Silvercrest Asset Management’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
$1.85M Sell
12,125
-900
-7% -$138K 0.01% 536
2025
Q4
$1.8M Buy
13,025
+1,486
+13% +$195K 0.01% 545
2025
Q3
$1.48M Buy
11,539
+105
+0.9% +$12.8K 0.01% 574
2025
Q2
$1.38M Sell
11,434
-237
-2% -$26.7K 0.01% 596
2025
Q1
$1.3M Buy
11,671
+1,527
+15% +$163K 0.01% 591
2024
Q4
$987K Buy
10,144
+558
+6% +$59.5K 0.01% 616
2024
Q3
$1.1M Sell
9,586
-658
-6% -$74.7K 0.01% 561
2024
Q2
$1.09M Sell
10,244
-750
-7% -$75.3K 0.01% 616
2024
Q1
$1.06M Buy
10,994
+500
+5% +$51.3K 0.01% 601
2023
Q4
$1.06M Sell
10,494
-11
-0.1% -$1.06K 0.01% 584
2023
Q3
$1.07M Hold
10,505
0.01% 590
2023
Q2
$1.06M Sell
10,505
-516
-5% -$51.6K 0.01% 589
2023
Q1
$1.01M Hold
11,021
0.01% 577
2022
Q4
$1,000K Sell
11,021
-167
-1% -$14.1K 0.01% 580
2022
Q3
$850K Hold
11,188
0.01% 579
2022
Q2
$946K Sell
11,188
-125
-1% -$11K 0.01% 577
2022
Q1
$993K Sell
11,313
-363
-3% -$31.4K 0.01% 597
2021
Q4
$1.02M Buy
11,676
+38
+0.3% +$3.15K 0.01% 577
2021
Q3
$952K Sell
11,638
-994
-8% -$89.4K 0.01% 587
2021
Q2
$1.15M Sell
12,632
-126
-1% -$11.2K 0.01% 549
2021
Q1
$1.09M Sell
12,758
-29
-0.2% -$2.6K 0.01% 553
2020
Q4
$1.21M Buy
12,787
+339
+3% +$29.6K 0.01% 519
2020
Q3
$1.08M Buy
12,448
+29
+0.2% +$2.51K 0.01% 512
2020
Q2
$1.08M Buy
12,419
+344
+3% +$29.7K 0.01% 520
2020
Q1
$996K Buy
12,075
+758
+7% +$67.6K 0.01% 503
2019
Q4
$1.07M Buy
11,317
+51
+0.5% +$4.58K 0.01% 524
2019
Q3
$979K Hold
11,266
0.01% 531
2019
Q2
$1.03M Sell
11,266
-470
-4% -$39.8K 0.01% 378
2019
Q1
$1.01M Sell
11,736
-9
-0.1% -$723 0.01% 373
2018
Q4
$903K Sell
11,745
-166
-1% -$12.9K 0.01% 348
2018
Q3
$920K Buy
11,911
+2,729
+30% +$202K 0.01% 364
2018
Q2
$622K Buy
9,182
+103
+1% +$7.11K 0.01% 396
2018
Q1
$658K Hold
9,079
0.01% 395
2017
Q4
$683K Sell
9,079
-334
-4% -$25.2K 0.01% 394
2017
Q3
$724K Buy
9,413
+3,459
+58% +$261K 0.01% 383
2017
Q2
$445K Sell
5,954
-231
-4% -$16.4K ﹤0.01% 414
2017
Q1
$412K Sell
6,185
-1,650
-21% -$110K ﹤0.01% 437
2016
Q4
$511K Sell
7,835
-1,395
-15% -$90.5K 0.01% 411
2016
Q3
$653K Sell
9,230
-5,917
-39% -$431K 0.01% 379
2016
Q2
$1.12M Sell
15,147
-114
-0.7% -$7.88K 0.01% 336
2016
Q1
$991K Buy
15,261
+3,208
+27% +$218K 0.01% 338
2015
Q4
$929K Buy
12,053
+1,044
+9% +$82.9K 0.01% 361
2015
Q3
$907K Hold
11,009
0.01% 337
2015
Q2
$970K Sell
11,009
-1,959
-15% -$180K 0.01% 347
2015
Q1
$1.15M Buy
12,968
+1,920
+17% +$170K 0.02% 316
2014
Q4
$917K Buy
11,048
+1,116
+11% +$92.5K 0.01% 322
2014
Q3
$838K Hold
9,932
0.01% 328
2014
Q2
$806K Sell
9,932
-101
-1% -$7.94K 0.01% 331
2014
Q1
$764K Sell
10,033
-11
-0.1% -$802 0.01% 321
2013
Q4
$723K Hold
10,044
0.01% 325
2013
Q3
$690K Buy
10,044
+2,165
+27% +$143K 0.01% 322
2013
Q2
$499K Buy
+7,879
New +$513K 0.01% 328

Other funds holding NVS

Silvercrest Asset Management's NVS Position: Q1 2026 in Review

Silvercrest Asset Management reduced its Novartis (NVS) stake by 6.9% in Q1 2026, selling an estimated $138K and leaving 12,125 shares worth $1.85M. The position accounts for 0.01% of the portfolio, ranked #536.

Silvercrest Asset Management first reported a position in NVS in Q2 2013 and has held it in 52 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Silvercrest Asset Management held 12,125 shares of Novartis worth $1.85M as of Q1 2026.
  • Silvercrest Asset Management sold 900 Novartis shares in Q1 2026, an estimated $138K.
  • Novartis made up 0.01% of Silvercrest Asset Management's portfolio in Q1 2026, its #536 holding.
  • Silvercrest Asset Management first reported a position in Novartis in Q2 2013 and has held it in 52 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Silvercrest Asset Management's 13F filing for Q1 2026, filed 15 May 2026.