Patten Group’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 | $2.6M | Sell |
17,026
-108
| -0.6% | -$16.6K | 0.45% | 62 |
|
|
2025
Q4 | $2.36M | Buy |
17,134
+321
| +2% | +$42K | 0.44% | 64 |
|
|
2025
Q3 | $2.16M | Sell |
16,813
-40
| -0.2% | -$4.88K | 0.42% | 70 |
|
|
2025
Q2 | $2.04M | Sell |
16,853
-117
| -0.7% | -$13.2K | 0.43% | 69 |
|
|
2025
Q1 | $1.89M | Buy |
16,970
+629
| +4% | +$67K | 0.43% | 69 |
|
|
2024
Q4 | $1.59M | Sell |
16,341
-46
| -0.3% | -$4.91K | 0.35% | 85 |
|
|
2024
Q3 | $1.88M | Sell |
16,387
-126
| -0.8% | -$14.3K | 0.42% | 69 |
|
|
2024
Q2 | $1.76M | Buy |
16,513
+403
| +3% | +$40.5K | 0.41% | 66 |
|
|
2024
Q1 | $1.56M | Hold |
16,110
| – | – | 0.38% | 75 |
|
|
2023
Q4 | $1.63M | Buy |
16,110
+299
| +2% | +$28.9K | 0.44% | 66 |
|
|
2023
Q3 | $1.61M | Buy |
15,811
+19
| +0.1% | +$1.93K | 0.48% | 55 |
|
|
2023
Q2 | $1.59M | Hold |
15,792
| – | – | 0.24% | 63 |
|
|
2023
Q1 | $1.45M | Buy |
15,792
+118
| +0.8% | +$10.3K | 0.44% | 69 |
|
|
2022
Q4 | $1.42M | Buy |
15,674
+465
| +3% | +$39.2K | 0.45% | 66 |
|
|
2022
Q3 | $1.15M | Hold |
15,209
| – | – | 0.4% | 79 |
|
|
2022
Q2 | $1.28M | Buy |
15,209
+9
| +0.1% | +$790 | 0.41% | 72 |
|
|
2022
Q1 | $1.33M | Buy |
15,200
+791
| +5% | +$68.5K | 0.37% | 76 |
|
|
2021
Q4 | $1.26M | Buy |
14,409
+48
| +0.3% | +$3.98K | 0.33% | 90 |
|
|
2021
Q3 | $1.17M | Sell |
14,361
-60
| -0.4% | -$5.4K | 0.35% | 87 |
|
|
2021
Q2 | $1.32M | Sell |
14,421
-1,176
| -8% | -$105K | 0.39% | 81 |
|
|
2021
Q1 | $1.33M | Buy |
15,597
+27
| +0.2% | +$2.42K | 0.43% | 73 |
|
|
2020
Q4 | $1.47M | Sell |
15,570
-230
| -1% | -$20.1K | 0.4% | 63 |
|
|
2020
Q3 | $1.37M | Buy |
15,800
+55
| +0.3% | +$4.76K | 0.54% | 55 |
|
|
2020
Q2 | $1.38M | Sell |
15,745
-473
| -3% | -$40.8K | 0.59% | 48 |
|
|
2020
Q1 | $1.34M | Sell |
16,218
-1,130
| -7% | -$101K | 0.69% | 44 |
|
|
2019
Q4 | $1.64M | Sell |
17,348
-107
| -0.6% | -$9.6K | 0.61% | 49 |
|
|
2019
Q3 | $1.52M | Sell |
17,455
-85
| -0.5% | -$7.63K | 0.62% | 47 |
|
|
2019
Q2 | $1.6M | Sell |
17,540
-1,788
| -9% | -$151K | 0.66% | 46 |
|
|
2019
Q1 | $1.67M | Buy |
19,328
+249
| +1% | +$20K | 0.72% | 43 |
|
|
2018
Q4 | $1.47M | Sell |
19,079
-886
| -4% | -$69K | 0.7% | 39 |
|
|
2018
Q3 | $1.54M | Sell |
19,965
-737
| -4% | -$54.5K | 0.59% | 45 |
|
|
2018
Q2 | $1.4M | Sell |
20,702
-950
| -4% | -$65.6K | 0.56% | 53 |
|
|
2018
Q1 | $1.57M | Sell |
21,652
-107
| -0.5% | -$8.14K | 0.64% | 43 |
|
|
2017
Q4 | $1.64M | Sell |
21,759
-603
| -3% | -$45.5K | 0.65% | 43 |
|
|
2017
Q3 | $1.72M | Hold |
22,362
| – | – | 0.7% | 37 |
|
|
2017
Q2 | $1.7M | Sell |
22,362
-2,164
| -9% | -$153K | 0.69% | 37 |
|
|
2017
Q1 | $1.62M | Sell |
24,526
-766
| -3% | -$51K | 0.7% | 43 |
|
|
2016
Q4 | $1.64M | Sell |
25,292
-2,533
| -9% | -$164K | 0.73% | 40 |
|
|
2016
Q3 | $1.91M | Sell |
27,825
-129
| -0.5% | -$9.4K | 0.9% | 30 |
|
|
2016
Q2 | $2.07M | Buy |
27,954
+502
| +2% | +$34.7K | 0.97% | 28 |
|
|
2016
Q1 | $1.78M | Buy |
27,452
+903
| +3% | +$61.4K | 0.85% | 32 |
|
|
2015
Q4 | $2.05M | Sell |
26,549
-1,116
| -4% | -$88.7K | 0.98% | 25 |
|
|
2015
Q3 | $2.28M | Buy |
27,665
+84
| +0.3% | +$7.48K | 1.17% | 19 |
|
|
2015
Q2 | $2.43M | Sell |
27,581
-223
| -0.8% | -$20.5K | 1.15% | 18 |
|
|
2015
Q1 | $2.46M | Sell |
27,804
-1,367
| -5% | -$121K | 1.26% | 21 |
|
|
2014
Q4 | $2.42M | Buy |
+29,171
| New | +$2.42M | 1.18% | 21 |
|
Other funds holding NVS
Patten Group's NVS Position: Q1 2026 in Review
Patten Group reduced its Novartis (NVS) stake by 0.63% in Q1 2026, selling an estimated $16.6K and leaving 17,026 shares worth $2.6M. The position accounts for 0.45% of the portfolio, ranked #62.
Patten Group first reported a position in NVS in Q4 2014 and has held it in 46 quarters since. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- Patten Group held 17,026 shares of Novartis worth $2.6M as of Q1 2026.
- Patten Group sold 108 Novartis shares in Q1 2026, an estimated $16.6K.
- Novartis made up 0.45% of Patten Group's portfolio in Q1 2026, its #62 holding.
- Patten Group first reported a position in Novartis in Q4 2014 and has held it in 46 quarters since.
- 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.