Sarah Ketterer - Causeway Capital Management
Holding/activity history for Novartis AG (NVS)
← All NVS superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 1,487 | <0.01 | Reduce 23.15% | <0.01 | $135.55–170.46 · VW $155.81i | $227,167 | SEC |
| 2025 Q4 | 1,935 | <0.01 | Reduce 5.79% | <0.01 | $121.57–140.18 · VW $130.00i | $266,788 | SEC |
| 2025 Q3 | 2,054 | <0.01 | Reduce 1.44% | <0.01 | $112.34–130.46 · VW $121.25i | $263,395 | SEC |
| 2025 Q2 | 2,084 | <0.01 | Reduce 50.80% | <0.01 | $97.72–121.24 · VW $112.03i | $252,196 | SEC |
| 2025 Q1 | 4,236 | 0.01 | Reduce 27.79% | <0.01 | $96.91–116.91 · VW $108.37i | $472,236 | SEC |
| 2024 Q4 | 5,866 | 0.01 | Reduce 20.54% | <0.01 | $96.06–117.36 · VW $106.06i | $570,837 | SEC |
| 2024 Q3 | 7,382 | 0.02 | Reduce 96.35% | 0.57 | $105.72–120.92 · VW $113.70i | $849,075 | SEC |
| 2024 Q2 | 202,335 | 0.59 | Reduce 15.51% | 0.09 | $92.35–107.67 · VW $100.23i | $21,540,558 | SEC |
| 2024 Q1 | 239,468 | 0.61 | Add 14.53% | 0.08 | $95.07–108.78 · VW $101.54i | $23,163,768 | SEC |
| 2023 Q4 | 209,089 | 0.54 | Add 11.80% | 0.06 | $92.19–102.08 · VW $97.03i | $21,111,748 | SEC |
| 2023 Q3 | 187,019 | 0.50 | Reduce 17.08% | 0.10 | $93.91–105.61 · VW $101.45i | $19,049,777 | SEC |
| 2023 Q2 | 225,548 | 0.60 | Reduce 8.20% | 0.04 | $92.09–105.56 · VW $99.70i | $22,760,016 | SEC |
| 2023 Q1 | 245,707 | 0.54 | Add 10.27% | 0.05 | $79.98–93.25 · VW $88.10i | $22,605,078 | SEC |
| 2022 Q4 | 222,832 | 0.59 | Reduce 17.72% | 0.10 | $74.24–93.31 · VW $84.80i | $20,215,338 | SEC |
| 2022 Q3 | 270,830 | 0.58 | Reduce 13.29% | 0.09 | $74.09–88.03 · VW $81.61i | $20,586,000 | SEC |
| 2022 Q2 | 312,341 | 0.66 | Reduce 20.27% | 0.17 | $80.16–94.26 · VW $88.12i | $26,402,000 | SEC |
| 2022 Q1 | 391,762 | 0.82 | Add 2.56% | 0.02 | $79.09–90.99 · VW $86.31i | $34,377,000 | SEC |
| 2021 Q4 | 381,967 | 0.73 | Reduce 4.77% | 0.04 | $79.34–88.24 · VW $83.28i | $33,411,000 | SEC |
| 2021 Q3 | 401,116 | 0.74 | Reduce 6.06% | 0.05 | $81.74–95.17 · VW $89.93i | $32,803,000 | SEC |
| 2021 Q2 | 426,982 | 0.80 | Add 7.46% | 0.06 | $85.17–94.77 · VW $88.41i | $38,958,000 | SEC |
| 2021 Q1 | 397,358 | 0.67 | Add 30.03% | 0.15 | $82.29–98.52 · VW $88.91i | $33,966,000 | SEC |
| 2020 Q4 | 305,578 | 0.55 | Reduce 3.00% | 0.02 | $77.04–95.04 · VW $86.95i | $28,856,000 | SEC |
| 2020 Q3 | 315,018 | 0.52 | Reduce 3.42% | 0.02 | $81.56–92.27 · VW $86.14i | $27,394,000 | SEC |
| 2020 Q2 | 326,186 | 0.52 | Reduce 0.17% | <0.01 | $80.42–91.44 · VW $86.24i | $28,489,000 | SEC |
| 2020 Q1 | 326,734 | 0.44 | Add 11.17% | 0.04 | $69.18–99.84 · VW $85.90i | $26,939,000 | SEC |
| 2019 Q4 | 293,899 | 0.30 | Add 13.98% | 0.04 | $83.97–95.66 · VW $89.86i | $27,829,000 | SEC |
| 2019 Q3 | 257,850 | 0.27 | Reduce 7.03% | 0.02 | $85.36–95.00 · VW $89.81i | $22,407,000 | SEC |
| 2019 Q2 | 277,339 | 0.28 | Reduce 12.10% | 0.03 | $74.97–93.65 · VW $84.22i | $25,324,000 | SEC |
| 2019 Q1 | 315,527 | 0.28 | Reduce 3.44% | 0.01 | $74.96–86.30 · VW $80.82i | $27,182,000 | SEC |
| 2018 Q4 | 326,751 | 0.31 | Reduce 34.96% | 0.15 | $73.20–82.79 · VW $78.31i | $25,124,000 | SEC |
| 2018 Q3 | 502,347 | 0.42 | Reduce 2.56% | 0.01 | $66.32–77.74 · VW $74.00i | $38,783,000 | SEC |
| 2018 Q2 | 515,550 | 0.39 | Add 12.38% | 0.04 | $64.78–73.85 · VW $68.37i | $34,897,000 | SEC |
| 2018 Q1 | 458,762 | 0.40 | Add 21.71% | 0.07 | $70.38–84.40 · VW $76.24i | $33,236,000 | SEC |
| 2017 Q4 | 376,920 | 0.34 | Add 8.77% | 0.03 | $72.22–77.84 · VW $75.16i | $28,357,000 | SEC |
| 2017 Q3 | 346,534 | 0.34 | Reduce 15.85% | 0.07 | $72.97–77.56 · VW $75.75i | $26,658,000 | SEC |
| 2017 Q2 | 411,811 | 0.43 | Add 9.13% | 0.04 | $65.12–77.87 · VW $71.59i | $30,801,000 | SEC |
| 2017 Q1 | 377,374 | 0.38 | Add 6.33% | 0.02 | $62.30–70.37 · VW $66.60i | $25,114,000 | SEC |
| 2016 Q4 | 354,908 | 0.40 | Reduce 1.01% | <0.01 | $59.97–71.05 · VW $64.14i | $22,560,000 | SEC |
| 2016 Q3 | 358,524 | 0.47 | Add 0.60% | <0.01 | $69.59–74.89 · VW $72.24i | $25,367,000 | SEC |
| 2016 Q2 | 356,396 | 0.57 | Add 0.94% | <0.01 | $62.63–74.00 · VW $69.18i | $26,350,000 | SEC |
| 2016 Q1 | 353,060 | 0.56 | Add 12.30% | 0.06 | $63.30–77.29 · VW $67.47i | $24,034,000 | SEC |
| 2015 Q4 | 314,388 | 0.51 | Add 7.25% | 0.03 | $74.96–85.22 · VW $79.15i | $24,238,000 | SEC |
| 2015 Q3 | 293,135 | 0.49 | Add 10.96% | 0.05 | $79.65–95.73 · VW $88.08i | $24,144,000 | SEC |
| 2015 Q2 | 264,173 | 0.59 | Add 6.32% | 0.04 | $87.68–94.82 · VW $91.09i | $23,278,000 | SEC |
| 2015 Q1 | 248,480 | 0.58 | Reduce 33.79% | 0.31 | $81.52–92.74 · VW $88.29i | $21,956,000 | SEC |
| 2014 Q4 | 375,286 | 0.91 | Add 0.63% | <0.01 | $75.42–86.89 · VW $82.93i | $31,160,000 | SEC |
| 2014 Q3 | 372,935 | 1.10 | Add 4.15% | 0.04 | $75.65–85.57 · VW $81.40i | $31,456,000 | SEC |
| 2014 Q2 | 358,071 | 1.15 | Reduce 1.98% | 0.03 | $73.72–81.62 · VW $78.81i | $27,895,000 | SEC |
| 2014 Q1 | 365,315 | 1.27 | Add 16.19% | 0.18 | $69.80–76.37 · VW $73.14i | $27,831,000 | SEC |
| 2013 Q4 | 314,423 | 1.30 | Add 292.43% | 0.97 | $65.21–72.18 · VW $69.83i | $22,646,000 | SEC |
| 2013 Q3 | 80,122 | 0.45 | Add 21.87% | 0.08 | $62.70–69.09 · VW $66.00i | $5,507,000 | SEC |
| 2013 Q2 | 65,742 | 0.45 | Add 21.50% | 0.08 | $60.64–67.86 · VW $64.61i | $4,165,000 | SEC |
| 2013 Q1 | 54,108 | 0.43 | Add 4.60% | 0.02 | $56.91–64.18 · VW $61.19i | $3,454,000 | SEC |
| 2012 Q4 | 51,728 | 0.39 | Add 69.49% | 0.16 | $52.51–57.71 · VW $55.41i | $2,934,000 | SEC |
| 2012 Q3 | 30,520 | 0.43 | Reduce 13.45% | 0.05 | $49.37–55.46 · VW $52.51i | $1,675,000 | SEC |
| 2012 Q2 | 35,264 | 0.39 | Reduce 3.19% | 0.01 | $45.88–50.66 · VW $48.65i | $1,749,000 | SEC |
| 2012 Q1 | 36,425 | 0.40 | Reduce 18.22% | 0.17 | $47.68–52.35 · VW $49.59i | $1,809,000 | SEC |
| 2011 Q4 | 44,538 | 0.92 | Buy | 0.92 | $46.24–52.86 · VW $49.80i | $2,282,000 | SEC |
| 2009 Q3 | 0 | 0.00 | Sell 100.00% | 2.82 | $34.92–45.25 · VW $41.30i | SEC | |
| 2009 Q2 | 50,381 | 2.82 | Add 159.46% | 1.74 | $31.54–38.03 · VW $34.96i | $1,841,000 | SEC |
| 2009 Q1 | 19,418 | 1.12 | Buy | 1.12 | $29.87–46.04 · VW $35.53i | $658,000 | SEC |
| 2008 Q4 | 0 | 0.00 | Sell 100.00% | 2.77 | $37.46–48.71 · VW $43.39i | SEC | |
| 2008 Q3 | 65,409 | 2.77 | Reduce 47.08% | 1.68 | $46.23–54.93 · VW $50.40i | $3,097,000 | SEC |
| 2008 Q2 | 123,599 | 3.58 | Reduce 33.67% | 0.93 | $41.39–49.70 · VW $46.22i | $6,096,000 | SEC |
| 2008 Q1 | 186,347 | 2.77 | Buy | 2.77 | $41.79–53.02 · VW $45.81i | $8,542,000 | SEC |
| 2007 Q2 | 0 | 0.00 | Sell 100.00% | 2.28 | $48.63–53.00 · VW $50.50i | SEC | |
| 2007 Q1 | 115,785 | 2.28 | Buy | 2.28 | $48.68–54.09 · VW $51.04i | $5,668,000 | SEC |
| 2006 Q4 | 0 | 0.00 | Sell 100.00% | 2.71 | $51.04–55.20 · VW $52.75i | SEC | |
| 2006 Q3 | 116,691 | 2.71 | Buy | 2.71 | $47.69–52.85 · VW $50.74i | $6,111,000 | SEC |
| 2006 Q1 | 0 | 0.00 | Sell 100.00% | 2.65 | $47.03–50.99 · VW $48.97i | SEC | |
| 2005 Q4 | 70,531 | 2.65 | $47.03 | $3,317,000 | SEC |
Price snapshot:
Current price$153.37
Avg. buy price$84.16
+/- since buy82.24%
52-week low$109.02
52-week high$165.43