Sarah Ketterer's NVS Position Overview
Sarah Ketterer (via Causeway Capital Management LLC) currently holds 1,935 shares of Novartis AG (NVS) worth $266,788, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 quarters.
Based on 13F filings since 2013, Sarah Ketterer has maintained a long-term strategic position in NVS, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2013, adding 234,301 shares. Largest reduction occurred in Q3 2024, reducing 194,953 shares.
Analysis based on 13F filings available since 2013 Q2
Sarah Ketterer's Novartis (NVS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Novartis (NVS) Trades by Sarah Ketterer
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -119 | Reduce 5.79% | 1,935 | $137.87 |
| Q3 2025 | -30 | Reduce 1.44% | 2,054 | $128.24 |
| Q2 2025 | -2,152 | Reduce 50.80% | 2,084 | $121.02 |
| Q1 2025 | -1,630 | Reduce 27.79% | 4,236 | $111.48 |
| Q4 2024 | -1,516 | Reduce 20.54% | 5,866 | $97.31 |
| Q3 2024 | -194,953 | Reduce 96.35% | 7,382 | $115.02 |
| Q2 2024 | -37,133 | Reduce 15.51% | 202,335 | $106.46 |
| Q1 2024 | +30,379 | Add 14.53% | 239,468 | $96.73 |
| Q4 2023 | +22,070 | Add 11.80% | 209,089 | $100.97 |
| Q3 2023 | -38,529 | Reduce 17.08% | 187,019 | $101.86 |
| Q2 2023 | -20,159 | Reduce 8.20% | 225,548 | $100.91 |
| Q1 2023 | +22,875 | Add 10.27% | 245,707 | $92.00 |
| Q4 2022 | -47,998 | Reduce 17.72% | 222,832 | $90.72 |
| Q3 2022 | -41,511 | Reduce 13.29% | 270,830 | $76.01 |
| Q2 2022 | -79,421 | Reduce 20.27% | 312,341 | $84.53 |
| Q1 2022 | +9,795 | Add 2.56% | 391,762 | $87.75 |
| Q4 2021 | -19,149 | Reduce 4.77% | 381,967 | $87.47 |
| Q3 2021 | -25,866 | Reduce 6.06% | 401,116 | $81.78 |
| Q2 2021 | +29,624 | Add 7.46% | 426,982 | $91.24 |
| Q1 2021 | +91,780 | Add 30.03% | 397,358 | $85.48 |
| Q4 2020 | -9,440 | Reduce 3.00% | 305,578 | $94.43 |
| Q3 2020 | -11,168 | Reduce 3.42% | 315,018 | $86.96 |
| Q2 2020 | -548 | Reduce 0.17% | 326,186 | $87.34 |
| Q1 2020 | +32,835 | Add 11.17% | 326,734 | $82.45 |
| Q4 2019 | +36,049 | Add 13.98% | 293,899 | $94.69 |
| Q3 2019 | -19,489 | Reduce 7.03% | 257,850 | $86.90 |
| Q2 2019 | -38,188 | Reduce 12.10% | 277,339 | $91.31 |
| Q1 2019 | -11,224 | Reduce 3.44% | 315,527 | $86.15 |
| Q4 2018 | -175,596 | Reduce 34.96% | 326,751 | $76.89 |
| Q3 2018 | -13,203 | Reduce 2.56% | 502,347 | $77.20 |
| Q2 2018 | +56,788 | Add 12.38% | 515,550 | $67.69 |
| Q1 2018 | +81,842 | Add 21.71% | 458,762 | $72.45 |
| Q4 2017 | +30,386 | Add 8.77% | 376,920 | $75.23 |
| Q3 2017 | -65,277 | Reduce 15.85% | 346,534 | $76.93 |
| Q2 2017 | +34,437 | Add 9.13% | 411,811 | $74.79 |
| Q1 2017 | +22,466 | Add 6.33% | 377,374 | $66.55 |
| Q4 2016 | -3,616 | Reduce 1.01% | 354,908 | $63.57 |
| Q3 2016 | +2,128 | Add 0.60% | 358,524 | $70.75 |
| Q2 2016 | +3,336 | Add 0.94% | 356,396 | $73.93 |
| Q1 2016 | +38,672 | Add 12.30% | 353,060 | $68.07 |
| Q4 2015 | +21,253 | Add 7.25% | 314,388 | $77.10 |
| Q3 2015 | +28,962 | Add 10.96% | 293,135 | $82.36 |
| Q2 2015 | +15,693 | Add 6.32% | 264,173 | $88.12 |
| Q1 2015 | -126,806 | Reduce 33.79% | 248,480 | $88.36 |
| Q4 2014 | +2,351 | Add 0.63% | 375,286 | $83.03 |
| Q3 2014 | +14,864 | Add 4.15% | 372,935 | $84.35 |
| Q2 2014 | -7,244 | Reduce 1.98% | 358,071 | $77.90 |
| Q1 2014 | +50,892 | Add 16.19% | 365,315 | $76.18 |
| Q4 2013 | +234,301 | Add 292.43% | 314,423 | $72.02 |
| Q3 2013 | +14,380 | Add 21.87% | 80,122 | $68.73 |
| Q2 2013 | +65,743 | Add 0.00% | 65,742 | $63.35 |
Sarah Ketterer's Novartis Investment FAQs
Sarah Ketterer first purchased Novartis AG (NVS) in Q2 2013, acquiring 65,742 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Sarah Ketterer has held Novartis AG (NVS) for 51 quarters since Q2 2013.
Sarah Ketterer's largest addition to Novartis AG (NVS) was in Q4 2013, adding 314,423 shares worth $22.65 M.
According to the latest 13F filing for Q4 2025, Sarah Ketterer's firm, Causeway Capital Management LLC, owns 1,935 shares of Novartis AG (NVS), valued at approximately $266,788.
As of the Q4 2025 filing, Novartis AG (NVS) represents approximately 0.00% of Sarah Ketterer's publicly disclosed stock portfolio, making it one of their key holdings.
Sarah Ketterer's peak holding in Novartis AG (NVS) was 515,550 shares, as reported at the end of Q2 2018.