Strategic Global Advisors’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 | $2.53M | Buy |
16,592
+1,719
| +12% | +$264K | 0.41% | 69 |
|
|
2025
Q4 | $2.05M | Buy |
14,873
+1,691
| +13% | +$221K | 0.32% | 83 |
|
|
2025
Q3 | $1.69M | Sell |
13,182
-1,065
| -7% | -$130K | 0.26% | 92 |
|
|
2025
Q2 | $1.72M | Buy |
14,247
+1,732
| +14% | +$195K | 0.28% | 84 |
|
|
2025
Q1 | $1.4M | Sell |
12,515
-296
| -2% | -$31.5K | 0.28% | 89 |
|
|
2024
Q4 | $1.25M | Buy |
12,811
+920
| +8% | +$98.1K | 0.23% | 90 |
|
|
2024
Q3 | $1.37M | Buy |
11,891
+6,440
| +118% | +$731K | 0.27% | 86 |
|
|
2024
Q2 | $1.09M | Sell |
5,451
-5,286
| -49% | -$531K | 0.23% | 94 |
|
|
2024
Q1 | $1.04M | Sell |
10,737
-103
| -1% | -$10.6K | 0.22% | 103 |
|
|
2023
Q4 | $1.09M | Sell |
10,840
-250
| -2% | -$24.1K | 0.25% | 104 |
|
|
2023
Q3 | $1.13M | Sell |
11,090
-756
| -6% | -$76.7K | 0.19% | 110 |
|
|
2023
Q2 | $1.2M | Sell |
11,846
-234
| -2% | -$23.4K | 0.18% | 109 |
|
|
2023
Q1 | $1.11M | Buy |
12,080
+7,663
| +173% | +$669K | 0.18% | 105 |
|
|
2022
Q4 | $401K | Sell |
4,417
-22
| -0.5% | -$1.85K | 0.06% | 121 |
|
|
2022
Q3 | $337K | Buy |
4,439
+203
| +5% | +$16.8K | 0.06% | 125 |
|
|
2022
Q2 | $358K | Sell |
4,236
-65
| -2% | -$5.7K | 0.05% | 127 |
|
|
2022
Q1 | $377K | Buy |
4,301
+62
| +1% | +$5.37K | 0.06% | 120 |
|
|
2021
Q4 | $1.67M | Sell |
4,239
-16,912
| -80% | -$1.4M | 0.22% | 109 |
|
|
2021
Q3 | $1.73M | Sell |
21,151
-59
| -0.3% | -$5.31K | 0.25% | 105 |
|
|
2021
Q2 | $1.94M | Sell |
21,210
-28,939
| -58% | -$2.58M | 0.35% | 99 |
|
|
2021
Q1 | $4.29M | Buy |
50,149
+125
| +0.2% | +$11.2K | 0.77% | 40 |
|
|
2020
Q4 | $4.72M | Sell |
50,024
-1,727
| -3% | -$151K | 0.83% | 39 |
|
|
2020
Q3 | $4.5M | Buy |
51,751
+5,692
| +12% | +$493K | 0.85% | 40 |
|
|
2020
Q2 | $4.02M | Buy |
46,059
+11,062
| +32% | +$955K | 0.86% | 38 |
|
|
2020
Q1 | $2.89M | Buy |
34,997
+7,588
| +28% | +$677K | 0.74% | 41 |
|
|
2019
Q4 | $2.6M | Buy |
27,409
+5,119
| +23% | +$459K | 0.54% | 50 |
|
|
2019
Q3 | $1.94M | Buy |
22,290
+108
| +0.5% | +$9.7K | 0.44% | 62 |
|
|
2019
Q2 | $2.02M | Sell |
22,182
-2,406
| -10% | -$204K | 0.43% | 68 |
|
|
2019
Q1 | $2.12M | Buy |
24,588
+19,501
| +383% | +$1.57M | 0.45% | 69 |
|
|
2018
Q4 | $391K | Sell |
5,087
-657
| -11% | -$51.1K | 0.14% | 116 |
|
|
2018
Q3 | $443K | Buy |
5,744
+179
| +3% | +$13.2K | 0.13% | 127 |
|
|
2018
Q2 | $403K | Hold |
5,565
| – | – | 0.1% | 139 |
|
|
2018
Q1 | $403K | Buy |
5,565
+131
| +2% | +$9.97K | 0.14% | 128 |
|
|
2017
Q4 | $409K | Buy |
+5,434
| New | +$410K | 0.13% | 121 |
|
Other funds holding NVS
Strategic Global Advisors's NVS Position: Q1 2026 in Review
Strategic Global Advisors increased its Novartis (NVS) stake by 12% in Q1 2026, buying an estimated $264K and bringing the position to 16,592 shares worth $2.53M. The position accounts for 0.41% of the portfolio, ranked #69.
Strategic Global Advisors first reported a position in NVS in Q4 2017 and has held it in 34 quarters since. The position peaked at $4.72M in Q4 2020. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- Strategic Global Advisors held 16,592 shares of Novartis worth $2.53M as of Q1 2026.
- Strategic Global Advisors bought 1,719 Novartis shares in Q1 2026, an estimated $264K.
- Novartis made up 0.41% of Strategic Global Advisors's portfolio in Q1 2026, its #69 holding.
- Strategic Global Advisors first reported a position in Novartis in Q4 2017 and has held it in 34 quarters since.
- Strategic Global Advisors's Novartis position peaked at $4.72M in Q4 2020.
- 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on Strategic Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.