Van Strum & Towne’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 | $362K | Hold |
2,372
| – | – | 0.11% | 88 |
|
|
2025
Q4 | $327K | Hold |
2,372
| – | – | 0.09% | 99 |
|
|
2025
Q3 | $304K | Hold |
2,372
| – | – | 0.09% | 97 |
|
|
2025
Q2 | $287K | Hold |
2,372
| – | – | 0.09% | 97 |
|
|
2025
Q1 | $264K | Hold |
2,372
| – | – | 0.09% | 102 |
|
|
2024
Q4 | $231K | Buy |
2,372
+400
| +20% | +$42.7K | 0.08% | 101 |
|
|
2024
Q3 | $227K | Hold |
1,972
| – | – | 0.08% | 102 |
|
|
2024
Q2 | $210K | Buy |
+1,972
| New | +$198K | 0.08% | 100 |
|
|
2023
Q4 | – | Sell |
-1,972
| Closed | -$201K | – | 100 |
|
|
2023
Q3 | $201K | Buy |
+1,972
| New | +$200K | 0.08% | 94 |
|
|
2022
Q1 | – | Sell |
-2,412
| Closed | -$211K | – | 104 |
|
|
2021
Q4 | $211K | Sell |
2,412
-200
| -8% | -$16.6K | 0.08% | 101 |
|
|
2021
Q3 | $214K | Hold |
2,612
| – | – | 0.08% | 103 |
|
|
2021
Q2 | $238K | Buy |
+2,612
| New | +$233K | 0.11% | 91 |
|
|
2021
Q1 | – | Sell |
-2,240
| Closed | -$212K | – | 101 |
|
|
2020
Q4 | $212K | Sell |
2,240
-105
| -4% | -$9.18K | 0.12% | 91 |
|
|
2020
Q3 | $204K | Hold |
2,345
| – | – | 0.13% | 83 |
|
|
2020
Q2 | $205K | Buy |
+2,345
| New | +$202K | 0.14% | 70 |
|
|
2020
Q1 | – | Sell |
-2,345
| Closed | -$222K | – | 76 |
|
|
2019
Q4 | $222K | Hold |
2,345
| – | – | 0.14% | 73 |
|
|
2019
Q3 | $204K | Buy |
+2,345
| New | +$211K | 0.13% | 76 |
|
|
2019
Q2 | – | Sell |
-2,394
| Closed | -$206K | – | 71 |
|
|
2019
Q1 | $206K | Buy |
+2,394
| New | +$192K | 0.15% | 65 |
|
|
2018
Q2 | – | Sell |
-2,840
| Closed | -$206K | – | 69 |
|
|
2018
Q1 | $206K | Sell |
2,840
-179
| -6% | -$13.6K | 0.14% | 66 |
|
|
2017
Q4 | $227K | Hold |
3,019
| – | – | 0.15% | 70 |
|
|
2017
Q3 | $232K | Hold |
3,019
| – | – | 0.15% | 68 |
|
|
2017
Q2 | $226K | Hold |
3,019
| – | – | 0.15% | 68 |
|
|
2017
Q1 | $201K | Sell |
3,019
-402
| -12% | -$26.8K | 0.13% | 75 |
|
|
2016
Q4 | $223K | Sell |
3,421
-306
| -8% | -$19.9K | 0.14% | 70 |
|
|
2016
Q3 | $264K | Hold |
3,727
| – | – | 0.17% | 62 |
|
|
2016
Q2 | $276K | Hold |
3,727
| – | – | 0.18% | 59 |
|
|
2016
Q1 | $242K | Hold |
3,727
| – | – | 0.16% | 62 |
|
|
2015
Q4 | $287K | Hold |
3,727
| – | – | 0.19% | 59 |
|
|
2015
Q3 | $307K | Hold |
3,727
| – | – | 0.21% | 56 |
|
|
2015
Q2 | $328K | Hold |
3,727
| – | – | 0.2% | 58 |
|
|
2015
Q1 | $329K | Buy |
3,727
+306
| +9% | +$27.1K | 0.2% | 55 |
|
|
2014
Q4 | $284K | Buy |
+3,421
| New | +$284K | 0.18% | 60 |
|
Other funds holding NVS
Van Strum & Towne's NVS Position: Q1 2026 in Review
Van Strum & Towne held its Novartis (NVS) position steady in Q1 2026 at 2,372 shares worth $362K. The position accounts for 0.11% of the portfolio, ranked #88.
Van Strum & Towne first reported a position in NVS in Q4 2014 and has held it in 32 quarters since. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- Van Strum & Towne held 2,372 shares of Novartis worth $362K as of Q1 2026.
- Van Strum & Towne left its Novartis share count unchanged in Q1 2026.
- Novartis made up 0.11% of Van Strum & Towne's portfolio in Q1 2026, its #88 holding.
- Van Strum & Towne first reported a position in Novartis in Q4 2014 and has held it in 32 quarters since.
- 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on Van Strum & Towne's 13F filing for Q1 2026, filed 7 May 2026.