Private Wealth Partners’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 | $200K | Sell |
1,312
-500
| -28% | -$76.6K | 0.02% | 166 |
|
|
2025
Q4 | $250K | Hold |
1,812
| – | – | 0.02% | 150 |
|
|
2025
Q3 | $232K | Sell |
1,812
-500
| -22% | -$61K | 0.02% | 158 |
|
|
2025
Q2 | $280K | Buy |
2,312
+500
| +28% | +$56.4K | 0.02% | 145 |
|
|
2025
Q1 | $202K | Buy |
+1,812
| New | +$193K | 0.02% | 158 |
|
|
2024
Q3 | – | Sell |
-2,590
| Closed | -$276K | – | 173 |
|
|
2024
Q2 | $276K | Hold |
2,590
| – | – | 0.02% | 145 |
|
|
2024
Q1 | $251K | Buy |
2,590
+56
| +2% | +$5.74K | 0.02% | 145 |
|
|
2023
Q4 | $256K | Hold |
2,534
| – | – | 0.02% | 145 |
|
|
2023
Q3 | $258K | Hold |
2,534
| – | – | 0.02% | 130 |
|
|
2023
Q2 | $256K | Hold |
2,534
| – | – | 0.02% | 134 |
|
|
2023
Q1 | $233K | Buy |
+2,534
| New | +$221K | 0.02% | 140 |
|
|
2021
Q1 | – | Sell |
-3,276
| Closed | -$309K | – | 103 |
|
|
2020
Q4 | $309K | Sell |
3,276
-923
| -22% | -$80.7K | 0.03% | 98 |
|
|
2020
Q3 | $365K | Hold |
4,199
| – | – | 0.04% | 85 |
|
|
2020
Q2 | $367K | Hold |
4,199
| – | – | 0.05% | 84 |
|
|
2020
Q1 | $346K | Hold |
4,199
| – | – | 0.06% | 92 |
|
|
2019
Q4 | $398K | Buy |
4,199
+1,130
| +37% | +$101K | 0.05% | 96 |
|
|
2019
Q3 | $267K | Sell |
3,069
-1,500
| -33% | -$135K | 0.04% | 102 |
|
|
2019
Q2 | $417K | Sell |
4,569
-1,825
| -29% | -$154K | 0.06% | 94 |
|
|
2019
Q1 | $551K | Buy |
+6,394
| New | +$513K | 0.09% | 80 |
|
|
2017
Q4 | – | Sell |
-23,324
| Closed | -$1.79M | – | 131 |
|
|
2017
Q3 | $1.79M | Buy |
23,324
+19,083
| +450% | +$1.44M | 0.36% | 56 |
|
|
2017
Q2 | $317K | Buy |
4,241
+335
| +9% | +$23.7K | 0.07% | 95 |
|
|
2017
Q1 | $260K | Sell |
3,906
-6,975
| -64% | -$465K | 0.06% | 95 |
|
|
2016
Q4 | $710K | Sell |
10,881
-36,186
| -77% | -$2.35M | 0.17% | 68 |
|
|
2016
Q3 | $3.33M | Sell |
47,067
-8,861
| -16% | -$646K | 0.8% | 38 |
|
|
2016
Q2 | $4.13M | Sell |
55,928
-63,763
| -53% | -$4.41M | 0.99% | 34 |
|
|
2016
Q1 | $7.77M | Buy |
119,691
+10,022
| +9% | +$682K | 1.87% | 16 |
|
|
2015
Q4 | $8.46M | Sell |
109,669
-11,417
| -9% | -$907K | 1.98% | 14 |
|
|
2015
Q3 | $9.97M | Buy |
121,086
+16,818
| +16% | +$1.5M | 2.51% | 9 |
|
|
2015
Q2 | $9.19M | Sell |
104,268
-335
| -0.3% | -$30.7K | 2.08% | 11 |
|
|
2015
Q1 | $9.24M | Sell |
104,603
-12,789
| -11% | -$1.13M | 2.13% | 11 |
|
|
2014
Q4 | $9.75M | Buy |
117,392
+68,567
| +140% | +$5.68M | 2.29% | 12 |
|
|
2014
Q3 | $4.12M | Buy |
48,825
+33,089
| +210% | +$2.68M | 0.9% | 34 |
|
|
2014
Q2 | $1.28M | Hold |
15,736
| – | – | 0.28% | 82 |
|
|
2014
Q1 | $1.2M | Hold |
15,736
| – | – | 0.28% | 80 |
|
|
2013
Q4 | $1.13M | Hold |
15,736
| – | – | 0.25% | 83 |
|
|
2013
Q3 | $1.08M | Hold |
15,736
| – | – | 0.26% | 85 |
|
|
2013
Q2 | $997K | Buy |
+15,736
| New | +$1.02M | 0.25% | 84 |
|
Other funds holding NVS
Private Wealth Partners's NVS Position: Q1 2026 in Review
Private Wealth Partners reduced its Novartis (NVS) stake by 28% in Q1 2026, selling an estimated $76.6K and leaving 1,312 shares worth $200K. The position accounts for 0.02% of the portfolio, ranked #166.
Private Wealth Partners first reported a position in NVS in Q2 2013 and has held it in 37 quarters since. The position peaked at $9.97M in Q3 2015. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- Private Wealth Partners held 1,312 shares of Novartis worth $200K as of Q1 2026.
- Private Wealth Partners sold 500 Novartis shares in Q1 2026, an estimated $76.6K.
- Novartis made up 0.02% of Private Wealth Partners's portfolio in Q1 2026, its #166 holding.
- Private Wealth Partners first reported a position in Novartis in Q2 2013 and has held it in 37 quarters since.
- Private Wealth Partners's Novartis position peaked at $9.97M in Q3 2015.
- 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.