Valley National Advisers’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 | $1.2M | Sell |
7,859
-30
| -0.4% | -$4.6K | 0.16% | 128 |
|
|
2025
Q4 | $1.09M | Buy |
7,889
+5
| +0.1% | +$655 | 0.15% | 128 |
|
|
2025
Q3 | $1.01M | Sell |
7,884
-149
| -2% | -$18.2K | 0.16% | 128 |
|
|
2025
Q2 | $972K | Sell |
8,033
-809
| -9% | -$91.2K | 0.16% | 130 |
|
|
2025
Q1 | $984K | Sell |
8,842
-310
| -3% | -$33K | 0.18% | 129 |
|
|
2024
Q4 | $889K | Sell |
9,152
-685
| -7% | -$73K | 0.16% | 127 |
|
|
2024
Q3 | $1.13M | Sell |
9,837
-6,957
| -41% | -$789K | 0.2% | 123 |
|
|
2024
Q2 | $1.79M | Sell |
16,794
-351
| -2% | -$35.2K | 0.27% | 81 |
|
|
2024
Q1 | $1.66M | Sell |
17,145
-304
| -2% | -$31.2K | 0.25% | 81 |
|
|
2023
Q4 | $1.76M | Sell |
17,449
-700
| -4% | -$67.6K | 0.28% | 77 |
|
|
2023
Q3 | $1.85M | Sell |
18,149
-1,118
| -6% | -$113K | 0.32% | 67 |
|
|
2023
Q2 | $1.95M | Sell |
19,267
-1,009
| -5% | -$101K | 0.33% | 62 |
|
|
2023
Q1 | $2.04M | Sell |
20,276
-484
| -2% | -$42.3K | 0.36% | 61 |
|
|
2022
Q4 | $1.88M | Sell |
20,760
-419
| -2% | -$35.3K | 0.34% | 69 |
|
|
2022
Q3 | $1.64M | Sell |
21,179
-166
| -0.8% | -$13.8K | 0.34% | 68 |
|
|
2022
Q2 | $1.8M | Buy |
21,345
+201
| +1% | +$17.6K | 0.38% | 60 |
|
|
2022
Q1 | $1.85M | Sell |
21,144
-65
| -0.3% | -$5.63K | 0.36% | 65 |
|
|
2021
Q4 | $1.85M | Sell |
21,209
-374
| -2% | -$31.1K | 0.34% | 78 |
|
|
2021
Q3 | $1.76M | Sell |
21,583
-95
| -0.4% | -$8.55K | 0.32% | 86 |
|
|
2021
Q2 | $1.98M | Sell |
21,678
-165
| -0.8% | -$14.7K | 0.36% | 73 |
|
|
2021
Q1 | $1.87M | Sell |
21,843
-367
| -2% | -$32.9K | 0.36% | 70 |
|
|
2020
Q4 | $2.1M | Sell |
22,210
-575
| -3% | -$50.2K | 0.44% | 40 |
|
|
2020
Q3 | $1.98M | Sell |
22,785
-1,065
| -4% | -$92.3K | 0.45% | 36 |
|
|
2020
Q2 | $2.08M | Sell |
23,850
-1,094
| -4% | -$94.4K | 0.48% | 38 |
|
|
2020
Q1 | $2.06M | Sell |
24,944
-1,651
| -6% | -$147K | 0.57% | 37 |
|
|
2019
Q4 | $2.52M | Sell |
26,595
-7
| -0% | -$628 | 0.63% | 37 |
|
|
2019
Q3 | $2.31M | Sell |
26,602
-97
| -0.4% | -$8.71K | 0.63% | 37 |
|
|
2019
Q2 | $2.44M | Sell |
26,699
-3,633
| -12% | -$307K | 0.67% | 39 |
|
|
2019
Q1 | $2.61M | Sell |
30,332
-1,957
| -6% | -$157K | 0.75% | 35 |
|
|
2018
Q4 | $2.48M | Sell |
32,289
-337
| -1% | -$26.2K | 0.81% | 35 |
|
|
2018
Q3 | $2.52M | Sell |
32,626
-248
| -0.8% | -$18.3K | 0.87% | 33 |
|
|
2018
Q2 | $2.23M | Sell |
32,874
-472
| -1% | -$32.6K | 0.85% | 35 |
|
|
2018
Q1 | $2.42M | Sell |
33,346
-203
| -0.6% | -$15.5K | 0.9% | 29 |
|
|
2017
Q4 | $2.52M | Sell |
33,549
-644
| -2% | -$48.6K | 0.88% | 27 |
|
|
2017
Q3 | $2.63M | Sell |
34,193
-2,031
| -6% | -$153K | 0.9% | 19 |
|
|
2017
Q2 | $2.71M | Sell |
36,224
-3,241
| -8% | -$230K | 0.97% | 19 |
|
|
2017
Q1 | $2.63M | Sell |
39,465
-6,071
| -13% | -$405K | 1% | 20 |
|
|
2016
Q4 | $2.97M | Sell |
45,536
-3,245
| -7% | -$211K | 1.37% | 21 |
|
|
2016
Q3 | $3.45M | Buy |
48,781
+22,433
| +85% | +$1.63M | 1.78% | 14 |
|
|
2016
Q2 | $1.95M | Buy |
26,348
+6,090
| +30% | +$421K | 1.01% | 29 |
|
|
2016
Q1 | $1.31M | Sell |
20,258
-28
| -0.1% | -$1.91K | 0.71% | 43 |
|
|
2015
Q4 | $1.56M | Buy |
20,286
+1,193
| +6% | +$94.8K | 0.92% | 32 |
|
|
2015
Q3 | $1.57M | Sell |
19,093
-231
| -1% | -$20.6K | 0.95% | 31 |
|
|
2015
Q2 | $1.7M | Sell |
19,324
-312
| -2% | -$28.6K | 0.96% | 31 |
|
|
2015
Q1 | $1.74M | Sell |
19,636
-235
| -1% | -$20.8K | 1.02% | 29 |
|
|
2014
Q4 | $1.43M | Buy |
+19,871
| New | +$1.65M | 1.08% | 29 |
|
Other funds holding NVS
Valley National Advisers's NVS Position: Q1 2026 in Review
Valley National Advisers reduced its Novartis (NVS) stake by 0.38% in Q1 2026, selling an estimated $4.6K and leaving 7,859 shares worth $1.2M. The position accounts for 0.16% of the portfolio, ranked #128.
Valley National Advisers first reported a position in NVS in Q4 2014 and has held it in 46 quarters since. The position peaked at $3.45M in Q3 2016. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- Valley National Advisers held 7,859 shares of Novartis worth $1.2M as of Q1 2026.
- Valley National Advisers sold 30 Novartis shares in Q1 2026, an estimated $4.6K.
- Novartis made up 0.16% of Valley National Advisers's portfolio in Q1 2026, its #128 holding.
- Valley National Advisers first reported a position in Novartis in Q4 2014 and has held it in 46 quarters since.
- Valley National Advisers's Novartis position peaked at $3.45M in Q3 2016.
- 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.