Zevin Asset Management’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 | $11.6M | Sell |
74,291
-4,796
| -6% | -$719K | 1.63% | 28 |
|
|
2026
Q1 | $12.1M | Sell |
79,087
-1,895
| -2% | -$290K | 1.67% | 29 |
|
|
2025
Q4 | $11.2M | Sell |
80,982
-6,225
| -7% | -$815K | 1.5% | 30 |
|
|
2025
Q3 | $11.2M | Sell |
87,207
-12,129
| -12% | -$1.48M | 1.63% | 25 |
|
|
2025
Q2 | $12M | Sell |
99,336
-2,173
| -2% | -$245K | 1.73% | 24 |
|
|
2025
Q1 | $11.3M | Buy |
101,509
+872
| +0.9% | +$92.8K | 1.79% | 25 |
|
|
2024
Q4 | $9.79M | Buy |
100,637
+12,701
| +14% | +$1.35M | 1.44% | 32 |
|
|
2024
Q3 | $10.1M | Sell |
87,936
-506
| -0.6% | -$57.4K | 1.56% | 30 |
|
|
2024
Q2 | $9.42M | Sell |
88,442
-2,296
| -3% | -$230K | 1.52% | 29 |
|
|
2024
Q1 | $8.78M | Buy |
90,738
+5,464
| +6% | +$560K | 1.46% | 29 |
|
|
2023
Q4 | $8.61M | Sell |
85,274
-410
| -0.5% | -$39.6K | 1.55% | 27 |
|
|
2023
Q3 | $8.73M | Buy |
85,684
+2,341
| +3% | +$238K | 1.75% | 24 |
|
|
2023
Q2 | $8.41M | Buy |
83,343
+805
| +1% | +$80.5K | 1.69% | 27 |
|
|
2023
Q1 | $7.59M | Sell |
82,538
-7,350
| -8% | -$642K | 1.55% | 29 |
|
|
2022
Q4 | $8.15M | Buy |
89,888
+937
| +1% | +$78.9K | 1.77% | 26 |
|
|
2022
Q3 | $6.76M | Buy |
88,951
+12,620
| +17% | +$1.05M | 1.6% | 28 |
|
|
2022
Q2 | $6.45M | Buy |
76,331
+228
| +0.3% | +$20K | 1.46% | 28 |
|
|
2022
Q1 | $6.68M | Buy |
76,103
+14,489
| +24% | +$1.25M | 1.28% | 30 |
|
|
2021
Q4 | $5.39M | Sell |
61,614
-11,911
| -16% | -$989K | 0.97% | 32 |
|
|
2021
Q3 | $6.01M | Buy |
73,525
+7,614
| +12% | +$685K | 1.15% | 33 |
|
|
2021
Q2 | $6.01M | Buy |
65,911
+3,232
| +5% | +$288K | 1.2% | 31 |
|
|
2021
Q1 | $5.36M | Buy |
62,679
+5,576
| +10% | +$500K | 1.18% | 32 |
|
|
2020
Q4 | $5.39M | Buy |
57,103
+2,416
| +4% | +$211K | 1.27% | 28 |
|
|
2020
Q3 | $4.76M | Sell |
54,687
-117
| -0.2% | -$10.1K | 1.3% | 26 |
|
|
2020
Q2 | $4.79M | Sell |
54,804
-817
| -1% | -$70.5K | 1.45% | 24 |
|
|
2020
Q1 | $4.59M | Buy |
55,621
+6,601
| +13% | +$589K | 1.71% | 22 |
|
|
2019
Q4 | $4.64M | Buy |
49,020
+4,573
| +10% | +$410K | 1.42% | 26 |
|
|
2019
Q3 | $3.86M | Buy |
44,447
+3,211
| +8% | +$288K | 1.24% | 28 |
|
|
2019
Q2 | $3.77M | Sell |
41,236
-12,132
| -23% | -$1.03M | 1.21% | 27 |
|
|
2019
Q1 | $4.6M | Buy |
53,368
+843
| +2% | +$67.7K | 1.5% | 23 |
|
|
2018
Q4 | $4.04M | Sell |
52,525
-15,353
| -23% | -$1.2M | 1.46% | 24 |
|
|
2018
Q3 | $5.24M | Sell |
67,878
-1,390
| -2% | -$103K | 1.53% | 26 |
|
|
2018
Q2 | $4.69M | Sell |
69,268
-12,879
| -16% | -$889K | 1.4% | 28 |
|
|
2018
Q1 | $5.95M | Sell |
82,147
-7,012
| -8% | -$534K | 1.54% | 24 |
|
|
2017
Q4 | $6.71M | Sell |
89,159
-5,114
| -5% | -$386K | 1.52% | 24 |
|
|
2017
Q3 | $7.25M | Buy |
94,273
+2,933
| +3% | +$222K | 1.7% | 21 |
|
|
2017
Q2 | $6.83M | Buy |
91,340
+1,788
| +2% | +$127K | 1.72% | 20 |
|
|
2017
Q1 | $5.96M | Sell |
89,552
-331
| -0.4% | -$22.1K | 1.51% | 22 |
|
|
2016
Q4 | $5.87M | Sell |
89,883
-21,310
| -19% | -$1.38M | 1.53% | 24 |
|
|
2016
Q3 | $7.87M | Sell |
111,193
-10,484
| -9% | -$764K | 2.54% | 13 |
|
|
2016
Q2 | $9M | Buy |
121,677
+5,758
| +5% | +$398K | 2.5% | 11 |
|
|
2016
Q1 | $7.52M | Buy |
115,919
+21,946
| +23% | +$1.49M | 2.13% | 15 |
|
|
2015
Q4 | $7.25M | Buy |
93,973
+8,337
| +10% | +$662K | 1.91% | 17 |
|
|
2015
Q3 | $7.05M | Sell |
85,636
-436
| -0.5% | -$38.8K | 2.06% | 16 |
|
|
2015
Q2 | $7.58M | Buy |
86,072
+80,754
| +1,519% | +$7.41M | 2.02% | 16 |
|
|
2015
Q1 | $470K | Sell |
5,318
-2,110
| -28% | -$187K | 0.13% | 91 |
|
|
2014
Q4 | $617K | Buy |
7,428
+168
| +2% | +$13.9K | 0.17% | 86 |
|
|
2014
Q3 | $612K | Hold |
7,260
| – | – | 0.18% | 79 |
|
|
2014
Q2 | $589K | Buy |
+7,260
| New | +$571K | 0.17% | 77 |
|
Other funds holding NVS
Zevin Asset Management's NVS Position: Q2 2026 in Review
Zevin Asset Management reduced its Novartis (NVS) stake by 6.1% in Q2 2026, selling an estimated $719K and leaving 74,291 shares worth $11.6M. The position accounts for 1.63% of the portfolio, ranked #28.
Zevin Asset Management first reported a position in NVS in Q2 2014 and has held it in 49 quarters since. The position peaked at $12.1M in Q1 2026. 1,612 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- Zevin Asset Management held 74,291 shares of Novartis worth $11.6M as of Q2 2026.
- Zevin Asset Management sold 4,796 Novartis shares in Q2 2026, an estimated $719K.
- Novartis made up 1.63% of Zevin Asset Management's portfolio in Q2 2026, its #28 holding.
- Zevin Asset Management first reported a position in Novartis in Q2 2014 and has held it in 49 quarters since.
- Zevin Asset Management's Novartis position peaked at $12.1M in Q1 2026.
- 1,612 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on Zevin Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.