Smithbridge 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
Q2 | $7.7M | Buy |
49,133
+353
| +0.7% | +$52.9K | 1.05% | 27 |
|
|
2026
Q1 | $7.45M | Sell |
48,780
-49,032
| -50% | -$7.52M | 1.11% | 28 |
|
|
2025
Q4 | $13.5M | Buy |
97,812
+49,297
| +102% | +$6.46M | 1.15% | 32 |
|
|
2025
Q3 | $6.22M | Sell |
48,515
-9
| -0% | -$1.1K | 0.9% | 41 |
|
|
2025
Q2 | $5.87M | Buy |
48,524
+535
| +1% | +$60.3K | 1.03% | 41 |
|
|
2025
Q1 | $5.35M | Buy |
+47,989
| New | +$5.11M | 0.99% | 40 |
|
|
2024
Q3 | $5.41M | Buy |
47,049
+819
| +2% | +$92.9K | 0.93% | 38 |
|
|
2024
Q2 | $4.92M | Buy |
46,230
+351
| +0.8% | +$35.2K | 1.02% | 32 |
|
|
2024
Q1 | $4.44M | Sell |
45,879
-397
| -0.9% | -$40.7K | 0.92% | 41 |
|
|
2023
Q4 | $4.67M | Buy |
46,276
+387
| +0.8% | +$37.4K | 1.06% | 34 |
|
|
2023
Q3 | $4.67M | Buy |
45,889
+2,002
| +5% | +$203K | 1.16% | 30 |
|
|
2023
Q2 | $4.43M | Buy |
43,887
+1,890
| +5% | +$189K | 1.04% | 36 |
|
|
2023
Q1 | $3.86M | Buy |
41,997
+1,370
| +3% | +$120K | 0.97% | 36 |
|
|
2022
Q4 | $3.69M | Sell |
40,627
-5,524
| -12% | -$465K | 0.98% | 40 |
|
|
2022
Q3 | $3.51M | Buy |
46,151
+2,238
| +5% | +$186K | 1.44% | 31 |
|
|
2022
Q2 | $3.71M | Buy |
43,913
+500
| +1% | +$43.9K | 1.43% | 31 |
|
|
2022
Q1 | $3.81M | Buy |
43,413
+1,449
| +3% | +$125K | 1.26% | 35 |
|
|
2021
Q4 | $3.67M | Buy |
41,964
+696
| +2% | +$57.8K | 1.12% | 36 |
|
|
2021
Q3 | $3.38M | Buy |
41,268
+173
| +0.4% | +$15.6K | 1.12% | 36 |
|
|
2021
Q2 | $3.75M | Buy |
41,095
+1,125
| +3% | +$100K | 1.22% | 35 |
|
|
2021
Q1 | $3.42M | Buy |
39,970
+4,070
| +11% | +$365K | 1.46% | 31 |
|
|
2020
Q4 | $3.39M | Sell |
35,900
-585
| -2% | -$51.1K | 1.56% | 29 |
|
|
2020
Q3 | $3.17M | Buy |
36,485
+335
| +0.9% | +$29K | 1.64% | 27 |
|
|
2020
Q2 | $3.16M | Buy |
36,150
+1,290
| +4% | +$111K | 1.76% | 26 |
|
|
2020
Q1 | $2.87M | Buy |
34,860
+1,709
| +5% | +$152K | 1.92% | 24 |
|
|
2019
Q4 | $3.14M | Buy |
33,151
+6,690
| +25% | +$600K | 1.62% | 27 |
|
|
2019
Q3 | $2.3M | Buy |
26,461
+2,100
| +9% | +$189K | 1.29% | 34 |
|
|
2019
Q2 | $2.22M | Sell |
24,361
-2,301
| -9% | -$195K | 1.29% | 35 |
|
|
2019
Q1 | $2.3M | Buy |
26,662
+1,841
| +7% | +$148K | 1.38% | 33 |
|
|
2018
Q4 | $1.91M | Buy |
24,821
+1,464
| +6% | +$114K | 1.34% | 34 |
|
|
2018
Q3 | $1.8M | Sell |
23,357
-139
| -0.6% | -$10.3K | 1.08% | 42 |
|
|
2018
Q2 | $1.59M | Buy |
23,496
+976
| +4% | +$67.4K | 1.02% | 42 |
|
|
2018
Q1 | $1.63M | Buy |
22,520
+2,925
| +15% | +$223K | 1.08% | 40 |
|
|
2017
Q4 | $1.47M | Buy |
19,595
+8,404
| +75% | +$634K | 0.93% | 43 |
|
|
2017
Q3 | $861K | Buy |
11,191
+1,785
| +19% | +$135K | 0.61% | 56 |
|
|
2017
Q2 | $703K | Buy |
+9,406
| New | +$667K | 0.58% | 48 |
|
|
2014
Q2 | – | Sell |
-12,053
| Closed | -$918K | – | 52 |
|
|
2014
Q1 | $918K | Sell |
12,053
-111
| -0.9% | -$8.09K | 0.83% | 40 |
|
|
2013
Q4 | $876K | Sell |
12,164
-16,406
| -57% | -$1.14M | 0.8% | 40 |
|
|
2013
Q3 | $1.96M | Buy |
28,570
+112
| +0.4% | +$7.41K | 1.86% | 30 |
|
|
2013
Q2 | $1.8M | Buy |
+28,458
| New | +$1.85M | 1.82% | 29 |
|
Other funds holding NVS
Smithbridge Asset Management's NVS Position: Q2 2026 in Review
Smithbridge Asset Management increased its Novartis (NVS) stake by 0.72% in Q2 2026, buying an estimated $52.9K and bringing the position to 49,133 shares worth $7.7M. The position accounts for 1.05% of the portfolio, ranked #27.
Smithbridge Asset Management first reported a position in NVS in Q2 2013 and has held it in 40 quarters since. The position peaked at $13.5M in Q4 2025. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- Smithbridge Asset Management held 49,133 shares of Novartis worth $7.7M as of Q2 2026.
- Smithbridge Asset Management bought 353 Novartis shares in Q2 2026, an estimated $52.9K.
- Novartis made up 1.05% of Smithbridge Asset Management's portfolio in Q2 2026, its #27 holding.
- Smithbridge Asset Management first reported a position in Novartis in Q2 2013 and has held it in 40 quarters since.
- Smithbridge Asset Management's Novartis position peaked at $13.5M in Q4 2025.
- 1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on Smithbridge Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.