David Katz - Matrix Asset Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
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
2018   Q1 0 0.00 Sell 100.00% 0.04 $70.38–84.40 · VW $76.24i SEC
2017   Q4 3,046 0.04 Reduce 18.14% <0.01 $72.22–77.84 · VW $75.16i $229,000 SEC
2017   Q3 3,721 0.05 $76.86 $286,000 SEC
2017   Q2 3,721 0.05 Buy 0.05 $65.12–77.87 · VW $71.59i $278,000 SEC
2010   Q4 0 0.00 Sell 100.00% 1.28 $47.77–53.83 · VW $51.14i SEC
2010   Q3 369,349 1.28 Reduce 24.75% 0.36 $42.68–52.34 · VW $46.83i $8,797,000 SEC
2010   Q2 490,808 1.44 Reduce 63.78% 2.21 $38.96–48.61 · VW $43.43i $11,153,000 SEC
2010   Q1 1,354,955 3.46 Reduce 9.21% 0.31 $46.32–49.90 · VW $48.37i $30,341,000 SEC
2009   Q4 1,492,354 3.37 Reduce 8.92% 0.31 $44.03–50.56 · VW $47.75i $31,211,000 SEC
2009   Q3 1,638,570 3.49 Reduce 4.27% 0.15 $34.92–45.25 · VW $41.30i $30,804,000 SEC
2009   Q2 1,711,659 3.44 Reduce 4.01% 0.17 $31.54–38.03 · VW $34.96i $25,614,000 SEC
2009   Q1 1,783,072 4.17 Reduce 9.45% 0.27 $29.87–46.04 · VW $35.53i $26,570,000 SEC
2008   Q4 1,969,076 2.85 Add 0.49% 0.01 $37.46–48.71 · VW $43.39i $21,773,000 SEC
2008   Q3 1,959,563 3.39 Reduce 3.68% 0.15 $46.23–54.93 · VW $50.40i $34,486,000 SEC
2008   Q2 2,034,441 4.10 Reduce 0.40% 0.01 $41.39–49.70 · VW $46.22i $38,629,000 SEC
2008   Q1 2,042,672 3.16 Add 26.92% 0.67 $41.79–53.02 · VW $45.81i $38,529,000 SEC
2007   Q4 1,609,459 2.89 Add 47.13% 0.92 $46.06–51.88 · VW $48.86i $39,761,000 SEC
2007   Q3 1,093,869 1.77 Add 105.79% 0.91 $45.87–50.80 · VW $48.52i $26,719,000 SEC
2007   Q2 531,546 0.87 Add 2.42% 0.02 $48.63–53.00 · VW $50.50i $13,513,000 SEC
2007   Q1 518,995 1.07 Reduce 48.62% 1.05 $48.68–54.09 · VW $51.04i $14,891,000 SEC
2006   Q4 1,010,180 2.16 Reduce 43.84% 1.44 $51.04–55.20 · VW $52.75i $31,156,000 SEC
2006   Q3 1,798,664 3.28 Reduce 16.24% 0.56 $47.69–52.85 · VW $50.74i $44,580,000 SEC
2006   Q2 2,147,509 3.45 Reduce 1.14% 0.04 $46.34–52.48 · VW $49.91i $47,530,000 SEC
2006   Q1 2,172,180 3.09 Reduce 5.28% 0.17 $47.03–50.99 · VW $48.97i $46,714,000 SEC
2005   Q4 2,293,149 3.18 Reduce 5.06% 0.17 $45.42–49.02 · VW $47.35i $49,562,000 SEC
2005   Q3 2,415,393 3.38 Reduce 8.61% 0.28 $41.82–45.79 · VW $44.09i $54,281,000 SEC
2005   Q2 2,642,923 3.30 Reduce 2.73% 0.10 $40.89–44.80 · VW $43.13i $58,518,000 SEC
2005   Q1 2,717,104 3.49 Add 59.74% 1.31 $41.84–45.69 · VW $43.46i $65,079,000 SEC
2004   Q4 1,700,902 3.16 Add 3.61% 0.11 $40.55–45.49 · VW $43.58i $42,507,000 SEC
2004   Q3 1,641,587 3.20 Add 14.82% 0.41 $38.72–42.85 · VW $40.86i $39,186,000 SEC
2004   Q2 1,429,743 3.21 Add 15.50% 0.43 $37.40–41.94 · VW $39.96i $40,279,000 SEC
2004   Q1 1,237,925 2.87 Add 111.30% 1.51 $37.01–42.86 · VW $39.78i $35,130,000 SEC
2003   Q4 585,849 2.48 Reduce 0.37% <0.01 $33.23–41.22 · VW $36.86i $22,074,000 SEC
2003   Q3 588,014 2.45 Add 13.39% 0.29 $32.97–36.18 · VW $34.38i $17,704,000 SEC
2003   Q2 518,576 2.65 Add 11.16% 0.27 $32.67–37.70 · VW $35.83i $17,030,000 SEC
2003   Q1 466,526 2.25 Add 1.11% 0.02 $30.33–35.35 · VW $32.80i $11,400,000 SEC
2002   Q4 461,420 1.84 Reduce 5.07% 0.10 $31.81–36.83 · VW $34.03i $11,610,000 SEC
2002   Q3 486,062 1.91 Add 16.13% 0.26 $30.49–39.52 · VW $35.77i $9,064,000 SEC
2002   Q2 418,552 2.19 Add 8.68% 0.17 $34.02–39.38 · VW $37.43i $12,752,000 SEC
2002   Q1 385,134 2.90 Add 1.17% 0.03 $30.43–35.75 · VW $32.89i $18,684,000 SEC
2001   Q4 380,681 2.20 Add 37.90% 0.61 $30.42–35.67 · VW $32.84i $13,457,000 SEC
2001   Q3 276,050 1.39 Add 93.82% 0.67 $29.30–35.13 · VW $32.03i $7,065,000 SEC
2001   Q2 142,426 1.32 Reduce 12.83% 0.15 $30.82–38.98 · VW $34.77i $7,248,000 SEC
2001   Q1 163,390 1.14 Add 1.52% 0.02 $31.00–42.00 · VW $37.10i $5,939,000 SEC
2000   Q4 160,942 1.02 Add 27.52% 0.22 $33.66–40.27 · VW $37.22i $5,183,000 SEC
2000   Q3 126,206 1.26 Reduce 22.72% 0.74 $32.15–36.35 · VW $34.61i $5,266,000 SEC
2000   Q2 163,315 3.26 Reduce 49.53% 1.53 $30.35–35.90 · VW $33.65i $8,277,000 SEC
2000   Q1 323,618 3.09 Add 150.72% 1.86 $24.64–40.66 · VW $30.98i $8,138,000 SEC
1999   Q4 129,077 2.32 Reduce 0.90% 0.01 $31.70–39.20 · VW $34.29i $7,086,000 SEC
1999   Q3 130,248 1.47 Reduce 0.51% <0.01 $31.03–34.55 · VW $32.68i $3,935,000 SEC
1999   Q2 130,918 1.38 Reduce 2.33% 0.03 $31.64–40.43 · VW $34.14i $4,003,000 SEC
1999   Q1 134,043 1.32 $24.70 $3,311,000 SEC
Price snapshot:
Current price$153.37
52-week low$109.02
52-week high$165.43