Harry Burn - Sound Shore Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    40
Portfolio value:    $2,984,059,912
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
2015   Q1 0 0.00 Sell 100.00% 2.76 $81.52–92.74 · VW $88.29i SEC
2014   Q4 2,064,485 2.76 Add 7.72% 0.20 $75.42–86.89 · VW $82.93i $171,411,000 SEC
2014   Q3 1,916,472 2.67 Add 19.02% 0.43 $75.65–85.57 · VW $81.40i $161,647,000 SEC
2014   Q2 1,610,255 2.17 Reduce 5.23% 0.12 $73.72–81.62 · VW $78.81i $130,624,000 SEC
2014   Q1 1,699,164 2.28 Reduce 7.24% 0.16 $69.80–76.37 · VW $73.14i $129,447,000 SEC
2013   Q4 1,831,785 2.26 Reduce 1.04% 0.03 $65.21–72.18 · VW $69.83i $131,934,000 SEC
2013   Q3 1,851,079 2.55 Reduce 3.16% 0.08 $62.70–69.09 · VW $66.00i $127,237,000 SEC
2013   Q2 1,911,449 2.55 Reduce 10.35% 0.31 $60.64–67.86 · VW $64.61i $121,110,000 SEC
2013   Q1 2,132,031 2.99 Reduce 0.94% 0.03 $56.91–64.18 · VW $61.19i $136,098,000 SEC
2012   Q4 2,152,235 2.80 Reduce 9.12% 0.27 $52.51–57.71 · VW $55.41i $122,076,000 SEC
2012   Q3 2,368,159 2.95 Reduce 24.13% 0.76 $49.37–55.46 · VW $52.51i $129,994,000 SEC
2012   Q2 3,121,222 3.14 Add 8.01% 0.23 $45.88–50.66 · VW $48.65i $156,341,000 SEC
2012   Q1 2,889,811 2.51 Add 23.87% 0.48 $47.68–52.35 · VW $49.59i $143,481,000 SEC
2011   Q4 2,332,933 2.33 Add 14.04% 0.29 $46.24–52.86 · VW $49.80i $119,511,000 SEC
2011   Q3 2,045,715 2.09 Reduce 19.52% 0.44 $46.68–56.60 · VW $51.90i $102,231,000 SEC
2011   Q2 2,541,928 2.24 Reduce 21.08% 0.50 $48.07–58.08 · VW $53.17i $139,191,000 SEC
2011   Q1 3,220,857 2.37 Add 24.25% 0.46 $47.00–53.36 · VW $50.05i $156,858,000 SEC
2010   Q4 2,592,283 2.12 Reduce 11.04% 0.28 $47.77–53.83 · VW $51.14i $136,931,000 SEC
2010   Q3 2,914,096 2.52 Reduce 20.93% 0.62 $42.68–52.34 · VW $46.83i $150,588,000 SEC
2010   Q2 3,685,570 2.97 Add 2.60% 0.08 $38.96–48.61 · VW $43.43i $159,576,000 SEC
2010   Q1 3,592,268 2.60 Add 21.41% 0.46 $46.32–49.90 · VW $48.37i $174,141,000 SEC
2009   Q4 2,958,674 2.32 Reduce 19.91% 0.54 $44.03–50.56 · VW $47.75i $144,302,000 SEC
2009   Q3 3,694,383 2.71 Reduce 1.47% 0.04 $34.92–45.25 · VW $41.30i $166,777,000 SEC
2009   Q2 3,749,609 2.87 Add 6.56% 0.18 $31.54–38.03 · VW $34.96i $137,049,000 SEC
2009   Q1 3,518,654 2.96 Add 41.12% 0.86 $29.87–46.04 · VW $35.53i $119,275,000 SEC
2008   Q4 2,493,397 2.49 Buy 2.49 $37.46–48.71 · VW $43.39i $111,175,000 SEC
Price snapshot:
Current price$153.37
52-week low$109.02
52-week high$165.43