Steward Partners Investment Advisory’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 | $6.94M | Sell |
45,438
-8,823
| -16% | -$1.35M | 0.04% | 419 |
|
|
2025
Q4 | $7.48M | Buy |
54,261
+1,787
| +3% | +$234K | 0.04% | 369 |
|
|
2025
Q3 | $6.73M | Buy |
52,474
+5,275
| +11% | +$644K | 0.04% | 394 |
|
|
2025
Q2 | $5.71M | Buy |
47,199
+3,614
| +8% | +$407K | 0.04% | 389 |
|
|
2025
Q1 | $4.86M | Sell |
43,585
-739
| -2% | -$78.7K | 0.04% | 407 |
|
|
2024
Q4 | $4.31M | Sell |
44,324
-2,861
| -6% | -$305K | 0.04% | 415 |
|
|
2024
Q3 | $5.43M | Buy |
47,185
+1,510
| +3% | +$171K | 0.05% | 346 |
|
|
2024
Q2 | $4.86M | Buy |
45,675
+1,081
| +2% | +$109K | 0.05% | 343 |
|
|
2024
Q1 | $4.31M | Buy |
44,594
+7,240
| +19% | +$742K | 0.05% | 365 |
|
|
2023
Q4 | $3.77M | Buy |
37,354
+2,169
| +6% | +$209K | 0.05% | 344 |
|
|
2023
Q3 | $3.58M | Buy |
35,185
+1,221
| +4% | +$124K | 0.06% | 325 |
|
|
2023
Q2 | $3.43M | Buy |
33,964
+6,620
| +24% | +$662K | 0.05% | 343 |
|
|
2023
Q1 | $2.52M | Buy |
27,344
+1,438
| +6% | +$126K | 0.04% | 409 |
|
|
2022
Q4 | $2.35M | Sell |
25,906
-272
| -1% | -$22.9K | 0.04% | 418 |
|
|
2022
Q3 | $1.99M | Sell |
26,178
-896
| -3% | -$74.3K | 0.04% | 428 |
|
|
2022
Q2 | $2.29M | Sell |
27,074
-84
| -0.3% | -$7.37K | 0.04% | 396 |
|
|
2022
Q1 | $2.38M | Buy |
27,158
+4,717
| +21% | +$408K | 0.04% | 426 |
|
|
2021
Q4 | $1.96M | Sell |
22,441
-1,338
| -6% | -$111K | 0.03% | 498 |
|
|
2021
Q3 | $1.95M | Sell |
23,779
-20,106
| -46% | -$1.81M | 0.03% | 465 |
|
|
2021
Q2 | $4M | Buy |
43,885
+14,218
| +48% | +$1.27M | 0.07% | 292 |
|
|
2021
Q1 | $2.54M | Buy |
29,667
+6,014
| +25% | +$540K | 0.04% | 376 |
|
|
2020
Q4 | $2.23M | Sell |
23,653
-326
| -1% | -$28.5K | 0.05% | 346 |
|
|
2020
Q3 | $2.08M | Buy |
23,979
+2,353
| +11% | +$204K | 0.05% | 316 |
|
|
2020
Q2 | $1.89M | Buy |
21,626
+1,934
| +10% | +$167K | 0.05% | 313 |
|
|
2020
Q1 | $1.62M | Buy |
19,692
+369
| +2% | +$32.9K | 0.06% | 299 |
|
|
2019
Q4 | $1.83M | Buy |
19,323
+1,423
| +8% | +$128K | 0.05% | 322 |
|
|
2019
Q3 | $1.55M | Sell |
17,900
-1,426
| -7% | -$128K | 0.05% | 322 |
|
|
2019
Q2 | $1.76M | Sell |
19,326
-8,485
| -31% | -$718K | 0.06% | 281 |
|
|
2019
Q1 | $2.4M | Buy |
27,811
+4,161
| +18% | +$334K | 0.1% | 205 |
|
|
2018
Q4 | $1.82M | Buy |
23,650
+985
| +4% | +$76.7K | 0.09% | 238 |
|
|
2018
Q3 | $1.75M | Buy |
22,665
+1,781
| +9% | +$132K | 0.08% | 246 |
|
|
2018
Q2 | $1.41M | Buy |
20,884
+3,125
| +18% | +$216K | 0.08% | 238 |
|
|
2018
Q1 | $1.29M | Buy |
17,759
+993
| +6% | +$75.6K | 0.09% | 232 |
|
|
2017
Q4 | $1.26M | Buy |
16,766
+575
| +4% | +$43.4K | 0.1% | 205 |
|
|
2017
Q3 | $1.25M | Buy |
16,191
+1,203
| +8% | +$90.9K | 0.13% | 163 |
|
|
2017
Q2 | $1.12M | Buy |
14,988
+8,805
| +142% | +$624K | 0.13% | 164 |
|
|
2017
Q1 | $411K | Buy |
6,183
+730
| +13% | +$48.6K | 0.06% | 220 |
|
|
2016
Q4 | $355K | Buy |
+5,453
| New | +$354K | 0.16% | 129 |
|
Other funds holding NVS
