Woodstock Corp’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 | $440K | Sell |
2,807
-222
| -7% | -$33.3K | 0.04% | 125 |
|
|
2026
Q1 | $463K | Sell |
3,029
-48
| -2% | -$7.36K | 0.04% | 118 |
|
|
2025
Q4 | $424K | Hold |
3,077
| – | – | 0.04% | 126 |
|
|
2025
Q3 | $395K | Hold |
3,077
| – | – | 0.03% | 125 |
|
|
2025
Q2 | $372K | Sell |
3,077
-65
| -2% | -$7.33K | 0.03% | 128 |
|
|
2025
Q1 | $350K | Sell |
3,142
-150
| -5% | -$16K | 0.03% | 133 |
|
|
2024
Q4 | $320K | Hold |
3,292
| – | – | 0.03% | 139 |
|
|
2024
Q3 | $379K | Buy |
3,292
+14
| +0.4% | +$1.59K | 0.04% | 133 |
|
|
2024
Q2 | $349K | Sell |
3,278
-150
| -4% | -$15.1K | 0.04% | 133 |
|
|
2024
Q1 | $332K | Hold |
3,428
| – | – | 0.03% | 137 |
|
|
2023
Q4 | $346K | Sell |
3,428
-1,434
| -29% | -$138K | 0.04% | 136 |
|
|
2023
Q3 | $495K | Hold |
4,862
| – | – | 0.06% | 115 |
|
|
2023
Q2 | $491K | Sell |
4,862
-584
| -11% | -$58.4K | 0.06% | 123 |
|
|
2023
Q1 | $501K | Hold |
5,446
| – | – | 0.06% | 120 |
|
|
2022
Q4 | $494K | Hold |
5,446
| – | – | 0.07% | 119 |
|
|
2022
Q3 | $414K | Hold |
5,446
| – | – | 0.06% | 123 |
|
|
2022
Q2 | $460K | Sell |
5,446
-150
| -3% | -$13.2K | 0.06% | 119 |
|
|
2022
Q1 | $491K | Sell |
5,596
-1,684
| -23% | -$146K | 0.06% | 126 |
|
|
2021
Q4 | $637K | Sell |
7,280
-125
| -2% | -$10.4K | 0.07% | 125 |
|
|
2021
Q3 | $606K | Sell |
7,405
-110
| -1% | -$9.9K | 0.07% | 129 |
|
|
2021
Q2 | $686K | Sell |
7,515
-25
| -0.3% | -$2.23K | 0.08% | 127 |
|
|
2021
Q1 | $645K | Hold |
7,540
| – | – | 0.08% | 124 |
|
|
2020
Q4 | $712K | Hold |
7,540
| – | – | 0.1% | 114 |
|
|
2020
Q3 | $656K | Sell |
7,540
-70
| -0.9% | -$6.06K | 0.11% | 105 |
|
|
2020
Q2 | $665K | Buy |
7,610
+68
| +0.9% | +$5.87K | 0.11% | 104 |
|
|
2020
Q1 | $622K | Hold |
7,542
| – | – | 0.13% | 99 |
|
|
2019
Q4 | $714K | Sell |
7,542
-100
| -1% | -$8.97K | 0.12% | 105 |
|
|
2019
Q3 | $664K | Hold |
7,642
| – | – | 0.12% | 104 |
|
|
2019
Q2 | $698K | Sell |
7,642
-886
| -10% | -$75K | 0.12% | 106 |
|
|
2019
Q1 | $735K | Sell |
8,528
-185
| -2% | -$14.9K | 0.13% | 106 |
|
|
2018
Q4 | $670K | Sell |
8,713
-307
| -3% | -$23.9K | 0.13% | 103 |
|
|
2018
Q3 | $696K | Sell |
9,020
-111
| -1% | -$8.21K | 0.12% | 107 |
|
|
2018
Q2 | $618K | Hold |
9,131
| – | – | 0.11% | 109 |
|
|
2018
Q1 | $662K | Sell |
9,131
-413
| -4% | -$31.4K | 0.13% | 105 |
|
|
2017
Q4 | $718K | Hold |
9,544
| – | – | 0.13% | 104 |
|
|
2017
Q3 | $734K | Hold |
9,544
| – | – | 0.14% | 102 |
|
|
2017
Q2 | $714K | Sell |
9,544
-382
| -4% | -$27.1K | 0.14% | 104 |
|
|
2017
Q1 | $661K | Sell |
9,926
-965
| -9% | -$64.3K | 0.13% | 105 |
|
|
2016
Q4 | $711K | Sell |
10,891
-285
| -3% | -$18.5K | 0.14% | 101 |
|
|
2016
Q3 | $791K | Buy |
11,176
+28
| +0.3% | +$2.04K | 0.16% | 99 |
|
|
2016
Q2 | $824K | Sell |
11,148
-1,972
| -15% | -$136K | 0.17% | 100 |
|
|
2016
Q1 | $852K | Buy |
+13,120
| New | +$893K | 0.18% | 95 |
|
Other funds holding NVS
Woodstock Corp's NVS Position: Q2 2026 in Review
Woodstock Corp reduced its Novartis (NVS) stake by 7.3% in Q2 2026, selling an estimated $33.3K and leaving 2,807 shares worth $440K. The position accounts for 0.04% of the portfolio, ranked #125.
Woodstock Corp first reported a position in NVS in Q1 2016 and has held it in 42 quarters since. The position peaked at $852K in Q1 2016. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- Woodstock Corp held 2,807 shares of Novartis worth $440K as of Q2 2026.
- Woodstock Corp sold 222 Novartis shares in Q2 2026, an estimated $33.3K.
- Novartis made up 0.04% of Woodstock Corp's portfolio in Q2 2026, its #125 holding.
- Woodstock Corp first reported a position in Novartis in Q1 2016 and has held it in 42 quarters since.
- Woodstock Corp's Novartis position peaked at $852K in Q1 2016.
- 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on Woodstock Corp's 13F filing for Q2 2026, filed 13 Jul 2026.