Sigma Planning Corp’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 | $720K | Sell |
4,716
-381
| -7% | -$58.4K | 0.02% | 699 |
|
|
2025
Q4 | $703K | Sell |
5,097
-6,071
| -54% | -$795K | 0.02% | 666 |
|
|
2025
Q3 | $1.43M | Buy |
11,168
+6,011
| +117% | +$733K | 0.04% | 416 |
|
|
2025
Q2 | $624K | Buy |
5,157
+282
| +6% | +$31.8K | 0.02% | 690 |
|
|
2025
Q1 | $547K | Buy |
4,875
+657
| +16% | +$69.9K | 0.02% | 697 |
|
|
2024
Q4 | $410K | Sell |
4,218
-1,012
| -19% | -$108K | 0.01% | 817 |
|
|
2024
Q3 | $602K | Sell |
5,230
-288
| -5% | -$32.7K | 0.02% | 679 |
|
|
2024
Q2 | $587K | Sell |
5,518
-390
| -7% | -$39.1K | 0.02% | 663 |
|
|
2024
Q1 | $572K | Buy |
5,908
+3,546
| +150% | +$364K | 0.02% | 714 |
|
|
2023
Q4 | $238K | Sell |
2,362
-4,754
| -67% | -$459K | 0.02% | 708 |
|
|
2023
Q3 | $725K | Sell |
7,116
-21
| -0.3% | -$2.13K | 0.03% | 567 |
|
|
2023
Q2 | $720K | Sell |
7,137
-589
| -8% | -$58.9K | 0.03% | 585 |
|
|
2023
Q1 | $711K | Buy |
7,726
+1,283
| +20% | +$112K | 0.02% | 654 |
|
|
2022
Q4 | $585K | Sell |
6,443
-4,660
| -42% | -$392K | 0.02% | 700 |
|
|
2022
Q3 | $844K | Buy |
11,103
+37
| +0.3% | +$3.07K | 0.03% | 518 |
|
|
2022
Q2 | $935K | Buy |
11,066
+5,126
| +86% | +$450K | 0.03% | 488 |
|
|
2022
Q1 | $521K | Sell |
5,940
-1,710
| -22% | -$148K | 0.02% | 828 |
|
|
2021
Q4 | $669K | Sell |
7,650
-4,132
| -35% | -$343K | 0.02% | 713 |
|
|
2021
Q3 | $964K | Buy |
11,782
+250
| +2% | +$22.5K | 0.03% | 553 |
|
|
2021
Q2 | $1.05M | Sell |
11,532
-331
| -3% | -$29.5K | 0.03% | 538 |
|
|
2021
Q1 | $1.01M | Buy |
11,863
+835
| +8% | +$74.9K | 0.03% | 496 |
|
|
2020
Q4 | $1.04M | Sell |
11,028
-552
| -5% | -$48.2K | 0.04% | 421 |
|
|
2020
Q3 | $1.01M | Sell |
11,580
-174
| -1% | -$15.1K | 0.04% | 397 |
|
|
2020
Q2 | $1.03M | Buy |
11,754
+4,817
| +69% | +$416K | 0.05% | 386 |
|
|
2020
Q1 | $572K | Sell |
6,937
-5,643
| -45% | -$503K | 0.03% | 451 |
|
|
2019
Q4 | $1.19M | Buy |
12,580
+748
| +6% | +$67.1K | 0.05% | 360 |
|
|
2019
Q3 | $1.03M | Sell |
11,832
-187
| -2% | -$16.8K | 0.05% | 361 |
|
|
2019
Q2 | $1.1M | Buy |
12,019
+900
| +8% | +$76.2K | 0.06% | 328 |
|
|
2019
Q1 | $958K | Sell |
11,119
-608
| -5% | -$48.8K | 0.05% | 325 |
|
|
2018
Q4 | $902K | Buy |
11,727
+3,849
| +49% | +$300K | 0.07% | 280 |
|
|
2018
Q3 | $608K | Sell |
7,878
-177
| -2% | -$13.1K | 0.04% | 427 |
|
|
2018
Q2 | $545K | Buy |
8,055
+243
| +3% | +$16.8K | 0.04% | 429 |
|
|
2018
Q1 | $566K | Buy |
7,812
+402
| +5% | +$30.6K | 0.04% | 410 |
|
|
2017
Q4 | $558K | Buy |
7,410
+390
| +6% | +$29.4K | 0.04% | 405 |
|
|
2017
Q3 | $540K | Buy |
7,020
+298
| +4% | +$22.5K | 0.04% | 402 |
|
|
2017
Q2 | $503K | Sell |
6,722
-473
| -7% | -$33.5K | 0.05% | 408 |
|
|
2017
Q1 | $479K | Buy |
7,195
+368
| +5% | +$24.5K | 0.05% | 411 |
|
|
2016
Q4 | $446K | Sell |
6,827
-350
| -5% | -$22.7K | 0.05% | 380 |
|
|
2016
Q3 | $508K | Sell |
7,177
-127
| -2% | -$9.26K | 0.06% | 334 |
|
|
2016
Q2 | $540K | Buy |
7,304
+66
| +0.9% | +$4.56K | 0.07% | 301 |
|
|
2016
Q1 | $470K | Sell |
7,238
-1,323
| -15% | -$90K | 0.06% | 331 |
|
|
2015
Q4 | $660K | Sell |
8,561
-938
| -10% | -$74.5K | 0.09% | 245 |
|
|
2015
Q3 | $782K | Buy |
9,499
+1,015
| +12% | +$90.3K | 0.12% | 202 |
|
|
2015
Q2 | $748K | Buy |
8,484
+364
| +4% | +$33.4K | 0.1% | 237 |
|
|
2015
Q1 | $717K | Sell |
8,120
-3,981
| -33% | -$353K | 0.1% | 253 |
|
|
2014
Q4 | $1M | Buy |
+12,101
| New | +$1M | 0.13% | 182 |
|
Other funds holding NVS
Sigma Planning Corp's NVS Position: Q1 2026 in Review
Sigma Planning Corp reduced its Novartis (NVS) stake by 7.5% in Q1 2026, selling an estimated $58.4K and leaving 4,716 shares worth $720K. The position accounts for 0.02% of the portfolio, ranked #699.
Sigma Planning Corp first reported a position in NVS in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.43M in Q3 2025. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- Sigma Planning Corp held 4,716 shares of Novartis worth $720K as of Q1 2026.
- Sigma Planning Corp sold 381 Novartis shares in Q1 2026, an estimated $58.4K.
- Novartis made up 0.02% of Sigma Planning Corp's portfolio in Q1 2026, its #699 holding.
- Sigma Planning Corp first reported a position in Novartis in Q4 2014 and has held it in 46 quarters since.
- Sigma Planning Corp's Novartis position peaked at $1.43M in Q3 2025.
- 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.