Stratos Wealth Partners’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 | $1.48M | Buy |
9,719
+133
| +1% | +$20.4K | 0.02% | 656 |
|
|
2025
Q4 | $1.32M | Sell |
9,586
-696
| -7% | -$91.1K | 0.01% | 669 |
|
|
2025
Q3 | $1.32M | Buy |
10,282
+1,154
| +13% | +$141K | 0.02% | 655 |
|
|
2025
Q2 | $1.1M | Sell |
9,128
-941
| -9% | -$106K | 0.01% | 662 |
|
|
2025
Q1 | $1.12M | Sell |
10,069
-2,316
| -19% | -$247K | 0.02% | 617 |
|
|
2024
Q4 | $1.21M | Sell |
12,385
-64
| -0.5% | -$6.83K | 0.02% | 626 |
|
|
2024
Q3 | $1.43M | Sell |
12,449
-902
| -7% | -$102K | 0.02% | 553 |
|
|
2024
Q2 | $1.42M | Buy |
13,351
+945
| +8% | +$94.9K | 0.02% | 540 |
|
|
2024
Q1 | $1.2M | Sell |
12,406
-1,007
| -8% | -$103K | 0.02% | 588 |
|
|
2023
Q4 | $1.35M | Buy |
13,413
+227
| +2% | +$21.9K | 0.03% | 514 |
|
|
2023
Q3 | $1.34M | Buy |
13,186
+909
| +7% | +$92.3K | 0.03% | 476 |
|
|
2023
Q2 | $1.24M | Sell |
12,277
-648
| -5% | -$64.8K | 0.03% | 471 |
|
|
2023
Q1 | $1.19M | Sell |
12,925
-731
| -5% | -$63.8K | 0.03% | 437 |
|
|
2022
Q4 | $1.24M | Buy |
13,656
+1,178
| +9% | +$99.2K | 0.03% | 451 |
|
|
2022
Q3 | $948K | Sell |
12,478
-799
| -6% | -$66.2K | 0.03% | 497 |
|
|
2022
Q2 | $1.12M | Buy |
13,277
+1,523
| +13% | +$134K | 0.03% | 478 |
|
|
2022
Q1 | $1.03M | Sell |
11,754
-175
| -1% | -$15.2K | 0.02% | 542 |
|
|
2021
Q4 | $1.04M | Buy |
11,929
+181
| +2% | +$15K | 0.02% | 549 |
|
|
2021
Q3 | $961K | Buy |
11,748
+32
| +0.3% | +$2.88K | 0.02% | 534 |
|
|
2021
Q2 | $1.07M | Sell |
11,716
-994
| -8% | -$88.5K | 0.03% | 524 |
|
|
2021
Q1 | $1.09M | Sell |
12,710
-751
| -6% | -$67.4K | 0.03% | 474 |
|
|
2020
Q4 | $1.27M | Sell |
13,461
-2,137
| -14% | -$187K | 0.04% | 391 |
|
|
2020
Q3 | $1.36M | Sell |
15,598
-1,301
| -8% | -$113K | 0.04% | 327 |
|
|
2020
Q2 | $1.48M | Buy |
16,899
+4,542
| +37% | +$392K | 0.05% | 306 |
|
|
2020
Q1 | $1.02M | Buy |
12,357
+3,076
| +33% | +$274K | 0.05% | 323 |
|
|
2019
Q4 | $879K | Sell |
9,281
-700
| -7% | -$62.8K | 0.03% | 425 |
|
|
2019
Q3 | $867K | Sell |
9,981
-91
| -0.9% | -$8.17K | 0.04% | 404 |
|
|
2019
Q2 | $920K | Sell |
10,072
-1,792
| -15% | -$152K | 0.04% | 392 |
|
|
2019
Q1 | $1.02M | Buy |
11,864
+139
| +1% | +$11.2K | 0.05% | 358 |
|
|
2018
Q4 | $902K | Buy |
11,725
+500
| +4% | +$38.9K | 0.05% | 351 |
|
|
2018
Q3 | $867K | Sell |
11,225
-712
| -6% | -$52.6K | 0.04% | 366 |
|
|
2018
Q2 | $808K | Sell |
11,937
-32,579
| -73% | -$2.25M | 0.04% | 413 |
|
|
2018
Q1 | $3.23M | Buy |
44,516
+887
| +2% | +$67.5K | 0.14% | 156 |
|
|
2017
Q4 | $3.28M | Sell |
43,629
-4,031
| -8% | -$304K | 0.15% | 145 |
|
|
2017
Q3 | $3.67M | Buy |
47,660
+3,149
| +7% | +$238K | 0.17% | 128 |
|
|
2017
Q2 | $3.33M | Sell |
44,511
-10,096
| -18% | -$716K | 0.17% | 132 |
|
|
2017
Q1 | $3.63M | Buy |
54,607
+3,400
| +7% | +$227K | 0.21% | 111 |
|
|
2016
Q4 | $3.34M | Buy |
51,207
+13,054
| +34% | +$847K | 0.21% | 109 |
|
|
2016
Q3 | $2.7M | Buy |
38,153
+3,592
| +10% | +$262K | 0.18% | 114 |
|
|
2016
Q2 | $2.56M | Buy |
34,561
+6,965
| +25% | +$481K | 0.19% | 106 |
|
|
2016
Q1 | $1.79M | Buy |
27,596
+12,207
| +79% | +$830K | 0.15% | 124 |
|
|
2015
Q4 | $1.19M | Sell |
15,389
-385
| -2% | -$30.6K | 0.1% | 161 |
|
|
2015
Q3 | $1.3M | Buy |
15,774
+4,113
| +35% | +$366K | 0.16% | 115 |
|
|
2015
Q2 | $1.03M | Sell |
11,661
-1,188
| -9% | -$109K | 0.13% | 149 |
|
|
2015
Q1 | $1.13M | Buy |
12,849
+56
| +0.4% | +$4.97K | 0.13% | 156 |
|
|
2014
Q4 | $1.06M | Buy |
12,793
+1,632
| +15% | +$135K | 0.19% | 127 |
|
|
2014
Q3 | $941K | Buy |
11,161
+565
| +5% | +$45.7K | 0.22% | 106 |
|
|
2014
Q2 | $862K | Buy |
+10,596
| New | +$833K | 0.29% | 103 |
|
Other funds holding NVS
Stratos Wealth Partners's NVS Position: Q1 2026 in Review
Stratos Wealth Partners increased its Novartis (NVS) stake by 1.4% in Q1 2026, buying an estimated $20.4K and bringing the position to 9,719 shares worth $1.48M. The position accounts for 0.02% of the portfolio, ranked #656.
Stratos Wealth Partners first reported a position in NVS in Q2 2014 and has held it in 48 quarters since. The position peaked at $3.67M in Q3 2017. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- Stratos Wealth Partners held 9,719 shares of Novartis worth $1.48M as of Q1 2026.
- Stratos Wealth Partners bought 133 Novartis shares in Q1 2026, an estimated $20.4K.
- Novartis made up 0.02% of Stratos Wealth Partners's portfolio in Q1 2026, its #656 holding.
- Stratos Wealth Partners first reported a position in Novartis in Q2 2014 and has held it in 48 quarters since.
- Stratos Wealth Partners's Novartis position peaked at $3.67M in Q3 2017.
- 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.