SimplyRich’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 | $2.71M | Sell |
17,763
-7
| -0% | -$1.07K | 0.69% | 27 |
|
|
2025
Q4 | $2.45M | Hold |
17,770
| – | – | 0.64% | 32 |
|
|
2025
Q3 | $2.28M | Sell |
17,770
-6
| -0% | -$732 | 0.61% | 33 |
|
|
2025
Q2 | $2.15M | Hold |
17,776
| – | – | 0.6% | 37 |
|
|
2025
Q1 | $1.98M | Buy |
17,776
+1,884
| +12% | +$201K | 0.57% | 40 |
|
|
2024
Q4 | $1.55M | Sell |
15,892
-1,012
| -6% | -$108K | 0.44% | 57 |
|
|
2024
Q3 | $1.94M | Buy |
16,904
+1,850
| +12% | +$210K | 0.54% | 38 |
|
|
2024
Q2 | $1.6M | Sell |
15,054
-1,089
| -7% | -$109K | 0.51% | 45 |
|
|
2024
Q1 | $1.56M | Buy |
16,143
+66
| +0.4% | +$6.77K | 0.5% | 49 |
|
|
2023
Q4 | $1.62M | Hold |
16,077
| – | – | 0.56% | 40 |
|
|
2023
Q3 | $1.64M | Hold |
16,077
| – | – | 0.79% | 33 |
|
|
2023
Q2 | $1.62M | Hold |
16,077
| – | – | 0.58% | 38 |
|
|
2023
Q1 | $1.48M | Sell |
16,077
-338
| -2% | -$29.5K | 0.56% | 42 |
|
|
2022
Q4 | $1.49M | Sell |
16,415
-894
| -5% | -$75.3K | 0.59% | 41 |
|
|
2022
Q3 | $1.31M | Sell |
17,309
-1,000
| -5% | -$82.9K | 0.59% | 40 |
|
|
2022
Q2 | $1.55M | Buy |
18,309
+866
| +5% | +$76K | 0.64% | 35 |
|
|
2022
Q1 | $1.53M | Buy |
17,443
+1,062
| +6% | +$92K | 0.54% | 45 |
|
|
2021
Q4 | $1.43M | Sell |
16,381
-169
| -1% | -$14K | 0.48% | 52 |
|
|
2021
Q3 | $1.35M | Sell |
16,550
-53
| -0.3% | -$4.77K | 0.49% | 53 |
|
|
2021
Q2 | $1.51M | Hold |
16,603
| – | – | 0.7% | 45 |
|
|
2021
Q1 | $1.42M | Buy |
16,603
+119
| +0.7% | +$10.7K | 0.56% | 51 |
|
|
2020
Q4 | $1.56M | Sell |
16,484
-124
| -0.7% | -$10.8K | 0.7% | 39 |
|
|
2020
Q3 | $1.44M | Hold |
16,608
| – | – | 0.72% | 36 |
|
|
2020
Q2 | $1.45M | Buy |
16,608
+457
| +3% | +$39.4K | 0.8% | 32 |
|
|
2020
Q1 | $1.32M | Sell |
16,151
-638
| -4% | -$56.9K | 0.88% | 29 |
|
|
2019
Q4 | $1.59M | Buy |
16,789
+65
| +0.4% | +$5.83K | 0.8% | 31 |
|
|
2019
Q3 | $1.46M | Buy |
16,724
+187
| +1% | +$16.8K | 0.8% | 32 |
|
|
2019
Q2 | $1.51M | Sell |
16,537
-1,918
| -10% | -$162K | 0.83% | 31 |
|
|
2019
Q1 | $1.59M | Hold |
18,455
| – | – | 1.29% | 23 |
|
|
2018
Q4 | $1.41M | Hold |
18,455
| – | – | 1.3% | 23 |
|
|
2018
Q3 | $1.43M | Hold |
18,455
| – | – | 0.78% | 36 |
|
|
2018
Q2 | $1.25M | Hold |
18,455
| – | – | 0.72% | 41 |
|
|
2018
Q1 | $1.34M | Hold |
18,455
| – | – | 0.75% | 36 |
|
|
2017
Q4 | $1.39M | Buy |
+18,455
| New | +$1.39M | 0.78% | 35 |
|
Other funds holding NVS
SimplyRich's NVS Position: Q1 2026 in Review
SimplyRich reduced its Novartis (NVS) stake by 0.04% in Q1 2026, selling an estimated $1.07K and leaving 17,763 shares worth $2.71M. The position accounts for 0.69% of the portfolio, ranked #27.
SimplyRich first reported a position in NVS in Q4 2017 and has held it in 34 quarters since. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- SimplyRich held 17,763 shares of Novartis worth $2.71M as of Q1 2026.
- SimplyRich sold 7 Novartis shares in Q1 2026, an estimated $1.07K.
- Novartis made up 0.69% of SimplyRich's portfolio in Q1 2026, its #27 holding.
- SimplyRich first reported a position in Novartis in Q4 2017 and has held it in 34 quarters since.
- 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.