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MAI Capital Management: NVS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MAI Capital Management on NVS, newest first. How the timeline and the estimate are built.

MAI Capital Management held 43,150 NVS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,150 shares
    Change vs previous 13F +4,779 shares

    0.03% of the 13F portfolio, value $6,762,502.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 38,371 shares
    Change vs previous 13F +186 shares

    0.03% of the 13F portfolio, value $5,861,148.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 38,185 shares
    Change vs previous 13F +8,397 shares

    0.03% of the 13F portfolio, value $5,264,572.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 29,788 shares
    Change vs previous 13F +5,295 shares

    0.02% of the 13F portfolio, value $3,820,049.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 24,493 shares
    Change vs previous 13F +2,025 shares

    0.02% of the 13F portfolio, value $2,963,846.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 22,468 shares
    Change vs previous 13F -1,593 shares

    0.02% of the 13F portfolio, value $2,504,741.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 24,061 shares
    Change vs previous 13F +6,472 shares

    0.02% of the 13F portfolio, value $2,341,411.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 17,589 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,023,102.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).