Wedbush Securities’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $690K | Buy |
4,405
+82
| +2% | +$12.3K | 0.02% | 605 |
|
|
2026
Q1 | $660K | Sell |
4,323
-811
| -16% | -$124K | 0.02% | 593 |
|
|
2025
Q4 | $708K | Buy |
5,134
+260
| +5% | +$34K | 0.02% | 563 |
|
|
2025
Q3 | $625K | Buy |
4,874
+1,179
| +32% | +$144K | 0.02% | 577 |
|
|
2025
Q2 | $447K | Buy |
3,695
+333
| +10% | +$37.5K | 0.02% | 678 |
|
|
2025
Q1 | $375K | Buy |
3,362
+139
| +4% | +$14.8K | 0.01% | 714 |
|
|
2024
Q4 | $314K | Sell |
3,223
-433
| -12% | -$46.2K | 0.01% | 798 |
|
|
2024
Q3 | $421K | Sell |
3,656
-5,847
| -62% | -$663K | 0.02% | 672 |
|
|
2024
Q2 | $1.01M | Sell |
9,503
-2,052
| -18% | -$206K | 0.04% | 373 |
|
|
2024
Q1 | $1.12M | Buy |
11,555
+5,655
| +96% | +$580K | 0.04% | 348 |
|
|
2023
Q4 | $596K | Sell |
5,900
-110
| -2% | -$10.6K | 0.03% | 496 |
|
|
2023
Q3 | $612K | Sell |
6,010
-946
| -14% | -$96K | 0.03% | 451 |
|
|
2023
Q2 | $702K | Sell |
6,956
-363
| -5% | -$36.3K | 0.03% | 432 |
|
|
2023
Q1 | $673K | Buy |
7,319
+453
| +7% | +$39.6K | 0.03% | 444 |
|
|
2022
Q4 | $623K | Sell |
6,866
-120
| -2% | -$10.1K | 0.03% | 445 |
|
|
2022
Q3 | $531K | Sell |
6,986
-4,964
| -42% | -$411K | 0.03% | 495 |
|
|
2022
Q2 | $1.01M | Buy |
11,950
+179
| +2% | +$15.7K | 0.06% | 285 |
|
|
2022
Q1 | $1.03M | Sell |
11,771
-604
| -5% | -$52.3K | 0.05% | 332 |
|
|
2021
Q4 | $1.08M | Sell |
12,375
-1,886
| -13% | -$157K | 0.05% | 352 |
|
|
2021
Q3 | $1.17M | Buy |
14,261
+15
| +0.1% | +$1.35K | 0.06% | 317 |
|
|
2021
Q2 | $1.3M | Sell |
14,246
-605
| -4% | -$53.9K | 0.06% | 297 |
|
|
2021
Q1 | $1.27M | Buy |
14,851
+2,061
| +16% | +$185K | 0.07% | 268 |
|
|
2020
Q4 | $1.21M | Sell |
12,790
-707
| -5% | -$61.8K | 0.11% | 203 |
|
|
2020
Q3 | $1.17M | Sell |
13,497
-1,180
| -8% | -$102K | 0.11% | 197 |
|
|
2020
Q2 | $1.28M | Sell |
14,677
-2,441
| -14% | -$211K | 0.12% | 170 |
|
|
2020
Q1 | $1.41M | Sell |
17,118
-1,539
| -8% | -$137K | 0.17% | 126 |
|
|
2019
Q4 | $1.77M | Buy |
18,657
+205
| +1% | +$18.4K | 0.16% | 148 |
|
|
2019
Q3 | $1.6M | Buy |
18,452
+497
| +3% | +$44.6K | 0.16% | 150 |
|
|
2019
Q2 | $1.64M | Sell |
17,955
-632
| -3% | -$53.5K | 0.16% | 148 |
|
|
2019
Q1 | $1.6M | Buy |
18,587
+538
| +3% | +$43.2K | 0.17% | 138 |
|
|
2018
Q4 | $1.39M | Sell |
18,049
-1,547
| -8% | -$120K | 0.18% | 134 |
|
|
2018
Q3 | $1.51M | Sell |
19,596
-914
| -4% | -$67.6K | 0.17% | 129 |
|
|
2018
Q2 | $1.39M | Sell |
20,510
-1,993
| -9% | -$138K | 0.17% | 137 |
|
|
2018
Q1 | $1.63M | Sell |
22,503
-584
| -3% | -$44.5K | 0.21% | 111 |
|
|
2017
Q4 | $1.74M | Buy |
23,087
+609
| +3% | +$46K | 0.21% | 105 |
|
|
2017
Q3 | $1.73M | Buy |
22,478
+950
| +4% | +$71.7K | 0.22% | 88 |
|
|
2017
Q2 | $1.61M | Sell |
21,528
-2,434
| -10% | -$173K | 0.21% | 102 |
|
|
2017
Q1 | $1.59M | Buy |
23,962
+623
| +3% | +$41.5K | 0.22% | 94 |
|
|
2016
Q4 | $1.52M | Sell |
23,339
-201
| -0.9% | -$13K | 0.22% | 85 |
|
|
2016
Q3 | $1.67M | Buy |
23,540
+1,290
| +6% | +$94K | 0.25% | 78 |
|
|
2016
Q2 | $1.65M | Buy |
22,250
+8,650
| +64% | +$598K | 0.27% | 75 |
|
|
2016
Q1 | $883K | Buy |
13,600
+1,183
| +10% | +$80.5K | 0.15% | 146 |
|
|
2015
Q4 | $957K | Sell |
12,417
-264
| -2% | -$21K | 0.17% | 126 |
|
|
2015
Q3 | $1.04M | Buy |
12,681
+222
| +2% | +$19.8K | 0.21% | 111 |
|
|
2015
Q2 | $1.1M | Buy |
12,459
+723
| +6% | +$66.3K | 0.2% | 110 |
|
|
2015
Q1 | $1.04M | Buy |
11,736
+1,000
| +9% | +$88.7K | 0.18% | 126 |
|
|
2014
Q4 | $891K | Buy |
10,736
+690
| +7% | +$57.2K | 0.14% | 147 |
|
|
2014
Q3 | $847K | Buy |
10,046
+599
| +6% | +$48.5K | 0.13% | 155 |
|
|
2014
Q2 | $766K | Buy |
9,447
+728
| +8% | +$57.3K | 0.12% | 176 |
|
|
2014
Q1 | $664K | Buy |
8,719
+1,875
| +27% | +$137K | 0.12% | 185 |
|
|
2013
Q4 | $493K | Sell |
6,844
-452
| -6% | -$31.4K | 0.12% | 206 |
|
|
2013
Q3 | $501K | Buy |
7,296
+460
| +7% | +$30.4K | 0.13% | 184 |
|
|
2013
Q2 | $433K | Buy |
+6,836
| New | +$445K | 0.12% | 211 |
|
Other funds holding NVS
Wedbush Securities's NVS Position: Q2 2026 in Review
Wedbush Securities increased its Novartis (NVS) stake by 1.9% in Q2 2026, buying an estimated $12.3K and bringing the position to 4,405 shares worth $690K. The position accounts for 0.02% of the portfolio, ranked #605.
Wedbush Securities first reported a position in NVS in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.77M in Q4 2019. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- Wedbush Securities held 4,405 shares of Novartis worth $690K as of Q2 2026.
- Wedbush Securities bought 82 Novartis shares in Q2 2026, an estimated $12.3K.
- Novartis made up 0.02% of Wedbush Securities's portfolio in Q2 2026, its #605 holding.
- Wedbush Securities first reported a position in Novartis in Q2 2013 and has held it in 53 quarters since.
- Wedbush Securities's Novartis position peaked at $1.77M in Q4 2019.
- 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.