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SHELTON CAPITAL MANAGEMENT: NVS position timeline

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

SHELTON CAPITAL MANAGEMENT held 2,788 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 2,788 shares
    Change vs previous 13F -6,080 shares

    0.01% of the 13F portfolio, value $436,935.

    13F-HR 0001999371-26-017998 filed by SHELTON 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 8,868 shares
    Change vs previous 13F -479 shares

    0.03% of the 13F portfolio, value $1,354,587.

    13F-HR 0001999371-26-010847 filed by SHELTON 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 9,347 shares
    Change vs previous 13F -3,745 shares

    0.03% of the 13F portfolio, value $1,288,671.

    13F-HR 0001999371-26-003406 filed by SHELTON 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 13,092 shares
    Change vs previous 13F -11,793 shares

    0.04% of the 13F portfolio, value $1,678,918.

    13F-HR 0001999371-25-017880 filed by SHELTON 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 24,885 shares
    Change vs previous 13F +17,045 shares

    0.07% of the 13F portfolio, value $3,011,334.

    13F-HR 0001999371-25-011223 filed by SHELTON 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 7,840 shares
    Change vs previous 13F +366 shares

    0.02% of the 13F portfolio, value $874,003.

    13F-HR 0001999371-25-006211 filed by SHELTON 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 7,474 shares
    Change vs previous 13F -369 shares

    0.02% of the 13F portfolio, value $727,295.

    13F-HR 0001839882-25-008781 filed by SHELTON 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 7,843 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $902,102.

    13F-HR 0001999371-24-014737 filed by SHELTON CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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