Proficio Capital 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 | $227K | Buy |
+1,484
| New | +$227K | 0.01% | 228 |
|
|
2025
Q3 | – | Sell |
-2,021
| Closed | -$245K | – | 363 |
|
|
2025
Q2 | $245K | Sell |
2,021
-63
| -3% | -$7.1K | 0.02% | 371 |
|
|
2025
Q1 | $232K | Sell |
2,084
-228
| -10% | -$24.3K | 0.02% | 344 |
|
|
2024
Q4 | $225K | Buy |
+2,312
| New | +$247K | 0.02% | 319 |
|
|
2024
Q3 | – | Sell |
-2,374
| Closed | -$253K | – | 324 |
|
|
2024
Q2 | $253K | Sell |
2,374
-10
| -0.4% | -$1K | 0.03% | 274 |
|
|
2024
Q1 | $231K | Sell |
2,384
-17
| -0.7% | -$1.74K | 0.03% | 293 |
|
|
2023
Q4 | $242K | Sell |
2,401
-16
| -0.7% | -$1.54K | 0.03% | 265 |
|
|
2023
Q3 | $246K | Hold |
2,417
| – | – | 0.03% | 251 |
|
|
2023
Q2 | $244K | Buy |
2,417
+43
| +2% | +$4.3K | 0.03% | 251 |
|
|
2023
Q1 | $218K | Sell |
2,374
-221
| -9% | -$19.3K | 0.03% | 262 |
|
|
2022
Q4 | $235K | Buy |
+2,595
| New | +$219K | 0.04% | 239 |
|
|
2022
Q3 | – | Sell |
-3,542
| Closed | -$299K | – | 279 |
|
|
2022
Q2 | $299K | Hold |
3,542
| – | – | 0.06% | 191 |
|
|
2022
Q1 | $311K | Buy |
+3,542
| New | +$307K | 0.05% | 199 |
|
|
2021
Q3 | – | Sell |
-2,346
| Closed | -$214K | – | 322 |
|
|
2021
Q2 | $214K | Sell |
2,346
-4
| -0.2% | -$356 | 0.03% | 282 |
|
|
2021
Q1 | $201K | Buy |
+2,350
| New | +$211K | 0.03% | 263 |
|
|
2020
Q2 | – | Sell |
-2,847
| Closed | -$234K | – | 182 |
|
|
2020
Q1 | $234K | Buy |
2,847
+89
| +3% | +$7.94K | 0.06% | 135 |
|
|
2019
Q4 | $261K | Buy |
+2,758
| New | +$247K | 0.08% | 107 |
|
|
2019
Q3 | – | Sell |
-2,722
| Closed | -$249K | – | 1066 |
|
|
2019
Q2 | $249K | Sell |
2,722
-95
| -3% | -$8.04K | 0.09% | 115 |
|
|
2019
Q1 | $243K | Sell |
2,817
-1,101
| -28% | -$88.4K | 0.09% | 115 |
|
|
2018
Q4 | $301K | Buy |
3,918
+144
| +4% | +$11.2K | 0.13% | 84 |
|
|
2018
Q3 | $291K | Sell |
3,774
-30
| -0.8% | -$2.22K | 0.1% | 101 |
|
|
2018
Q2 | $258K | Sell |
3,804
-260
| -6% | -$17.9K | 0.11% | 111 |
|
|
2018
Q1 | $294K | Sell |
4,064
-608
| -13% | -$46.3K | 0.09% | 103 |
|
|
2017
Q4 | $351K | Buy |
4,672
+201
| +4% | +$15.2K | 0.11% | 93 |
|
|
2017
Q3 | $344K | Sell |
4,471
-54
| -1% | -$4.08K | 0.14% | 90 |
|
|
2017
Q2 | $346K | Buy |
4,525
+786
| +21% | +$55.7K | 0.14% | 102 |
|
|
2017
Q1 | $273K | Sell |
3,739
-8,065
| -68% | -$537K | 0.12% | 122 |
|
|
2016
Q4 | $770K | Sell |
11,804
-8,138
| -41% | -$528K | 0.33% | 65 |
|
|
2016
Q3 | $1.41M | Sell |
19,942
-7,256
| -27% | -$529K | 0.81% | 33 |
|
|
2016
Q2 | $2M | Buy |
27,198
+1,113
| +4% | +$76.9K | 1.25% | 16 |
|
|
2016
Q1 | $1.69M | Buy |
26,085
+9,992
| +62% | +$680K | 1.42% | 15 |
|
|
2015
Q4 | $1.24M | Buy |
+16,093
| New | +$1.28M | 1.22% | 23 |
|
Other funds holding NVS
Proficio Capital Partners's NVS Position: Q1 2026 in Review
Proficio Capital Partners opened a new position in Novartis (NVS) in Q1 2026: 1,484 shares worth $227K. The stake represents 0.01% of the portfolio and ranks #228 among its holdings. This is a return to the name: Proficio Capital Partners previously reported a position in NVS as recently as Q2 2025.
Proficio Capital Partners first reported a position in NVS in Q4 2015 and has held it in 32 quarters since. The position peaked at $2M in Q2 2016. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- Proficio Capital Partners held 1,484 shares of Novartis worth $227K as of Q1 2026.
- Novartis was a new Proficio Capital Partners position in Q1 2026.
- Novartis made up 0.01% of Proficio Capital Partners's portfolio in Q1 2026, its #228 holding.
- Proficio Capital Partners first reported a position in Novartis in Q4 2015 and has held it in 32 quarters since.
- Proficio Capital Partners's Novartis position peaked at $2M in Q2 2016.
- 1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.