Shoker Investment Counsel’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 | $357K | Hold |
2,335
| – | – | 0.11% | 89 |
|
|
2025
Q4 | $322K | Hold |
2,335
| – | – | 0.09% | 94 |
|
|
2025
Q3 | $299K | Hold |
2,335
| – | – | 0.09% | 96 |
|
|
2025
Q2 | $283K | Hold |
2,335
| – | – | 0.09% | 99 |
|
|
2025
Q1 | $260K | Hold |
2,335
| – | – | 0.09% | 94 |
|
|
2024
Q4 | $227K | Hold |
2,335
| – | – | 0.08% | 96 |
|
|
2024
Q3 | $269K | Hold |
2,335
| – | – | 0.09% | 90 |
|
|
2024
Q2 | $249K | Sell |
2,335
-90
| -4% | -$9.03K | 0.09% | 91 |
|
|
2024
Q1 | $232K | Hold |
2,425
| – | – | 0.08% | 90 |
|
|
2023
Q4 | $245K | Buy |
2,425
+20
| +0.8% | +$1.93K | 0.09% | 86 |
|
|
2023
Q3 | $245K | Hold |
2,405
| – | – | 0.11% | 79 |
|
|
2023
Q2 | $243K | Hold |
2,405
| – | – | 0.1% | 82 |
|
|
2023
Q1 | $221K | Hold |
2,405
| – | – | 0.1% | 85 |
|
|
2022
Q4 | $218K | Buy |
+2,405
| New | +$203K | 0.1% | 88 |
|
|
2022
Q3 | – | Sell |
-2,405
| Closed | -$203K | – | 86 |
|
|
2022
Q2 | $203K | Hold |
2,405
| – | – | 0.11% | 86 |
|
|
2022
Q1 | $211K | Hold |
2,405
| – | – | 0.1% | 93 |
|
|
2021
Q4 | $210K | Buy |
+2,405
| New | +$200K | 0.1% | 97 |
|
|
2021
Q3 | – | Sell |
-2,493
| Closed | -$227K | – | 98 |
|
|
2021
Q2 | $227K | Sell |
2,493
-691
| -22% | -$61.5K | 0.11% | 88 |
|
|
2021
Q1 | $272K | Sell |
3,184
-85
| -3% | -$7.63K | 0.14% | 79 |
|
|
2020
Q4 | $308K | Sell |
3,269
-80
| -2% | -$6.99K | 0.17% | 70 |
|
|
2020
Q3 | $291K | Hold |
3,349
| – | – | 0.19% | 68 |
|
|
2020
Q2 | $292K | Hold |
3,349
| – | – | 0.2% | 68 |
|
|
2020
Q1 | $276K | Sell |
3,349
-201
| -6% | -$17.9K | 0.23% | 66 |
|
|
2019
Q4 | $336K | Sell |
3,550
-27
| -0.8% | -$2.42K | 0.22% | 75 |
|
|
2019
Q3 | $310K | Hold |
3,577
| – | – | 0.22% | 78 |
|
|
2019
Q2 | $326K | Sell |
3,577
-976
| -21% | -$82.6K | 0.24% | 74 |
|
|
2019
Q1 | $392K | Hold |
4,553
| – | – | 0.29% | 72 |
|
|
2018
Q4 | $350K | Buy |
4,553
+487
| +12% | +$37.9K | 0.29% | 70 |
|
|
2018
Q3 | $313K | Sell |
4,066
-479
| -11% | -$35.4K | 0.23% | 85 |
|
|
2018
Q2 | $307K | Sell |
4,545
-968
| -18% | -$66.8K | 0.23% | 88 |
|
|
2018
Q1 | $399K | Sell |
5,513
-166
| -3% | -$12.6K | 0.3% | 72 |
|
|
2017
Q4 | $427K | Sell |
5,679
-1,697
| -23% | -$128K | 0.31% | 74 |
|
|
2017
Q3 | $567K | Sell |
7,376
-1,408
| -16% | -$106K | 0.43% | 61 |
|
|
2017
Q2 | $656K | Sell |
8,784
-127
| -1% | -$9K | 0.52% | 53 |
|
|
2017
Q1 | $593K | Sell |
8,911
-162
| -2% | -$10.8K | 0.5% | 56 |
|
|
2016
Q4 | $592K | Buy |
9,073
+77
| +0.9% | +$5K | 0.49% | 55 |
|
|
2016
Q3 | $636K | Buy |
8,996
+189
| +2% | +$13.8K | 0.54% | 52 |
|
|
2016
Q2 | $651K | Buy |
8,807
+695
| +9% | +$48K | 0.58% | 49 |
|
|
2016
Q1 | $526K | Buy |
8,112
+477
| +6% | +$32.5K | 0.5% | 54 |
|
|
2015
Q4 | $588K | Buy |
7,635
+102
| +1% | +$8.1K | 0.59% | 50 |
|
|
2015
Q3 | $620K | Sell |
7,533
-157
| -2% | -$14K | 0.65% | 46 |
|
|
2015
Q2 | $677K | Buy |
7,690
+144
| +2% | +$13.2K | 0.64% | 50 |
|
|
2015
Q1 | $666K | Buy |
7,546
+476
| +7% | +$42.2K | 0.63% | 49 |
|
|
2014
Q4 | $587K | Buy |
7,070
+638
| +10% | +$52.9K | 0.54% | 53 |
|
|
2014
Q3 | $542K | Hold |
6,432
| – | – | 0.5% | 56 |
|
|
2014
Q2 | $521K | Buy |
6,432
+589
| +10% | +$46.3K | 0.46% | 58 |
|
|
2014
Q1 | $445K | Buy |
5,843
+482
| +9% | +$35.1K | 0.42% | 59 |
|
|
2013
Q4 | $386K | Buy |
+5,361
| New | +$373K | 0.36% | 62 |
|
Other funds holding NVS
Shoker Investment Counsel's NVS Position: Q1 2026 in Review
Shoker Investment Counsel held its Novartis (NVS) position steady in Q1 2026 at 2,335 shares worth $357K. The position accounts for 0.11% of the portfolio, ranked #89.
Shoker Investment Counsel first reported a position in NVS in Q4 2013 and has held it in 48 quarters since. The position peaked at $677K in Q2 2015. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- Shoker Investment Counsel held 2,335 shares of Novartis worth $357K as of Q1 2026.
- Shoker Investment Counsel left its Novartis share count unchanged in Q1 2026.
- Novartis made up 0.11% of Shoker Investment Counsel's portfolio in Q1 2026, its #89 holding.
- Shoker Investment Counsel first reported a position in Novartis in Q4 2013 and has held it in 48 quarters since.
- Shoker Investment Counsel's Novartis position peaked at $677K in Q2 2015.
- 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on Shoker Investment Counsel's 13F filing for Q1 2026, filed 11 May 2026.