Washington Trust’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 | $682K | Sell |
4,467
-76
| -2% | -$11.7K | 0.02% | 179 |
|
|
2025
Q4 | $626K | Sell |
4,543
-38
| -0.8% | -$4.98K | 0.02% | 177 |
|
|
2025
Q3 | $587K | Hold |
4,581
| – | – | 0.02% | 186 |
|
|
2025
Q2 | $554K | Buy |
4,581
+116
| +3% | +$13.1K | 0.02% | 180 |
|
|
2025
Q1 | $498K | Sell |
4,465
-200
| -4% | -$21.3K | 0.02% | 182 |
|
|
2024
Q4 | $454K | Buy |
4,665
+200
| +4% | +$21.3K | 0.02% | 204 |
|
|
2024
Q3 | $514K | Hold |
4,465
| – | – | 0.02% | 200 |
|
|
2024
Q2 | $475K | Buy |
4,465
+10
| +0.2% | +$1K | 0.02% | 203 |
|
|
2024
Q1 | $431K | Hold |
4,455
| – | – | 0.02% | 211 |
|
|
2023
Q4 | $450K | Hold |
4,455
| – | – | 0.02% | 203 |
|
|
2023
Q3 | $454K | Hold |
4,455
| – | – | 0.02% | 177 |
|
|
2023
Q2 | $450K | Hold |
4,455
| – | – | 0.02% | 185 |
|
|
2023
Q1 | $410K | Sell |
4,455
-300
| -6% | -$26.2K | 0.02% | 194 |
|
|
2022
Q4 | $431K | Buy |
4,755
+1,500
| +46% | +$126K | 0.02% | 186 |
|
|
2022
Q3 | $248K | Buy |
3,255
+500
| +18% | +$41.4K | 0.01% | 221 |
|
|
2022
Q2 | $233K | Sell |
2,755
-79
| -3% | -$6.93K | 0.01% | 225 |
|
|
2022
Q1 | $249K | Buy |
2,834
+2
| +0.1% | +$173 | 0.01% | 237 |
|
|
2021
Q4 | $248K | Buy |
2,832
+2
| +0.1% | +$166 | 0.01% | 240 |
|
|
2021
Q3 | $231K | Hold |
2,830
| – | – | 0.01% | 293 |
|
|
2021
Q2 | $259K | Hold |
2,830
| – | – | 0.01% | 267 |
|
|
2021
Q1 | $242K | Sell |
2,830
-167
| -6% | -$15K | 0.01% | 267 |
|
|
2020
Q4 | $283K | Buy |
2,997
+270
| +10% | +$23.6K | 0.01% | 244 |
|
|
2020
Q3 | $237K | Buy |
2,727
+115
| +4% | +$9.96K | 0.01% | 245 |
|
|
2020
Q2 | $228K | Sell |
2,612
-7,156
| -73% | -$618K | 0.01% | 230 |
|
|
2020
Q1 | $805K | Buy |
+9,768
| New | +$872K | 0.04% | 173 |
|
|
2019
Q4 | – | Sell |
-6,326
| Closed | -$553K | – | 218 |
|
|
2019
Q3 | $553K | Sell |
6,326
-1,846
| -23% | -$166K | 0.03% | 167 |
|
|
2019
Q2 | $747K | Buy |
8,172
+1,112
| +16% | +$94.1K | 0.04% | 144 |
|
|
2019
Q1 | $518K | Sell |
7,060
-1,624
| -19% | -$130K | 0.03% | 167 |
|
|
2018
Q4 | $668K | Buy |
8,684
+74
| +0.9% | +$5.76K | 0.04% | 145 |
|
|
2018
Q3 | $665K | Buy |
8,610
+56
| +0.7% | +$4.14K | 0.04% | 155 |
|
|
2018
Q2 | $579K | Buy |
+8,554
| New | +$590K | 0.03% | 161 |
|
Other funds holding NVS
Washington Trust's NVS Position: Q1 2026 in Review
Washington Trust reduced its Novartis (NVS) stake by 1.7% in Q1 2026, selling an estimated $11.7K and leaving 4,467 shares worth $682K. The position accounts for 0.02% of the portfolio, ranked #179.
Washington Trust first reported a position in NVS in Q2 2018 and has held it in 31 quarters since. The position peaked at $805K in Q1 2020. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- Washington Trust held 4,467 shares of Novartis worth $682K as of Q1 2026.
- Washington Trust sold 76 Novartis shares in Q1 2026, an estimated $11.7K.
- Novartis made up 0.02% of Washington Trust's portfolio in Q1 2026, its #179 holding.
- Washington Trust first reported a position in Novartis in Q2 2018 and has held it in 31 quarters since.
- Washington Trust's Novartis position peaked at $805K in Q1 2020.
- 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on Washington Trust's 13F filing for Q1 2026, filed 6 Apr 2026.