John Rogers - Ariel Investments
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    106
Portfolio value:    $8,934,260,435
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
2023   Q2 0 0.00 Sell 100.00% 0.01 $92.09–105.56 · VW $99.70i SEC
2023   Q1 8,750 0.01 $92.00 $805,000 SEC
2022   Q4 8,750 0.01 $90.72 $793,800 SEC
2022   Q3 8,750 0.01 Reduce 12.40% <0.01 $74.09–88.03 · VW $81.61i $665,000 SEC
2022   Q2 9,989 0.01 Reduce 2.30% <0.01 $80.16–94.26 · VW $88.12i $844,000 SEC
2022   Q1 10,224 0.01 Reduce 3.83% <0.01 $79.09–90.99 · VW $86.31i $897,000 SEC
2021   Q4 10,631 0.01 Reduce 42.65% <0.01 $79.34–88.24 · VW $83.28i $930,000 SEC
2021   Q3 18,536 0.01 Reduce 9.94% <0.01 $81.74–95.17 · VW $89.93i $1,516,000 SEC
2021   Q2 20,582 0.02 $91.24 $1,878,000 SEC
2021   Q1 20,582 0.02 Add 0.76% <0.01 $82.29–98.52 · VW $88.91i $1,759,000 SEC
2020   Q4 20,427 0.02 Add 0.06% $77.04–95.04 · VW $86.95i $1,929,000 SEC
2020   Q3 20,414 0.03 Add 0.34% <0.01 $81.56–92.27 · VW $86.14i $1,775,000 SEC
2020   Q2 20,344 0.03 Reduce 50.51% 0.03 $80.42–91.44 · VW $86.24i $1,777,000 SEC
2020   Q1 41,104 0.06 Add 57.26% 0.02 $69.18–99.84 · VW $85.90i $3,389,000 SEC
2019   Q4 26,138 0.03 Reduce 8.89% <0.01 $83.97–95.66 · VW $89.86i $2,475,000 SEC
2019   Q3 28,688 0.03 Reduce 0.97% <0.01 $85.36–95.00 · VW $89.81i $2,493,000 SEC
2019   Q2 28,969 0.03 Reduce 10.10% <0.01 $74.97–93.65 · VW $84.22i $2,645,000 SEC
2019   Q1 32,225 0.03 Add 4.53% <0.01 $74.96–86.30 · VW $80.82i $2,776,000 SEC
2018   Q4 30,827 0.03 Reduce 60.75% 0.04 $73.20–82.79 · VW $78.31i $2,370,000 SEC
2018   Q3 78,543 0.07 Add 1.96% <0.01 $66.32–77.74 · VW $74.00i $6,064,000 SEC
2018   Q2 77,033 0.06 Reduce 0.55% <0.01 $64.78–73.85 · VW $68.37i $5,214,000 SEC
2018   Q1 77,456 0.07 Add 2.02% <0.01 $70.38–84.40 · VW $76.24i $5,611,000 SEC
2017   Q4 75,919 0.07 Add 17.90% 0.01 $72.22–77.84 · VW $75.16i $5,712,000 SEC
2017   Q3 64,390 0.06 Add 16.17% <0.01 $72.97–77.56 · VW $75.75i $4,953,000 SEC
2017   Q2 55,426 0.05 Add 1.90% <0.01 $65.12–77.87 · VW $71.59i $4,146,000 SEC
2017   Q1 54,390 0.04 Add 216.42% 0.03 $62.30–70.37 · VW $66.60i $3,620,000 SEC
2016   Q4 17,189 0.01 Add 10.70% <0.01 $59.97–71.05 · VW $64.14i $1,122,000 SEC
2016   Q3 15,528 0.01 Reduce 6.10% <0.01 $69.59–74.89 · VW $72.24i $1,099,000 SEC
2016   Q2 16,537 0.02 Add 11.45% <0.01 $62.63–74.00 · VW $69.18i $1,223,000 SEC
2016   Q1 14,838 0.01 Add 18.01% <0.01 $63.30–77.29 · VW $67.47i $963,000 SEC
2015   Q4 12,574 0.01 Buy 0.01 $74.96–85.22 · VW $79.15i $969,000 SEC
Price snapshot:
Current price$153.37
52-week low$109.02
52-week high$165.43