Christopher Davis - Davis Selected Advisers
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    112
Portfolio value:    $21,781,443,023
Holdings Activity Buys Sells    History
Holding/activity history for  Novartis AG (NVS)
← All NVS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2022   Q4 0 0.00 Sell 100.00% 0.02 $74.24–93.31 · VW $84.80i SEC
2022   Q3 28,943 0.02 $76.01 $2,200,000 SEC
2022   Q2 28,943 0.02 Reduce 11.37% <0.01 $80.16–94.26 · VW $88.12i $2,447,000 SEC
2022   Q1 32,656 0.01 Reduce 24.12% <0.01 $79.09–90.99 · VW $86.31i $2,866,000 SEC
2021   Q4 43,035 0.02 Reduce 4.30% <0.01 $79.34–88.24 · VW $83.28i $3,764,000 SEC
2021   Q3 44,968 0.02 Reduce 4.09% <0.01 $81.74–95.17 · VW $89.93i $3,677,000 SEC
2021   Q2 46,888 0.02 Add 5.55% <0.01 $85.17–94.77 · VW $88.41i $4,278,000 SEC
2021   Q1 44,424 0.02 Add 7.68% <0.01 $82.29–98.52 · VW $88.91i $3,797,000 SEC
2020   Q4 41,256 0.02 Add 6.20% <0.01 $77.04–95.04 · VW $86.95i $3,896,000 SEC
2020   Q3 38,848 0.02 Add 2.26% <0.01 $81.56–92.27 · VW $86.14i $3,378,000 SEC
2020   Q2 37,988 0.02 Add 36.45% <0.01 $80.42–91.44 · VW $86.24i $3,318,000 SEC
2020   Q1 27,840 0.02 Add 6.58% <0.01 $69.18–99.84 · VW $85.90i $2,295,000 SEC
2019   Q4 26,120 0.01 Add 8.58% <0.01 $83.97–95.66 · VW $89.86i $2,473,000 SEC
2019   Q3 24,056 0.01 Add 4.48% <0.01 $85.36–95.00 · VW $89.81i $2,090,000 SEC
2019   Q2 23,024 0.01 Reduce 3.16% <0.01 $74.97–93.65 · VW $84.22i $2,102,000 SEC
2019   Q1 23,775 0.01 Add 37.83% <0.01 $74.96–86.30 · VW $80.82i $2,048,000 SEC
2018   Q4 17,249 0.01 Reduce 90.19% 0.05 $73.20–82.79 · VW $78.31i $1,326,000 SEC
2018   Q3 175,851 0.06 Reduce 7.75% <0.01 $66.32–77.74 · VW $74.00i $13,576,000 SEC
2018   Q2 190,625 0.06 Reduce 16.86% 0.01 $64.78–73.85 · VW $68.37i $12,903,000 SEC
2018   Q1 229,289 0.07 Reduce 35.63% 0.04 $70.38–84.40 · VW $76.24i $16,611,000 SEC
2017   Q4 356,212 0.12 Reduce 8.85% 0.01 $72.22–77.84 · VW $75.16i $26,799,000 SEC
2017   Q3 390,808 0.13 Reduce 0.75% <0.01 $72.97–77.56 · VW $75.75i $30,063,000 SEC
2017   Q2 393,747 0.13 Add 18.11% 0.02 $65.12–77.87 · VW $71.59i $29,450,000 SEC
2017   Q1 333,360 0.10 Add 15.93% 0.01 $62.30–70.37 · VW $66.60i $22,185,000 SEC
2016   Q4 287,560 0.08 Buy 0.08 $59.97–71.05 · VW $64.14i $18,769,000 SEC
2013   Q3 0 0.00 Sell 100.00% 0.01 $62.70–69.09 · VW $66.00i SEC
2013   Q2 36,940 0.01 $63.38 $2,341,000 SEC
2013   Q1 36,940 <0.01 $63.84 $2,358,000 SEC
2012   Q4 36,940 <0.01 Reduce 0.09% $52.51–57.71 · VW $55.41i $2,095,000 SEC
2012   Q3 36,974 <0.01 Reduce 0.03% $49.37–55.46 · VW $52.51i $2,030,000 SEC
2012   Q2 36,984 <0.01 Reduce 0.78% $45.88–50.66 · VW $48.65i $1,853,000 SEC
2012   Q1 37,274 <0.01 $49.66 $1,851,000 SEC
2011   Q4 37,274 <0.01 Buy <0.01 $46.24–52.86 · VW $49.80i $1,909,000 SEC
2005   Q1 0 0.00 Sell 100.00% $41.84–45.69 · VW $43.46i SEC
2004   Q4 4,687 0.00 $24.96 $117,000 SEC
2004   Q3 4,687 0.00 $23.90 $112,000 SEC
2004   Q2 4,687 <0.01 Buy <0.01 $37.40–41.94 · VW $39.96i $132,000 SEC
2002   Q2 0 0.00 Sell 100.00% <0.01 $34.02–39.38 · VW $37.43i SEC
2002   Q1 27,565 <0.01 Reduce 2.72% 0.15 $30.43–35.75 · VW $32.89i $1,337,000 SEC
2001   Q4 28,336 5.43 Reduce 12.58% 0.32 $30.42–35.67 · VW $32.84i $7,078,506,000 SEC
2001   Q3 32,415 2.50 Add 156.59% 1.53 $29.30–35.13 · VW $32.03i $7,078,315,000 SEC
2001   Q2 12,633 0.00 Reduce 70.21% <0.01 $30.82–38.98 · VW $34.77i $7,077,548,000 SEC
2001   Q1 42,408 <0.01 Reduce 29.89% $31.00–42.00 · VW $37.10i $1,541,000 SEC
2000   Q4 60,487 0.00 Add 80.67% $33.66–40.27 · VW $37.22i $1,941,000 SEC
2000   Q3 33,480 <0.01 Reduce 52.38% <0.01 $32.15–36.35 · VW $34.61i $1,397,000 SEC
2000   Q2 70,308 0.01 Reduce 73.75% <0.01 $30.35–35.90 · VW $33.65i $3,565,000 SEC
2000   Q1 267,840 <0.01 Add 84.62% <0.01 $24.64–40.66 · VW $30.98i $6,735,000 SEC
1999   Q4 145,080 0.02 $54.90 $7,965,000 SEC
1999   Q3 145,080 <0.01 Buy <0.01 $31.03–34.55 · VW $32.68i $4,383,000 SEC
1999   Q2 0 0.00 Sell 100.00% 0.19 $31.64–40.43 · VW $34.14i SEC
1999   Q1 3,099,920 0.19 $35.67 $110,565,000 SEC
Price snapshot:
Current price$153.37
52-week low$109.02
52-week high$165.43