Diamond Hill Capital's NVS Position Overview
Diamond Hill Capital (via Diamond Hill Capital Management INC) currently holds 27,827 shares of Novartis AG (NVS) worth $3.57 M, representing 0.02% of the portfolio. First purchased in 2019-Q3, this long-term strategic position has been held for 25 quarters.
Based on 13F filings, Diamond Hill Capital has maintained a strategic position in NVS, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2021, adding 6,078 shares. Largest reduction occurred in Q3 2025, reducing 6,450 shares.
Analysis based on 13F filings available since 2013 Q2
Diamond Hill Capital's Novartis (NVS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Novartis (NVS) Trades by Diamond Hill Capital
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2019 | +2,521 | New Buy | 2,521 | $86.87 |
| Q4 2019 | +480 | Add 19.04% | 3,001 | $94.64 |
| Q1 2020 | +440 | Add 14.66% | 3,441 | $82.53 |
| Q3 2020 | +390 | Add 11.33% | 3,831 | $86.92 |
| Q4 2020 | +3,240 | Add 84.57% | 7,071 | $94.47 |
| Q1 2021 | +485 | Add 6.86% | 7,556 | $85.49 |
| Q2 2021 | +1,135 | Add 15.02% | 8,691 | $91.24 |
| Q3 2021 | +5,210 | Add 59.95% | 13,901 | $81.79 |
| Q4 2021 | +6,078 | Add 43.72% | 19,979 | $87.49 |
| Q3 2022 | +1,497 | Add 7.49% | 21,476 | $75.99 |
| Q1 2023 | -1,527 | Reduce 7.11% | 19,949 | $92.00 |
| Q2 2023 | -1,420 | Reduce 7.12% | 18,529 | $100.91 |
| Q3 2023 | +1,600 | Add 8.64% | 20,129 | $101.86 |
| Q4 2023 | +845 | Add 4.20% | 20,974 | $100.97 |
| Q1 2024 | +2,560 | Add 12.21% | 23,534 | $96.73 |
| Q2 2024 | +3,466 | Add 14.73% | 27,000 | $106.46 |
| Q4 2024 | +3,715 | Add 13.76% | 30,715 | $97.31 |
| Q1 2025 | +3,562 | Add 11.60% | 34,277 | $111.48 |
| Q3 2025 | -6,450 | Reduce 18.82% | 27,827 | $128.24 |
Diamond Hill Capital's Novartis Investment FAQs
Diamond Hill Capital first purchased Novartis AG (NVS) in Q3 2019, acquiring 2,521 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Diamond Hill Capital has held Novartis AG (NVS) for 25 quarters since Q3 2019.
Diamond Hill Capital's largest addition to Novartis AG (NVS) was in Q4 2021, adding 19,979 shares worth $1.75 M.
According to the latest 13F filing for Q3 2025, Diamond Hill Capital's firm, Diamond Hill Capital Management INC, owns 27,827 shares of Novartis AG (NVS), valued at approximately $3.57 M.
As of the Q3 2025 filing, Novartis AG (NVS) represents approximately 0.02% of Diamond Hill Capital's publicly disclosed stock portfolio, making it one of their key holdings.
Diamond Hill Capital's peak holding in Novartis AG (NVS) was 34,277 shares, as reported at the end of Q1 2025.