Saturna Capital’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 | $47.5M | Sell |
311,008
-1,654
| -0.5% | -$254K | 0.67% | 33 |
|
|
2025
Q4 | $43.1M | Sell |
312,662
-2,639
| -0.8% | -$346K | 0.57% | 35 |
|
|
2025
Q3 | $40.4M | Sell |
315,301
-575
| -0.2% | -$70.2K | 0.52% | 37 |
|
|
2025
Q2 | $38.2M | Sell |
315,876
-4,290
| -1% | -$484K | 0.52% | 43 |
|
|
2025
Q1 | $35.7M | Sell |
320,166
-100
| -0% | -$10.6K | 0.53% | 47 |
|
|
2024
Q4 | $31.2M | Buy |
320,266
+2,248
| +0.7% | +$240K | 0.42% | 52 |
|
|
2024
Q3 | $36.6M | Sell |
318,018
-8,395
| -3% | -$953K | 0.48% | 51 |
|
|
2024
Q2 | $34.7M | Sell |
326,413
-1,471
| -0.4% | -$148K | 0.46% | 50 |
|
|
2024
Q1 | $31.7M | Buy |
327,884
+228
| +0.1% | +$23.4K | 0.44% | 55 |
|
|
2023
Q4 | $33.1M | Sell |
327,656
-1,805
| -0.5% | -$174K | 0.52% | 53 |
|
|
2023
Q3 | $33.6M | Buy |
329,461
+17,795
| +6% | +$1.81M | 0.59% | 52 |
|
|
2023
Q2 | $31.5M | Buy |
311,666
+1,400
| +0.5% | +$140K | 0.54% | 55 |
|
|
2023
Q1 | $28.5M | Sell |
310,266
-430
| -0.1% | -$37.6K | 0.55% | 56 |
|
|
2022
Q4 | $28.2M | Sell |
310,696
-15,519
| -5% | -$1.31M | 0.61% | 52 |
|
|
2022
Q3 | $24.8M | Buy |
326,215
+257
| +0.1% | +$21.3K | 0.6% | 53 |
|
|
2022
Q2 | $27.6M | Buy |
325,958
+220
| +0.1% | +$19.3K | 0.65% | 53 |
|
|
2022
Q1 | $28.6M | Buy |
325,738
+5,610
| +2% | +$486K | 0.58% | 53 |
|
|
2021
Q4 | $28.7M | Sell |
320,128
-1,150
| -0.4% | -$95.5K | 0.51% | 52 |
|
|
2021
Q3 | $26.3M | Buy |
321,278
+37,605
| +13% | +$3.38M | 0.53% | 55 |
|
|
2021
Q2 | $25.9M | Buy |
283,673
+2,700
| +1% | +$240K | 0.53% | 55 |
|
|
2021
Q1 | $24M | Sell |
280,973
-15,680
| -5% | -$1.41M | 0.54% | 54 |
|
|
2020
Q4 | $28M | Buy |
296,653
+460
| +0.2% | +$40.2K | 0.63% | 55 |
|
|
2020
Q3 | $25.8M | Buy |
296,193
+390
| +0.1% | +$33.8K | 0.66% | 53 |
|
|
2020
Q2 | $25.8M | Buy |
295,803
+400
| +0.1% | +$34.5K | 0.73% | 51 |
|
|
2020
Q1 | $25.9M | Buy |
295,403
+5,675
| +2% | +$506K | 0.84% | 51 |
|
|
2019
Q4 | $27.4M | Buy |
289,728
+1,400
| +0.5% | +$126K | 0.74% | 53 |
|
|
2019
Q3 | $25.1M | Buy |
288,328
+1,834
| +0.6% | +$165K | 0.73% | 53 |
|
|
2019
Q2 | $26.2M | Sell |
286,494
-33,178
| -10% | -$2.81M | 0.77% | 52 |
|
|
2019
Q1 | $27.5M | Sell |
319,672
-3,330
| -1% | -$267K | 0.8% | 54 |
|
|
2018
Q4 | $24.8M | Buy |
323,002
+56
| +0% | +$4.36K | 0.84% | 55 |
|
|
2018
Q3 | $24.9M | Sell |
322,946
-279
| -0.1% | -$20.6K | 0.73% | 56 |
|
|
2018
Q2 | $21.9M | Sell |
323,225
-434,793
| -57% | -$30M | 0.7% | 60 |
|
|
2018
Q1 | $54.9M | Buy |
758,018
+334
| +0% | +$25.4K | 1.75% | 18 |
|
|
2017
Q4 | $57M | Hold |
757,684
| – | – | 1.74% | 20 |
|
|
2017
Q3 | $58.3M | Sell |
757,684
-6,779
| -0.9% | -$512K | 1.89% | 11 |
|
|
2017
Q2 | $57.2M | Sell |
764,463
-279
| -0% | -$19.8K | 1.9% | 11 |
|
|
2017
Q1 | $50.9M | Buy |
764,742
+1,070
| +0.1% | +$71.3K | 1.73% | 16 |
|
|
2016
Q4 | $49.8M | Sell |
763,672
-307,123
| -29% | -$19.9M | 1.75% | 14 |
|
|
2016
Q3 | $75.8M | Sell |
1,070,795
-111,712
| -9% | -$8.14M | 2.47% | 5 |
|
|
2016
Q2 | $87.4M | Sell |
1,182,507
-502
| -0% | -$34.7K | 2.8% | 3 |
|
|
2016
Q1 | $81.2M | Sell |
1,183,009
-22,320
| -2% | -$1.52M | 2.6% | 4 |
|
|
2015
Q4 | $92.9M | Sell |
1,205,329
-237
| -0% | -$18.8K | 2.87% | 3 |
|
|
2015
Q3 | $99.3M | Hold |
1,205,566
| – | – | 3.12% | 3 |
|
|
2015
Q2 | $106M | Sell |
1,205,566
-334
| -0% | -$30.6K | 2.98% | 2 |
|
|
2015
Q1 | $108M | Sell |
1,205,900
-38,722
| -3% | -$3.43M | 2.9% | 1 |
|
|
2014
Q4 | $103M | Hold |
1,244,622
| – | – | 2.7% | 1 |
|
|
2014
Q3 | $105M | Buy |
1,244,622
+223
| +0% | +$18K | 2.81% | 1 |
|
|
2014
Q2 | $101M | Hold |
1,244,399
| – | – | 2.63% | 1 |
|
|
2014
Q1 | $94.8M | Sell |
1,244,399
-74,549
| -6% | -$5.43M | 2.49% | 2 |
|
|
2013
Q4 | $95M | Hold |
1,318,948
| – | – | 2.42% | 2 |
|
|
2013
Q3 | $90.7M | Hold |
1,318,948
| – | – | 2.41% | 1 |
|
|
2013
Q2 | $83.6M | Buy |
+1,318,948
| New | +$85.8M | 2.28% | 2 |
|
Other funds holding NVS
Saturna Capital's NVS Position: Q1 2026 in Review
Saturna Capital reduced its Novartis (NVS) stake by 0.53% in Q1 2026, selling an estimated $254K and leaving 311,008 shares worth $47.5M. The position accounts for 0.67% of the portfolio, ranked #33.
Saturna Capital first reported a position in NVS in Q2 2013 and has held it in 52 quarters since. The position peaked at $108M in Q1 2015. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- Saturna Capital held 311,008 shares of Novartis worth $47.5M as of Q1 2026.
- Saturna Capital sold 1,654 Novartis shares in Q1 2026, an estimated $254K.
- Novartis made up 0.67% of Saturna Capital's portfolio in Q1 2026, its #33 holding.
- Saturna Capital first reported a position in Novartis in Q2 2013 and has held it in 52 quarters since.
- Saturna Capital's Novartis position peaked at $108M in Q1 2015.
- 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on Saturna Capital's 13F filing for Q1 2026, filed 12 May 2026.