $164K | Buy |
1,923
+231
| +14% | +$20.7K | 0.04% | 433 |
|
|
2020
Q4 | $160K | Buy |
1,692
+787
| +87% | +$68.8K | 0.04% | 393 |
|
|
2020
Q3 | $79K | Buy |
905
+53
| +6% | +$4.59K | 0.03% | 446 |
|
|
2020
Q2 | $74K | Sell |
852
-12
| -1% | -$1.04K | 0.03% | 425 |
|
|
2020
Q1 | $71K | Buy |
864
+773
| +849% | +$69K | 0.03% | 381 |
|
|
2019
Q4 | $9K | Buy |
91
+18
| +25% | +$1.61K | ﹤0.01% | 866 |
|
|
2019
Q3 | $6K | Buy |
73
+4
| +6% | +$359 | ﹤0.01% | 899 |
|
|
2019
Q2 | $6K | Sell |
69
-25
| -27% | -$2.12K | ﹤0.01% | 902 |
|
|
2019
Q1 | $8K | Buy |
94
+61
| +185% | +$4.9K | ﹤0.01% | 752 |
|
|
2018
Q4 | $3K | Buy |
33
+32
| +3,200% | +$2.49K | ﹤0.01% | 800 |
|
|
2018
Q3 | $1K | Buy |
+1
| New | +$74 | ﹤0.01% | 922 |
|
|
2018
Q2 | – | Sell |
-56
| Closed | -$4K | – | 817 |
|
|
2018
Q1 | $4K | Buy |
+56
| New | +$4.26K | ﹤0.01% | 780 |
|
|
2017
Q2 | – | Sell |
-39
| Closed | -$3K | – | 936 |
|
|
2017
Q1 | $3K | Buy |
39
+6
| +18% | +$400 | ﹤0.01% | 718 |
|
|
2016
Q4 | $2K | Buy |
+33
| New | +$2.14K | ﹤0.01% | 707 |
|
Other funds holding NVS
TAM
SI
Patriot Financial Group Insurance Agency's NVS Position: Q2 2026 in Review
Patriot Financial Group Insurance Agency reduced its Novartis (NVS) stake by 56% in Q2 2026, selling an estimated $3.31M and leaving 17,411 shares worth $2.73M. The position accounts for 0.28% of the portfolio, ranked #99.
Patriot Financial Group Insurance Agency first reported a position in NVS in Q4 2016 and has held it in 33 quarters since. The position peaked at $6.03M in Q1 2026. 1,027 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- Patriot Financial Group Insurance Agency held 17,411 shares of Novartis worth $2.73M as of Q2 2026.
- Patriot Financial Group Insurance Agency sold 22,085 Novartis shares in Q2 2026, an estimated $3.31M.
- Novartis made up 0.28% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #99 holding.
- Patriot Financial Group Insurance Agency first reported a position in Novartis in Q4 2016 and has held it in 33 quarters since.
- Patriot Financial Group Insurance Agency's Novartis position peaked at $6.03M in Q1 2026.
- 1,027 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.