Tweedy, Browne Co’s Novartis NVS Stock Holding History

Tweedy, Browne Co’s Portfolio NVS Stock Details NVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.9M	Sell	71,305 -3,600	-5%	-$552K	0.87%	22
2025 Q4	$10.3M	Sell	74,905 -1,149	-2%	-$150K	0.83%	22
2025 Q3	$9.75M	Sell	76,054 -1,215	-2%	-$148K	0.85%	21
2025 Q2	$9.35M	Sell	77,269 -3,756	-5%	-$423K	0.87%	22
2025 Q1	$9.03M	Sell	81,025 -2,116	-3%	-$225K	0.8%	22
2024 Q4	$8.09M	Sell	83,141 -2,206	-3%	-$235K	0.55%	23
2024 Q3	$9.82M	Sell	85,347 -2,259	-3%	-$256K	0.47%	25
2024 Q2	$9.33M	Sell	87,606 -1,840	-2%	-$185K	0.43%	29
2024 Q1	$8.65M	Sell	89,446 -1,173	-1%	-$120K	0.41%	30
2023 Q4	$9.15M	Sell	90,619 -4,297	-5%	-$415K	0.45%	29
2023 Q3	$9.67M	Sell	94,916 -1,140	-1%	-$116K	0.52%	27
2023 Q2	$9.69M	Sell	96,056 -1,772	-2%	-$177K	0.51%	26
2023 Q1	$9M	Sell	97,828 -1,078	-1%	-$94.1K	0.49%	27
2022 Q4	$8.97M	Sell	98,906 -1,803	-2%	-$152K	0.48%	29
2022 Q3	$7.66M	Buy	100,709 +2,279	+2%	+$189K	0.34%	34
2022 Q2	$8.32M	Sell	98,430 -3,508	-3%	-$308K	0.34%	34
2022 Q1	$8.95M	Sell	101,938 -4,151	-4%	-$359K	0.29%	35
2021 Q4	$9.28M	Sell	106,089 -5,091	-5%	-$423K	0.29%	33
2021 Q3	$9.09M	Sell	111,180 -4,223	-4%	-$380K	0.3%	36
2021 Q2	$10.5M	Sell	115,403 -12,301	-10%	-$1.1M	0.3%	36
2021 Q1	$10.9M	Sell	127,704 -2,128	-2%	-$191K	0.32%	36
2020 Q4	$12.3M	Sell	129,832 -10,191	-7%	-$891K	0.38%	34
2020 Q3	$12.2M	Sell	140,023 -4,098	-3%	-$355K	0.47%	32
2020 Q2	$12.6M	Sell	144,121 -7,489	-5%	-$646K	0.5%	29
2020 Q1	$12.5M	Sell	151,610 -2,185	-1%	-$195K	0.58%	28
2019 Q4	$14.6M	Sell	153,795 -1,345	-0.9%	-$121K	0.53%	27
2019 Q3	$13.5M	Sell	155,140 -4,119	-3%	-$370K	0.48%	30
2019 Q2	$14.5M	Sell	159,259 -23,100	-13%	-$1.96M	0.51%	29
2019 Q1	$15.7M	Sell	182,359 -9,638	-5%	-$774K	0.52%	31
2018 Q4	$14.8M	Sell	191,997 -9,560	-5%	-$744K	0.52%	31
2018 Q3	$15.6M	Sell	201,557 -4,806	-2%	-$355K	0.47%	32
2018 Q2	$14M	Sell	206,363 -3,039	-1%	-$210K	0.43%	32
2018 Q1	$15.2M	Sell	209,402 -1,239	-0.6%	-$94.3K	0.46%	32
2017 Q4	$15.8M	Sell	210,641 -9,157	-4%	-$691K	0.43%	32
2017 Q3	$16.9M	Buy	219,798 +591	+0.3%	+$44.6K	0.46%	34
2017 Q2	$16.4M	Sell	219,207 -9,291	-4%	-$658K	0.49%	32
2017 Q1	$15.2M	Sell	228,498 -13,216	-5%	-$881K	0.44%	35
2016 Q4	$15.8M	Sell	241,714 -3,934	-2%	-$255K	0.49%	33
2016 Q3	$17.4M	Sell	245,648 -15,254	-6%	-$1.11M	0.52%	35
2016 Q2	$19.3M	Sell	260,902 -4,331	-2%	-$299K	0.54%	33
2016 Q1	$17.2M	Sell	265,233 -5,063	-2%	-$344K	0.47%	36
2015 Q4	$20.8M	Sell	270,296 -7,613	-3%	-$605K	0.61%	34
2015 Q3	$22.9M	Sell	277,909 -5,797	-2%	-$516K	0.68%	31
2015 Q2	$25M	Sell	283,706 -6,696	-2%	-$614K	0.69%	28
2015 Q1	$25.7M	Sell	290,402 -6,495	-2%	-$576K	0.69%	28
2014 Q4	$24.7M	Sell	296,897 -20,028	-6%	-$1.66M	0.63%	31
2014 Q3	$26.7M	Sell	316,925 -5,404	-2%	-$437K	0.62%	30
2014 Q2	$26.1M	Sell	322,329 -2,985	-0.9%	-$235K	0.56%	33
2014 Q1	$24.8M	Sell	325,314 -937	-0.3%	-$68.3K	0.57%	33
2013 Q4	$23.5M	Sell	326,251 -3,293	-1%	-$229K	0.55%	34
2013 Q3	$22.7M	Sell	329,544 -898	-0.3%	-$59.4K	0.54%	34
2013 Q2	$20.9M	Buy	+330,442	New	+$21.5M	0.52%	33

Other funds holding NVS

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Tweedy, Browne Co's NVS Position: Q1 2026 in Review

Tweedy, Browne Co reduced its Novartis (NVS) stake by 4.8% in Q1 2026, selling an estimated $552K and leaving 71,305 shares worth $10.9M. The position accounts for 0.87% of the portfolio, ranked #22.

Tweedy, Browne Co first reported a position in NVS in Q2 2013 and has held it in 52 quarters since. The position peaked at $26.7M in Q3 2014. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Tweedy, Browne Co held 71,305 shares of Novartis worth $10.9M as of Q1 2026.
Tweedy, Browne Co sold 3,600 Novartis shares in Q1 2026, an estimated $552K.
Novartis made up 0.87% of Tweedy, Browne Co's portfolio in Q1 2026, its #22 holding.
Tweedy, Browne Co first reported a position in Novartis in Q2 2013 and has held it in 52 quarters since.
Tweedy, Browne Co's Novartis position peaked at $26.7M in Q3 2014.
1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Tweedy, Browne Co's 13F filing for Q1 2026, filed 6 May 2026.