Kahn Brothers Group — NVS Trade History
Quarter-by-quarter changes in the Novartis AG position · CUSIP 66987V109
Currently held · >10 YearsFirst seen: 2016 Q3split-adjusted
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-17 | Reduce | 13,186 | -200 | -1.5% | $2.1M | 0.33% |
| 2026 Q1 | 2026-05-08 | Reduce | 13,386 | -292 | -2.1% | $2.0M | 0.36% |
| 2025 Q4 | 2026-02-12 | Reduce | 13,678 | -648 | -4.5% | $1.9M | 0.33% |
| 2025 Q3 | 2025-11-12 | Reduce | 14,326 | -4,145 | -22.4% | $1.8M | 0.34% |
| 2025 Q2 | 2025-08-14 | Reduce | 18,471 | -3,438 | -15.7% | $2.2M | 0.45% |
| 2025 Q1 | 2025-05-15 | Add | 21,909 | 728 | +3.4% | $2.4M | 0.49% |
| 2024 Q4 | 2025-02-14 | Add | 21,181 | 3,600 | +20.5% | $2.1M | 0.45% |
| 2024 Q3 | 2024-11-13 | Hold | 17,581 | — | 0.0% | $2.0M | 0.35% |
| 2024 Q2 | 2024-08-14 | Add | 17,581 | 2,168 | +14.1% | $1.9M | 0.32% |
| 2024 Q1 | 2024-05-15 | Reduce | 15,413 | -2,650 | -14.7% | $1.5M | 0.22% |
| 2023 Q4 | 2024-02-13 | Reduce | 18,063 | -3,515 | -16.3% | $1.8M | 0.29% |
| 2023 Q3 | 2023-11-13 | Hold | 21,578 | — | 0.0% | $2.2M | 0.34% |
| 2023 Q2 | 2023-08-09 | Hold | 21,578 | — | 0.0% | $2.2M | 0.32% |
| 2023 Q1 | 2023-05-12 | Hold | 21,578 | — | 0.0% | $2.0M | 0.29% |
| 2022 Q4 | 2023-02-15 | Reduce | 21,578 | -1,500 | -6.5% | $2.0M | 0.26% |
| 2022 Q3 | 2022-11-15 | Hold | 23,078 | — | 0.0% | $1.75B | 0.27% |
| 2022 Q2 | 2022-08-10 | Add | 23,078 | 700 | +3.1% | $1.95B | 0.26% |
| 2022 Q1 | 2022-05-02 | Hold | 22,378 | — | 0.0% | $1.96B | 0.25% |
| 2021 Q4 | 2022-01-25 | Add | 22,378 | 1,980 | +9.7% | $1.96B | 0.27% |
| 2021 Q3 | 2021-11-01 | Hold | 20,398 | — | 0.0% | $1.67B | 0.23% |
| 2021 Q2 | 2021-08-04 | Hold | 20,398 | — | 0.0% | $1.86B | 0.27% |
| 2021 Q1 | 2021-05-07 | Reduce | 20,398 | -2,000 | -8.9% | $1.74B | 0.27% |
| 2020 Q4 | 2021-02-11 | Reduce | 22,398 | -300 | -1.3% | $2.12B | 0.37% |
| 2020 Q3 | 2020-11-06 | Hold | 22,698 | — | 0.0% | $1.97B | 0.37% |
| 2020 Q2 | 2020-08-03 | Reduce | 22,698 | -500 | -2.2% | $1.98B | 0.34% |
| 2020 Q1 | 2020-05-11 | Reduce | 23,198 | -2,575 | -10.0% | $1.91B | 0.35% |
| 2019 Q4 | 2020-01-27 | Hold | 25,773 | — | 0.0% | $2.44B | 0.30% |
| 2019 Q3 | 2019-11-05 | Hold | 25,773 | — | 0.0% | $2.24B | 0.28% |
| 2019 Q2 | 2019-08-05 | Add | 25,773 | 391 | +1.5% | $2.35B | 0.29% |
| 2019 Q1 | 2019-05-06 | Hold | 25,382 | — | 0.0% | $2.19B | 0.34% |
| 2018 Q4 | 2019-01-29 | Reduce | 25,382 | -520 | -2.0% | $1.95B | 0.35% |
| 2018 Q3 | 2018-10-30 | Hold | 25,902 | — | 0.0% | $2.00B | 0.31% |
| 2018 Q2 | 2018-08-06 | Add | 25,902 | 1,339 | +5.5% | $1.75B | 0.28% |
| 2018 Q1 | 2018-05-01 | Reduce | 24,563 | -5,134 | -17.3% | $1.78B | 0.28% |
| 2017 Q4 | 2018-01-25 | Add | 29,697 | 520 | +1.8% | $2.23B | 0.35% |
| 2017 Q3 | 2017-11-07 | Reduce | 29,177 | -74 | -0.3% | $2.24B | 0.34% |
| 2017 Q2 | 2017-08-08 | Reduce | 29,251 | -1,898 | -6.1% | $2.19B | 0.33% |
| 2017 Q1 | 2017-05-08 | Add | 31,149 | 938 | +3.1% | $2.07B | 0.36% |
| 2016 Q4 | 2017-01-31 | Reduce | 30,211 | -639 | -2.1% | $1.97B | 0.33% |
| 2016 Q3 | 2016-11-01 | New | 30,850 | 30,850 | — | $2.18B | 0.40% |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.