Wilmington Savings Fund Society’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 | $1.77M | Sell |
11,307
-900
| -7% | -$135K | 0.04% | 247 |
|
|
2026
Q1 | $1.86M | Sell |
12,207
-1,313
| -10% | -$201K | 0.04% | 241 |
|
|
2025
Q4 | $1.86M | Sell |
13,520
-1,007
| -7% | -$132K | 0.04% | 237 |
|
|
2025
Q3 | $1.86M | Sell |
14,527
-26,716
| -65% | -$3.26M | 0.04% | 235 |
|
|
2025
Q2 | $4.99M | Sell |
41,243
-216
| -0.5% | -$24.3K | 0.09% | 178 |
|
|
2025
Q1 | $4.62M | Buy |
41,459
+27
| +0.1% | +$2.87K | 0.09% | 179 |
|
|
2024
Q4 | $4.03M | Buy |
41,432
+28
| +0.1% | +$2.99K | 0.07% | 200 |
|
|
2024
Q3 | $4.76M | Buy |
41,404
+30,016
| +264% | +$3.41M | 0.09% | 183 |
|
|
2024
Q2 | $1.21M | Hold |
11,388
| – | – | 0.05% | 190 |
|
|
2024
Q1 | $1.1M | Buy |
+11,388
| New | +$1.17M | 0.04% | 204 |
|
|
2023
Q3 | $1.16M | Sell |
11,414
-239
| -2% | -$24.3K | 0.05% | 191 |
|
|
2023
Q2 | $1.18M | Sell |
11,653
-334
| -3% | -$33.4K | 0.05% | 198 |
|
|
2023
Q1 | $1.1M | Buy |
11,987
+221
| +2% | +$19.3K | 0.05% | 192 |
|
|
2022
Q4 | $1.07M | Sell |
11,766
-50
| -0.4% | -$4.21K | 0.05% | 199 |
|
|
2022
Q3 | $898K | Sell |
11,816
-34
| -0.3% | -$2.82K | 0.04% | 209 |
|
|
2022
Q2 | $1M | Sell |
11,850
-1,178
| -9% | -$103K | 0.05% | 206 |
|
|
2022
Q1 | $1.14M | Sell |
13,028
-46
| -0.4% | -$3.98K | 0.04% | 210 |
|
|
2021
Q4 | $1.14M | Sell |
13,074
-71
| -0.5% | -$5.89K | 0.04% | 221 |
|
|
2021
Q3 | $1.07M | Sell |
13,145
-450
| -3% | -$40.5K | 0.04% | 222 |
|
|
2021
Q2 | $1.24M | Sell |
13,595
-613
| -4% | -$54.6K | 0.05% | 212 |
|
|
2021
Q1 | $1.22M | Sell |
14,208
-355
| -2% | -$31.9K | 0.05% | 212 |
|
|
2020
Q4 | $1.38M | Sell |
14,563
-1,112
| -7% | -$97.2K | 0.06% | 196 |
|
|
2020
Q3 | $1.36M | Sell |
15,675
-772
| -5% | -$66.9K | 0.06% | 190 |
|
|
2020
Q2 | $1.44M | Buy |
16,447
+100
| +0.6% | +$8.63K | 0.07% | 182 |
|
|
2020
Q1 | $1.35M | Buy |
16,347
+2,909
| +22% | +$260K | 0.08% | 173 |
|
|
2019
Q4 | $1.27M | Sell |
13,438
-792
| -6% | -$71.1K | 0.06% | 170 |
|
|
2019
Q3 | $1.24M | Sell |
14,230
-649
| -4% | -$58.3K | 0.07% | 169 |
|
|
2019
Q2 | $1.36M | Sell |
14,879
-5,317
| -26% | -$450K | 0.07% | 169 |
|
|
2019
Q1 | $1.74M | Sell |
20,196
-3,154
| -14% | -$253K | 0.09% | 156 |
|
|
2018
Q4 | $1.8M | Sell |
23,350
-2,415
| -9% | -$188K | 0.11% | 159 |
|
|
2018
Q3 | $1.99M | Sell |
25,765
-3,288
| -11% | -$243K | 0.1% | 158 |
|
|
2018
Q2 | $1.97M | Buy |
29,053
+1,604
| +6% | +$111K | 0.11% | 156 |
|
|
2018
Q1 | $1.99M | Sell |
27,449
-602
| -2% | -$45.8K | 0.11% | 155 |
|
|
2017
Q4 | $2.11M | Sell |
28,051
-4,721
| -14% | -$356K | 0.12% | 158 |
|
|
2017
Q3 | $2.52M | Sell |
32,772
-4,868
| -13% | -$368K | 0.14% | 154 |
|
|
2017
Q2 | $2.81M | Sell |
37,640
-2,427
| -6% | -$172K | 0.17% | 150 |
|
|
2017
Q1 | $2.67M | Sell |
40,067
-3,181
| -7% | -$212K | 0.16% | 151 |
|
|
2016
Q4 | $2.82M | Sell |
43,248
-10,448
| -19% | -$678K | 0.18% | 145 |
|
|
2016
Q3 | $3.8M | Sell |
53,696
-7,106
| -12% | -$518K | 0.24% | 126 |
|
|
2016
Q2 | $4.5M | Sell |
60,802
-15,458
| -20% | -$1.07M | 0.29% | 97 |
|
|
2016
Q1 | $4.95M | Sell |
76,260
-167,017
| -69% | -$11.4M | 0.32% | 87 |
|
|
2015
Q4 | $18.8M | Sell |
243,277
-4,346
| -2% | -$345K | 1.17% | 21 |
|
|
2015
Q3 | $20.4M | Sell |
247,623
-6,084
| -2% | -$541K | 1.31% | 16 |
|
|
2015
Q2 | $22.4M | Sell |
253,707
-2,626
| -1% | -$241K | 1.3% | 15 |
|
|
2015
Q1 | $22.6M | Sell |
256,333
-10,027
| -4% | -$889K | 1.29% | 16 |
|
|
2014
Q4 | $22.1M | Sell |
266,360
-1,304
| -0.5% | -$108K | 1.24% | 17 |
|
|
2014
Q3 | $22.6M | Sell |
267,664
-7,934
| -3% | -$642K | 1.28% | 15 |
|
|
2014
Q2 | $22.4M | Sell |
275,598
-7,025
| -2% | -$553K | 1.23% | 15 |
|
|
2014
Q1 | $21.5M | Sell |
282,623
-1,781
| -0.6% | -$130K | 1.21% | 18 |
|
|
2013
Q4 | $20.5M | Buy |
284,404
+15,962
| +6% | +$1.11M | 1.15% | 20 |
|
|
2013
Q3 | $18.5M | Sell |
268,442
-2,280
| -0.8% | -$151K | 1.14% | 17 |
|
|
2013
Q2 | $17.2M | Buy |
+270,722
| New | +$17.6M | 1.11% | 21 |
|
Other funds holding NVS
Wilmington Savings Fund Society's NVS Position: Q2 2026 in Review
Wilmington Savings Fund Society reduced its Novartis (NVS) stake by 7.4% in Q2 2026, selling an estimated $135K and leaving 11,307 shares worth $1.77M. The position accounts for 0.04% of the portfolio, ranked #247.
Wilmington Savings Fund Society first reported a position in NVS in Q2 2013 and has held it in 52 quarters since. The position peaked at $22.6M in Q1 2015. 1,612 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- Wilmington Savings Fund Society held 11,307 shares of Novartis worth $1.77M as of Q2 2026.
- Wilmington Savings Fund Society sold 900 Novartis shares in Q2 2026, an estimated $135K.
- Novartis made up 0.04% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #247 holding.
- Wilmington Savings Fund Society first reported a position in Novartis in Q2 2013 and has held it in 52 quarters since.
- Wilmington Savings Fund Society's Novartis position peaked at $22.6M in Q1 2015.
- 1,612 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.