Scotia 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 | $11.1M | Buy |
72,553
+25,084
| +53% | +$3.85M | 0.05% | 201 |
|
|
2025
Q4 | $6.54M | Buy |
47,469
+416
| +0.9% | +$54.5K | 0.03% | 264 |
|
|
2025
Q3 | $6.03M | Buy |
47,053
+2,152
| +5% | +$263K | 0.03% | 267 |
|
|
2025
Q2 | $5.43M | Buy |
44,901
+1,491
| +3% | +$168K | 0.03% | 270 |
|
|
2025
Q1 | $4.84M | Sell |
43,410
-3,337
| -7% | -$355K | 0.03% | 270 |
|
|
2024
Q4 | $4.55M | Buy |
46,747
+218
| +0.5% | +$23.2K | 0.02% | 281 |
|
|
2024
Q3 | $5.35M | Buy |
46,529
+3,322
| +8% | +$377K | 0.03% | 253 |
|
|
2024
Q2 | $4.6M | Buy |
43,207
+2,154
| +5% | +$216K | 0.03% | 260 |
|
|
2024
Q1 | $3.97M | Sell |
41,053
-2,646
| -6% | -$271K | 0.02% | 285 |
|
|
2023
Q4 | $4.41M | Sell |
43,699
-1,067
| -2% | -$103K | 0.03% | 260 |
|
|
2023
Q3 | $4.32M | Buy |
44,766
+3,924
| +10% | +$398K | 0.03% | 245 |
|
|
2023
Q2 | $4.12M | Sell |
40,842
-1,671
| -4% | -$167K | 0.03% | 255 |
|
|
2023
Q1 | $3.91M | Buy |
42,513
+266
| +0.6% | +$23.2K | 0.03% | 259 |
|
|
2022
Q4 | $3.83M | Buy |
42,247
+690
| +2% | +$58.1K | 0.03% | 255 |
|
|
2022
Q3 | $3.16M | Sell |
41,557
-846
| -2% | -$70.1K | 0.03% | 273 |
|
|
2022
Q2 | $3.58M | Sell |
42,403
-23,762
| -36% | -$2.08M | 0.03% | 269 |
|
|
2022
Q1 | $5.81M | Sell |
66,165
-3,591
| -5% | -$311K | 0.04% | 229 |
|
|
2021
Q4 | $6.1M | Sell |
69,756
-118,510
| -63% | -$9.84M | 0.04% | 227 |
|
|
2021
Q3 | $15.4M | Buy |
188,266
+12,183
| +7% | +$1.1M | 0.11% | 115 |
|
|
2021
Q2 | $16.1M | Sell |
176,083
-36,691
| -17% | -$3.27M | 0.12% | 112 |
|
|
2021
Q1 | $18.2M | Buy |
212,774
+37,141
| +21% | +$3.33M | 0.15% | 99 |
|
|
2020
Q4 | $16.6M | Buy |
175,633
+43,285
| +33% | +$3.78M | 0.15% | 103 |
|
|
2020
Q3 | $11.5M | Buy |
132,348
+9,628
| +8% | +$834K | 0.12% | 117 |
|
|
2020
Q2 | $10.7M | Buy |
122,720
+59,666
| +95% | +$5.15M | 0.15% | 96 |
|
|
2020
Q1 | $5.2M | Buy |
63,054
+6,736
| +12% | +$601K | 0.07% | 148 |
|
|
2019
Q4 | $5.33M | Buy |
56,318
+2,195
| +4% | +$197K | 0.06% | 171 |
|
|
2019
Q3 | $4.7M | Buy |
54,123
+9,007
| +20% | +$809K | 0.06% | 168 |
|
|
2019
Q2 | $4.12M | Sell |
45,116
-13,015
| -22% | -$1.1M | 0.05% | 190 |
|
|
2019
Q1 | $5.01M | Sell |
58,131
-3,536
| -6% | -$284K | 0.06% | 166 |
|
|
2018
Q4 | $4.74M | Buy |
61,667
+3,292
| +6% | +$256K | 0.07% | 160 |
|
|
2018
Q3 | $4.51M | Sell |
58,375
-743
| -1% | -$54.9K | 0.06% | 190 |
|
|
2018
Q2 | $4.26M | Buy |
59,118
+603
| +1% | +$41.6K | 0.06% | 180 |
|
|
2018
Q1 | $4.24M | Sell |
58,515
-1,021
| -2% | -$77.7K | 0.06% | 183 |
|
|
2017
Q4 | $4.48M | Sell |
59,536
-14,793
| -20% | -$1.12M | 0.06% | 175 |
|
|
2017
Q3 | $5.72M | Sell |
74,329
-102
| -0.1% | -$7.7K | 0.08% | 145 |
|
|
2017
Q2 | $5.57M | Sell |
74,431
-479
| -0.6% | -$33.9K | 0.09% | 133 |
|
|
2017
Q1 | $4.99M | Buy |
74,910
+16,726
| +29% | +$1.11M | 0.09% | 151 |
|
|
2016
Q4 | $3.8M | Buy |
58,184
+1,780
| +3% | +$115K | 0.06% | 204 |
|
|
2016
Q3 | $3.99M | Buy |
56,404
+5,055
| +10% | +$368K | 0.07% | 184 |
|
|
2016
Q2 | $3.8M | Buy |
51,349
+5,461
| +12% | +$377K | 0.08% | 174 |
|
|
2016
Q1 | $2.98M | Buy |
45,888
+16,655
| +57% | +$1.13M | 0.07% | 180 |
|
|
2015
Q4 | $2.25M | Hold |
29,233
| – | – | 0.05% | 241 |
|
|
2015
Q3 | $2.41M | Sell |
29,233
-177
| -0.6% | -$15.8K | 0.05% | 223 |
|
|
2015
Q2 | $2.6M | Buy |
29,410
+757
| +3% | +$69.4K | 0.05% | 234 |
|
|
2015
Q1 | $2.53M | Sell |
28,653
-1,028
| -3% | -$91.2K | 0.07% | 192 |
|
|
2014
Q4 | $2.46M | Sell |
29,681
-28,757
| -49% | -$2.38M | 0.06% | 185 |
|
|
2014
Q3 | $4.93M | Sell |
58,438
-36
| -0.1% | -$2.91K | 0.11% | 119 |
|
|
2014
Q2 | $4.74M | Sell |
58,474
-6
| -0% | -$472 | 0.1% | 123 |
|
|
2014
Q1 | $4.46M | Sell |
58,480
-5,717
| -9% | -$417K | 0.1% | 124 |
|
|
2013
Q4 | $4.62M | Buy |
64,197
+680
| +1% | +$47.3K | 0.11% | 122 |
|
|
2013
Q3 | $4.37M | Buy |
63,517
+28,346
| +81% | +$1.88M | 0.12% | 115 |
|
|
2013
Q2 | $2.23M | Buy |
+35,171
| New | +$2.29M | 0.09% | 151 |
|
Other funds holding NVS
Scotia Capital's NVS Position: Q1 2026 in Review
Scotia Capital increased its Novartis (NVS) stake by 53% in Q1 2026, buying an estimated $3.85M and bringing the position to 72,553 shares worth $11.1M. The position accounts for 0.05% of the portfolio, ranked #201.
Scotia Capital first reported a position in NVS in Q2 2013 and has held it in 52 quarters since. The position peaked at $18.2M in Q1 2021. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- Scotia Capital held 72,553 shares of Novartis worth $11.1M as of Q1 2026.
- Scotia Capital bought 25,084 Novartis shares in Q1 2026, an estimated $3.85M.
- Novartis made up 0.05% of Scotia Capital's portfolio in Q1 2026, its #201 holding.
- Scotia Capital first reported a position in Novartis in Q2 2013 and has held it in 52 quarters since.
- Scotia Capital's Novartis position peaked at $18.2M in Q1 2021.
- 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on Scotia Capital's 13F filing for Q1 2026, filed 13 May 2026.