Pinnacle Wealth Planning Services’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 | $862K | Buy |
5,640
+1,344
| +31% | +$206K | 0.09% | 125 |
|
|
2025
Q4 | $592K | Sell |
4,296
-54
| -1% | -$7.07K | 0.06% | 179 |
|
|
2025
Q3 | $558K | Buy |
4,350
+562
| +15% | +$68.6K | 0.07% | 187 |
|
|
2025
Q2 | $458K | Buy |
3,788
+1,604
| +73% | +$181K | 0.06% | 212 |
|
|
2025
Q1 | $243K | Buy |
+2,184
| New | +$233K | 0.04% | 306 |
|
|
2024
Q4 | – | Sell |
-3,863
| Closed | -$444K | – | 515 |
|
|
2024
Q3 | $444K | Sell |
3,863
-1,534
| -28% | -$174K | 0.06% | 208 |
|
|
2024
Q2 | $575K | Sell |
5,397
-112
| -2% | -$11.2K | 0.08% | 157 |
|
|
2024
Q1 | $533K | Buy |
5,509
+147
| +3% | +$15.1K | 0.08% | 174 |
|
|
2023
Q4 | $541K | Buy |
5,362
+332
| +7% | +$32K | 0.09% | 161 |
|
|
2023
Q3 | $512K | Buy |
5,030
+257
| +5% | +$26.1K | 0.08% | 154 |
|
|
2023
Q2 | $482K | Buy |
4,773
+681
| +17% | +$68.1K | 0.08% | 174 |
|
|
2023
Q1 | $376K | Buy |
4,092
+83
| +2% | +$7.25K | 0.06% | 225 |
|
|
2022
Q4 | $364K | Sell |
4,009
-2,897
| -42% | -$244K | 0.06% | 220 |
|
|
2022
Q3 | $525K | Sell |
6,906
-2,414
| -26% | -$200K | 0.1% | 136 |
|
|
2022
Q2 | $788K | Sell |
9,320
-562
| -6% | -$49.3K | 0.14% | 103 |
|
|
2022
Q1 | $867K | Buy |
9,882
+2,032
| +26% | +$176K | 0.16% | 104 |
|
|
2021
Q4 | $687K | Sell |
7,850
-1,282
| -14% | -$106K | 0.13% | 115 |
|
|
2021
Q3 | $747K | Buy |
9,132
+351
| +4% | +$31.6K | 0.17% | 95 |
|
|
2021
Q2 | $801K | Buy |
8,781
+454
| +5% | +$40.4K | 0.19% | 90 |
|
|
2021
Q1 | $712K | Buy |
8,327
+1,374
| +20% | +$123K | 0.18% | 93 |
|
|
2020
Q4 | $656K | Buy |
6,953
+1,350
| +24% | +$118K | 0.16% | 90 |
|
|
2020
Q3 | $487K | Buy |
5,603
+82
| +1% | +$7.1K | 0.16% | 103 |
|
|
2020
Q2 | $482K | Sell |
5,521
-750
| -12% | -$64.7K | 0.16% | 106 |
|
|
2020
Q1 | $516K | Buy |
6,271
+1,473
| +31% | +$131K | 0.25% | 82 |
|
|
2019
Q4 | $454K | Buy |
4,798
+696
| +17% | +$62.5K | 0.21% | 101 |
|
|
2019
Q3 | $356K | Buy |
4,102
+915
| +29% | +$82.2K | 0.19% | 102 |
|
|
2019
Q2 | $291K | Buy |
3,187
+73
| +2% | +$6.18K | 0.18% | 118 |
|
|
2019
Q1 | $268K | Sell |
3,114
-415
| -12% | -$33.3K | 0.18% | 113 |
|
|
2018
Q4 | $271K | Sell |
3,529
-5,353
| -60% | -$417K | 0.17% | 101 |
|
|
2018
Q3 | $685K | Sell |
8,882
-142
| -2% | -$10.5K | 0.63% | 42 |
|
|
2018
Q2 | $611K | Buy |
9,024
+528
| +6% | +$36.4K | 0.59% | 50 |
|
|
2018
Q1 | $615K | Buy |
8,496
+6,995
| +466% | +$532K | 0.63% | 48 |
|
|
2017
Q4 | $113K | Buy |
+1,501
| New | +$113K | 0.23% | 80 |
|
Other funds holding NVS
Pinnacle Wealth Planning Services's NVS Position: Q1 2026 in Review
Pinnacle Wealth Planning Services increased its Novartis (NVS) stake by 31% in Q1 2026, buying an estimated $206K and bringing the position to 5,640 shares worth $862K. The position accounts for 0.09% of the portfolio, ranked #125.
Pinnacle Wealth Planning Services first reported a position in NVS in Q4 2017 and has held it in 33 quarters since. The position peaked at $867K in Q1 2022. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- Pinnacle Wealth Planning Services held 5,640 shares of Novartis worth $862K as of Q1 2026.
- Pinnacle Wealth Planning Services bought 1,344 Novartis shares in Q1 2026, an estimated $206K.
- Novartis made up 0.09% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #125 holding.
- Pinnacle Wealth Planning Services first reported a position in Novartis in Q4 2017 and has held it in 33 quarters since.
- Pinnacle Wealth Planning Services's Novartis position peaked at $867K in Q1 2022.
- 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.