Wilkins Investment Counsel’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 | $17.2M | Sell |
112,677
-3,735
| -3% | -$573K | 2.47% | 13 |
|
|
2025
Q4 | $16M | Sell |
116,412
-17,565
| -13% | -$2.3M | 2.34% | 15 |
|
|
2025
Q3 | $17.2M | Sell |
133,977
-5,443
| -4% | -$664K | 2.43% | 14 |
|
|
2025
Q2 | $16.9M | Sell |
139,420
-9,895
| -7% | -$1.12M | 2.39% | 16 |
|
|
2025
Q1 | $16.6M | Sell |
149,315
-17,467
| -10% | -$1.86M | 2.38% | 13 |
|
|
2024
Q4 | $16.2M | Sell |
166,782
-21,274
| -11% | -$2.27M | 2.35% | 14 |
|
|
2024
Q3 | $21.6M | Sell |
188,056
-913
| -0.5% | -$104K | 2.99% | 7 |
|
|
2024
Q2 | $20.1M | Buy |
188,969
+1,232
| +0.7% | +$124K | 3% | 6 |
|
|
2024
Q1 | $18.2M | Buy |
187,737
+57,627
| +44% | +$5.91M | 2.65% | 11 |
|
|
2023
Q4 | $13.1M | Sell |
130,110
-840
| -0.6% | -$81.1K | 3.2% | 8 |
|
|
2023
Q3 | $13.3M | Sell |
130,950
-1,800
| -1% | -$183K | 3.61% | 5 |
|
|
2023
Q2 | $13.4M | Sell |
132,750
-1,960
| -1% | -$196K | 3.5% | 5 |
|
|
2023
Q1 | $12.4M | Sell |
134,710
-250
| -0.2% | -$21.8K | 3.26% | 7 |
|
|
2022
Q4 | $12.2M | Buy |
134,960
+1,175
| +0.9% | +$99K | 3.22% | 9 |
|
|
2022
Q3 | $10.2M | Buy |
133,785
+838
| +0.6% | +$69.5K | 2.98% | 8 |
|
|
2022
Q2 | $11.2M | Sell |
132,947
-933
| -0.7% | -$81.9K | 2.98% | 9 |
|
|
2022
Q1 | $11.7M | Buy |
133,880
+1,090
| +0.8% | +$94.4K | 2.65% | 13 |
|
|
2021
Q4 | $11.6M | Buy |
132,790
+2,200
| +2% | +$183K | 2.56% | 15 |
|
|
2021
Q3 | $10.7M | Buy |
130,590
+2,400
| +2% | +$216K | 2.61% | 14 |
|
|
2021
Q2 | $11.7M | Buy |
128,190
+2,075
| +2% | +$185K | 2.88% | 12 |
|
|
2021
Q1 | $10.8M | Sell |
126,115
-720
| -0.6% | -$64.6K | 2.79% | 14 |
|
|
2020
Q4 | $12M | Buy |
126,835
+365
| +0.3% | +$31.9K | 3.32% | 6 |
|
|
2020
Q3 | $11M | Buy |
126,470
+2,625
| +2% | +$227K | 3.28% | 7 |
|
|
2020
Q2 | $10.8M | Buy |
123,845
+2,225
| +2% | +$192K | 3.42% | 5 |
|
|
2020
Q1 | $10M | Sell |
121,620
-925
| -0.8% | -$82.5K | 3.66% | 6 |
|
|
2019
Q4 | $11.6M | Buy |
122,545
+525
| +0.4% | +$47.1K | 3.29% | 8 |
|
|
2019
Q3 | $10.6M | Sell |
122,020
-275
| -0.2% | -$24.7K | 3.19% | 8 |
|
|
2019
Q2 | $11.2M | Sell |
122,295
-14,382
| -11% | -$1.22M | 3.35% | 7 |
|
|
2019
Q1 | $11.8M | Sell |
136,677
-1,227
| -0.9% | -$98.5K | 3.56% | 6 |
|
|
2018
Q4 | $10.6M | Sell |
137,904
-56
| -0% | -$4.36K | 3.51% | 6 |
|
|
2018
Q3 | $10.7M | Sell |
137,960
-167
| -0.1% | -$12.3K | 3.19% | 12 |
|
|
2018
Q2 | $9.35M | Buy |
138,127
+6,193
| +5% | +$427K | 2.94% | 12 |
|
|
2018
Q1 | $9.56M | Buy |
131,934
+2,244
| +2% | +$171K | 3.02% | 11 |
|
|
2017
Q4 | $9.76M | Sell |
129,690
-1,652
| -1% | -$125K | 2.91% | 12 |
|
|
2017
Q3 | $10.1M | Buy |
131,342
+112
| +0.1% | +$8.46K | 3.07% | 11 |
|
|
2017
Q2 | $9.81M | Buy |
131,230
+558
| +0.4% | +$39.5K | 3.12% | 11 |
|
|
2017
Q1 | $8.7M | Buy |
130,672
+10,992
| +9% | +$732K | 2.79% | 13 |
|
|
2016
Q4 | $7.81M | Buy |
119,680
+14,397
| +14% | +$934K | 2.49% | 18 |
|
|
2016
Q3 | $7.45M | Buy |
105,283
+212
| +0.2% | +$15.4K | 2.5% | 17 |
|
|
2016
Q2 | $7.77M | Buy |
105,071
+4,185
| +4% | +$289K | 2.63% | 16 |
|
|
2016
Q1 | $6.55M | Buy |
100,886
+16,981
| +20% | +$1.16M | 2.4% | 18 |
|
|
2015
Q4 | $6.47M | Sell |
83,905
-698
| -0.8% | -$55.4K | 2.43% | 17 |
|
|
2015
Q3 | $6.97M | Sell |
84,603
-129
| -0.2% | -$11.5K | 2.67% | 15 |
|
|
2015
Q2 | $7.47M | Sell |
84,732
-1,367
| -2% | -$125K | 2.72% | 13 |
|
|
2015
Q1 | $7.61M | Sell |
86,099
-391
| -0.5% | -$34.7K | 2.69% | 13 |
|
|
2014
Q4 | $7.18M | Sell |
86,490
-558
| -0.6% | -$46.3K | 2.5% | 15 |
|
|
2014
Q3 | $7.34M | Sell |
87,048
-614
| -0.7% | -$49.7K | 2.62% | 15 |
|
|
2014
Q2 | $7.11M | Buy |
87,662
+223
| +0.3% | +$17.5K | 2.51% | 17 |
|
|
2014
Q1 | $6.66M | Sell |
87,439
-446
| -0.5% | -$32.5K | 2.46% | 17 |
|
|
2013
Q4 | $6.33M | Buy |
87,885
+84
| +0.1% | +$5.84K | 2.63% | 17 |
|
|
2013
Q3 | $6.04M | Sell |
87,801
-1,674
| -2% | -$111K | 2.75% | 16 |
|
|
2013
Q2 | $5.67M | Buy |
+89,475
| New | +$5.82M | 2.63% | 17 |
|
Other funds holding NVS
Wilkins Investment Counsel's NVS Position: Q1 2026 in Review
Wilkins Investment Counsel reduced its Novartis (NVS) stake by 3.2% in Q1 2026, selling an estimated $573K and leaving 112,677 shares worth $17.2M. The position accounts for 2.47% of the portfolio, ranked #13.
Wilkins Investment Counsel first reported a position in NVS in Q2 2013 and has held it in 52 quarters since. The position peaked at $21.6M in Q3 2024. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- Wilkins Investment Counsel held 112,677 shares of Novartis worth $17.2M as of Q1 2026.
- Wilkins Investment Counsel sold 3,735 Novartis shares in Q1 2026, an estimated $573K.
- Novartis made up 2.47% of Wilkins Investment Counsel's portfolio in Q1 2026, its #13 holding.
- Wilkins Investment Counsel first reported a position in Novartis in Q2 2013 and has held it in 52 quarters since.
- Wilkins Investment Counsel's Novartis position peaked at $21.6M in Q3 2024.
- 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on Wilkins Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.