Patten & Patten’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 | $3.66M | Sell |
23,369
-25
| -0.1% | -$3.75K | 0.19% | 99 |
|
|
2026
Q1 | $3.57M | Sell |
23,394
-300
| -1% | -$46K | 0.22% | 95 |
|
|
2025
Q4 | $3.27M | Sell |
23,694
-233
| -1% | -$30.5K | 0.19% | 97 |
|
|
2025
Q3 | $3.07M | Sell |
23,927
-458
| -2% | -$55.9K | 0.18% | 97 |
|
|
2025
Q2 | $2.95M | Sell |
24,385
-2,852
| -10% | -$321K | 0.19% | 97 |
|
|
2025
Q1 | $3.04M | Sell |
27,237
-2,823
| -9% | -$301K | 0.2% | 91 |
|
|
2024
Q4 | $2.93M | Sell |
30,060
-2,625
| -8% | -$280K | 0.19% | 93 |
|
|
2024
Q3 | $3.76M | Sell |
32,685
-1,895
| -5% | -$215K | 0.25% | 77 |
|
|
2024
Q2 | $3.68M | Sell |
34,580
-920
| -3% | -$92.3K | 0.26% | 75 |
|
|
2024
Q1 | $3.43M | Sell |
35,500
-100
| -0.3% | -$10.3K | 0.24% | 78 |
|
|
2023
Q4 | $3.59M | Sell |
35,600
-1,860
| -5% | -$180K | 0.3% | 71 |
|
|
2023
Q3 | $3.82M | Buy |
37,460
+560
| +2% | +$56.8K | 0.34% | 68 |
|
|
2023
Q2 | $3.72M | Buy |
36,900
+457
| +1% | +$45.7K | 0.31% | 74 |
|
|
2023
Q1 | $3.35M | Sell |
36,443
-10,139
| -22% | -$885K | 0.29% | 77 |
|
|
2022
Q4 | $4.23M | Sell |
46,582
-3,356
| -7% | -$283K | 0.38% | 69 |
|
|
2022
Q3 | $3.8M | Sell |
49,938
-1,647
| -3% | -$137K | 0.36% | 73 |
|
|
2022
Q2 | $4.36M | Sell |
51,585
-2,738
| -5% | -$240K | 0.38% | 72 |
|
|
2022
Q1 | $4.77M | Sell |
54,323
-137
| -0.3% | -$11.9K | 0.35% | 75 |
|
|
2021
Q4 | $4.76M | Sell |
54,460
-2,518
| -4% | -$209K | 0.33% | 75 |
|
|
2021
Q3 | $4.66M | Sell |
56,978
-2,110
| -4% | -$190K | 0.35% | 73 |
|
|
2021
Q2 | $5.39M | Sell |
59,088
-2,909
| -5% | -$259K | 0.41% | 68 |
|
|
2021
Q1 | $5.3M | Sell |
61,997
-1,772
| -3% | -$159K | 0.43% | 65 |
|
|
2020
Q4 | $6.02M | Sell |
63,769
-2,003
| -3% | -$175K | 0.52% | 54 |
|
|
2020
Q3 | $5.72M | Sell |
65,772
-171
| -0.3% | -$14.8K | 0.57% | 48 |
|
|
2020
Q2 | $5.76M | Sell |
65,943
-523
| -0.8% | -$45.1K | 0.63% | 45 |
|
|
2020
Q1 | $5.48M | Sell |
66,466
-3,109
| -4% | -$277K | 0.72% | 42 |
|
|
2019
Q4 | $6.59M | Sell |
69,575
-76
| -0.1% | -$6.82K | 0.66% | 50 |
|
|
2019
Q3 | $6.05M | Sell |
69,651
-2,438
| -3% | -$219K | 0.66% | 51 |
|
|
2019
Q2 | $6.58M | Sell |
72,089
-6,770
| -9% | -$573K | 0.71% | 48 |
|
|
2019
Q1 | $6.79M | Buy |
78,859
+2,859
| +4% | +$230K | 0.75% | 48 |
|
|
2018
Q4 | $5.84M | Buy |
76,000
+3,694
| +5% | +$288K | 0.72% | 51 |
|
|
2018
Q3 | $5.58M | Sell |
72,306
-3,133
| -4% | -$232K | 0.55% | 56 |
|
|
2018
Q2 | $5.11M | Sell |
75,439
-7,835
| -9% | -$541K | 0.52% | 54 |
|
|
2018
Q1 | $6.03M | Buy |
83,274
+113
| +0.1% | +$8.6K | 0.62% | 50 |
|
|
2017
Q4 | $6.26M | Sell |
83,161
-4,880
| -6% | -$368K | 0.63% | 52 |
|
|
2017
Q3 | $6.77M | Sell |
88,041
-6,544
| -7% | -$494K | 0.71% | 46 |
|
|
2017
Q2 | $7.07M | Sell |
94,585
-108
| -0.1% | -$7.65K | 0.78% | 45 |
|
|
2017
Q1 | $6.3M | Sell |
94,693
-6,125
| -6% | -$408K | 0.73% | 48 |
|
|
2016
Q4 | $6.58M | Sell |
100,818
-5,098
| -5% | -$331K | 0.81% | 39 |
|
|
2016
Q3 | $7.49M | Sell |
105,916
-49
| -0% | -$3.57K | 0.97% | 32 |
|
|
2016
Q2 | $7.83M | Sell |
105,965
-431
| -0.4% | -$29.8K | 1.08% | 28 |
|
|
2016
Q1 | $6.91M | Sell |
106,396
-1,104
| -1% | -$75.1K | 0.99% | 31 |
|
|
2015
Q4 | $8.29M | Buy |
107,500
+3,789
| +4% | +$301K | 1.15% | 27 |
|
|
2015
Q3 | $8.54M | Buy |
103,711
+1,542
| +2% | +$137K | 1.3% | 25 |
|
|
2015
Q2 | $9M | Sell |
102,169
-870
| -0.8% | -$79.8K | 1.31% | 22 |
|
|
2015
Q1 | $9.11M | Sell |
103,039
-587
| -0.6% | -$52.1K | 1.31% | 20 |
|
|
2014
Q4 | $8.6M | Buy |
103,626
+998
| +1% | +$82.7K | 1.3% | 23 |
|
|
2014
Q3 | $8.66M | Sell |
102,628
-566
| -0.5% | -$45.8K | 1.38% | 22 |
|
|
2014
Q2 | $8.37M | Sell |
103,194
-25,579
| -20% | -$2.01M | 1.36% | 22 |
|
|
2014
Q1 | $9.81M | Sell |
128,773
-1,004
| -0.8% | -$73.2K | 1.33% | 18 |
|
|
2013
Q4 | $9.35M | Sell |
129,777
-2,489
| -2% | -$173K | 1.3% | 23 |
|
|
2013
Q3 | $9.09M | Sell |
132,266
-2,908
| -2% | -$192K | 1.41% | 21 |
|
|
2013
Q2 | $8.56M | Buy |
+135,174
| New | +$8.79M | 1.4% | 23 |
|
Other funds holding NVS
NW
AM
Patten & Patten's NVS Position: Q2 2026 in Review
Patten & Patten reduced its Novartis (NVS) stake by 0.11% in Q2 2026, selling an estimated $3.75K and leaving 23,369 shares worth $3.66M. The position accounts for 0.19% of the portfolio, ranked #99.
Patten & Patten first reported a position in NVS in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.81M in Q1 2014. 1,094 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- Patten & Patten held 23,369 shares of Novartis worth $3.66M as of Q2 2026.
- Patten & Patten sold 25 Novartis shares in Q2 2026, an estimated $3.75K.
- Novartis made up 0.19% of Patten & Patten's portfolio in Q2 2026, its #99 holding.
- Patten & Patten first reported a position in Novartis in Q2 2013 and has held it in 53 quarters since.
- Patten & Patten's Novartis position peaked at $9.81M in Q1 2014.
- 1,094 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.