SEI Investments’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 | $94.6M | Buy |
619,274
+54,262
| +10% | +$8.32M | 0.09% | 243 |
|
|
2025
Q4 | $77.9M | Buy |
565,012
+44,921
| +9% | +$5.88M | 0.08% | 267 |
|
|
2025
Q3 | $66.7M | Buy |
520,091
+8,344
| +2% | +$1.02M | 0.07% | 273 |
|
|
2025
Q2 | $61.9M | Sell |
511,747
-58,288
| -10% | -$6.57M | 0.07% | 295 |
|
|
2025
Q1 | $63.5M | Buy |
570,035
+38,150
| +7% | +$4.06M | 0.08% | 275 |
|
|
2024
Q4 | $51.8M | Buy |
531,885
+16,519
| +3% | +$1.76M | 0.07% | 309 |
|
|
2024
Q3 | $59.3M | Sell |
515,366
-54,586
| -10% | -$6.19M | 0.08% | 279 |
|
|
2024
Q2 | $60.7M | Sell |
569,952
-2,937
| -0.5% | -$295K | 0.09% | 248 |
|
|
2024
Q1 | $55.4M | Sell |
572,889
-37,859
| -6% | -$3.88M | 0.08% | 265 |
|
|
2023
Q4 | $61.7M | Buy |
610,748
+4,431
| +0.7% | +$428K | 0.1% | 209 |
|
|
2023
Q3 | $61.8M | Sell |
606,317
-29,231
| -5% | -$2.97M | 0.11% | 173 |
|
|
2023
Q2 | $64.1M | Sell |
635,548
-20,539
| -3% | -$2.05M | 0.11% | 168 |
|
|
2023
Q1 | $60.4M | Buy |
656,087
+26,329
| +4% | +$2.3M | 0.11% | 179 |
|
|
2022
Q4 | $57.1M | Buy |
629,758
+29,524
| +5% | +$2.49M | 0.13% | 158 |
|
|
2022
Q3 | $45.6M | Sell |
600,234
-44,644
| -7% | -$3.7M | 0.1% | 208 |
|
|
2022
Q2 | $54.6M | Sell |
644,878
-25,517
| -4% | -$2.24M | 0.12% | 158 |
|
|
2022
Q1 | $58.8M | Buy |
670,395
+8,044
| +1% | +$696K | 0.12% | 164 |
|
|
2021
Q4 | $57.9M | Sell |
662,351
-217,716
| -25% | -$18.1M | 0.11% | 196 |
|
|
2021
Q3 | $72M | Buy |
880,067
+34,275
| +4% | +$3.08M | 0.15% | 130 |
|
|
2021
Q2 | $77.1M | Buy |
845,792
+37,401
| +5% | +$3.33M | 0.17% | 108 |
|
|
2021
Q1 | $70.3M | Buy |
808,391
+20,672
| +3% | +$1.86M | 0.18% | 102 |
|
|
2020
Q4 | $74.4M | Sell |
787,719
-7,618
| -1% | -$666K | 0.19% | 88 |
|
|
2020
Q3 | $69.2M | Sell |
795,337
-57,503
| -7% | -$4.98M | 0.2% | 89 |
|
|
2020
Q2 | $74.5M | Sell |
852,840
-296,114
| -26% | -$25.6M | 0.23% | 73 |
|
|
2020
Q1 | $94.7M | Sell |
1,148,954
-124,196
| -10% | -$11.1M | 0.35% | 49 |
|
|
2019
Q4 | $121M | Buy |
1,273,150
+63,402
| +5% | +$5.69M | 0.36% | 42 |
|
|
2019
Q3 | $105M | Sell |
1,209,748
-27,093
| -2% | -$2.43M | 0.27% | 55 |
|
|
2019
Q2 | $113M | Sell |
1,236,841
-184,989
| -13% | -$15.7M | 0.37% | 41 |
|
|
2019
Q1 | $123M | Sell |
1,421,830
-33,107
| -2% | -$2.66M | 0.41% | 41 |
|
|
2018
Q4 | $112M | Buy |
1,454,937
+30,670
| +2% | +$2.39M | 0.4% | 40 |
|
|
2018
Q3 | $110M | Sell |
1,424,267
-188,792
| -12% | -$14M | 0.4% | 41 |
|
|
2018
Q2 | $109M | Buy |
1,613,059
+60,288
| +4% | +$4.16M | 0.37% | 40 |
|
|
2018
Q1 | $112M | Buy |
1,552,771
+291,584
| +23% | +$22.2M | 0.43% | 37 |
|
|
2017
Q4 | $94.9M | Buy |
1,261,187
+23,564
| +2% | +$1.78M | 0.33% | 52 |
|
|
2017
Q3 | $95.2M | Sell |
1,237,623
-426,862
| -26% | -$32.2M | 0.34% | 52 |
|
|
2017
Q2 | $124M | Buy |
1,664,485
+419,335
| +34% | +$29.7M | 0.5% | 23 |
|
|
2017
Q1 | $82.9M | Buy |
1,245,150
+97,649
| +9% | +$6.51M | 0.36% | 44 |
|
|
2016
Q4 | $74.9M | Buy |
1,147,501
+104,059
| +10% | +$6.75M | 0.36% | 45 |
|
|
2016
Q3 | $73.8M | Buy |
1,043,442
+345,732
| +50% | +$25.2M | 0.38% | 46 |
|
|
2016
Q2 | $51.6M | Sell |
697,710
-3,304
| -0.5% | -$228K | 0.31% | 66 |
|
|
2016
Q1 | $45.5M | Buy |
701,014
+50,914
| +8% | +$3.46M | 0.28% | 79 |
|
|
2015
Q4 | $50.1M | Buy |
650,100
+297,533
| +84% | +$23.6M | 0.31% | 62 |
|
|
2015
Q3 | $29M | Buy |
352,567
+17,412
| +5% | +$1.55M | 0.27% | 86 |
|
|
2015
Q2 | $29.5M | Buy |
335,155
+3,803
| +1% | +$349K | 0.27% | 95 |
|
|
2015
Q1 | $29.3M | Buy |
331,352
+3,162
| +1% | +$280K | 0.25% | 96 |
|
|
2014
Q4 | $27.2M | Buy |
+328,190
| New | +$27.2M | 0.24% | 106 |
|
Other funds holding NVS
SEI Investments's NVS Position: Q1 2026 in Review
SEI Investments increased its Novartis (NVS) stake by 9.6% in Q1 2026, buying an estimated $8.32M and bringing the position to 619,274 shares worth $94.6M. The position accounts for 0.09% of the portfolio, ranked #243.
SEI Investments first reported a position in NVS in Q4 2014 and has held it in 46 quarters since. The position peaked at $124M in Q2 2017. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- SEI Investments held 619,274 shares of Novartis worth $94.6M as of Q1 2026.
- SEI Investments bought 54,262 Novartis shares in Q1 2026, an estimated $8.32M.
- Novartis made up 0.09% of SEI Investments's portfolio in Q1 2026, its #243 holding.
- SEI Investments first reported a position in Novartis in Q4 2014 and has held it in 46 quarters since.
- SEI Investments's Novartis position peaked at $124M in Q2 2017.
- 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on SEI Investments's 13F filing for Q1 2026, filed 13 May 2026.