SevenBridge Financial Group’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 | $1.14M | Sell |
7,724
-155
| -2% | -$23.8K | 0.18% | 110 |
|
|
2025
Q4 | $1.17M | Hold |
7,879
| – | – | 0.19% | 107 |
|
|
2025
Q3 | $1.04M | Sell |
7,879
-1,382
| -15% | -$169K | 0.17% | 114 |
|
|
2025
Q2 | $1.1M | Sell |
9,261
-1,267
| -12% | -$143K | 0.19% | 115 |
|
|
2025
Q1 | $1.15M | Sell |
10,528
-2,805
| -21% | -$299K | 0.23% | 115 |
|
|
2024
Q4 | $1.44M | Sell |
13,333
-710
| -5% | -$75.7K | 0.27% | 94 |
|
|
2024
Q3 | $1.48M | Sell |
14,043
-330
| -2% | -$37.4K | 0.29% | 89 |
|
|
2024
Q2 | $1.58M | Hold |
14,373
| – | – | 0.35% | 77 |
|
|
2024
Q1 | $1.4M | Sell |
14,373
-1,076
| -7% | -$110K | 0.32% | 84 |
|
|
2023
Q4 | $1.56M | Hold |
15,449
| – | – | 0.37% | 76 |
|
|
2023
Q3 | $1.57M | Sell |
15,449
-88
| -0.6% | -$8.93K | 0.41% | 74 |
|
|
2023
Q2 | $1.57M | Sell |
15,537
-228
| -1% | -$22.8K | 0.4% | 70 |
|
|
2023
Q1 | $1.45M | Sell |
15,765
-56
| -0.4% | -$4.89K | 0.4% | 72 |
|
|
2022
Q4 | $1.44M | Buy |
15,821
+69
| +0.4% | +$5.81K | 0.42% | 64 |
|
|
2022
Q3 | $1.2M | Buy |
15,752
+1,285
| +9% | +$107K | 0.41% | 69 |
|
|
2022
Q2 | $1.22M | Buy |
14,467
+12
| +0.1% | +$1.05K | 0.49% | 56 |
|
|
2022
Q1 | $1.27M | Sell |
14,455
-362
| -2% | -$31.3K | 0.45% | 59 |
|
|
2021
Q4 | $1.3M | Sell |
14,817
-278
| -2% | -$23.1K | 0.39% | 70 |
|
|
2021
Q3 | $1.23M | Sell |
15,095
-368
| -2% | -$33.1K | 0.41% | 66 |
|
|
2021
Q2 | $1.41M | Buy |
15,463
+69
| +0.4% | +$6.14K | 0.46% | 66 |
|
|
2021
Q1 | $1.32M | Hold |
15,394
| – | – | 0.48% | 62 |
|
|
2020
Q4 | $1.45M | Hold |
15,394
| – | – | 0.57% | 52 |
|
|
2020
Q3 | $1.34M | Sell |
15,394
-128
| -0.8% | -$11.1K | 0.61% | 52 |
|
|
2020
Q2 | $1.36M | Sell |
15,522
-12
| -0.1% | -$1.04K | 0.67% | 44 |
|
|
2020
Q1 | $1.28M | Sell |
15,534
-191
| -1% | -$17K | 0.74% | 42 |
|
|
2019
Q4 | $1.49M | Sell |
15,725
-603
| -4% | -$54.1K | 0.39% | 55 |
|
|
2019
Q3 | $1.42M | Sell |
16,328
-152
| -0.9% | -$13.6K | 0.75% | 45 |
|
|
2019
Q2 | $1.5M | Sell |
16,480
-2,286
| -12% | -$193K | 0.54% | 50 |
|
|
2019
Q1 | $1.62M | Sell |
18,766
-139
| -0.7% | -$11.2K | 0.61% | 48 |
|
|
2018
Q4 | $1.45M | Sell |
18,905
-141
| -0.7% | -$11K | 0.89% | 36 |
|
|
2018
Q3 | $1.47M | Sell |
19,046
-452
| -2% | -$33.4K | 0.78% | 40 |
|
|
2018
Q2 | $1.32M | Sell |
19,498
-432
| -2% | -$29.8K | 0.74% | 43 |
|
|
2018
Q1 | $1.44M | Sell |
19,930
-276
| -1% | -$21K | 0.83% | 39 |
|
|
2017
Q4 | $1.52M | Sell |
20,206
-732
| -3% | -$55.2K | 0.84% | 39 |
|
|
2017
Q3 | $1.61M | Buy |
20,938
+1,254
| +6% | +$94.7K | 0.92% | 35 |
|
|
2017
Q2 | $1.47M | Buy |
19,684
+84
| +0.4% | +$5.95K | 0.9% | 37 |
|
|
2017
Q1 | $1.29M | Sell |
19,600
-665
| -3% | -$44.3K | 0.85% | 37 |
|
|
2016
Q4 | $1.39M | Hold |
20,265
| – | – | 1.01% | 28 |
|
|
2016
Q3 | $1.39M | Sell |
20,265
-1,747
| -8% | -$127K | 1.02% | 28 |
|
|
2016
Q2 | $1.63M | Buy |
+22,012
| New | +$1.52M | 1.14% | 18 |
|
Other funds holding NVS
SevenBridge Financial Group's NVS Position: Q1 2026 in Review
SevenBridge Financial Group reduced its Novartis (NVS) stake by 2% in Q1 2026, selling an estimated $23.8K and leaving 7,724 shares worth $1.14M. The position accounts for 0.18% of the portfolio, ranked #110.
SevenBridge Financial Group first reported a position in NVS in Q2 2016 and has held it in 40 quarters since. The position peaked at $1.63M in Q2 2016. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- SevenBridge Financial Group held 7,724 shares of Novartis worth $1.14M as of Q1 2026.
- SevenBridge Financial Group sold 155 Novartis shares in Q1 2026, an estimated $23.8K.
- Novartis made up 0.18% of SevenBridge Financial Group's portfolio in Q1 2026, its #110 holding.
- SevenBridge Financial Group first reported a position in Novartis in Q2 2016 and has held it in 40 quarters since.
- SevenBridge Financial Group's Novartis position peaked at $1.63M in Q2 2016.
- 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.