Scott Black's NVS Position Overview
Scott Black (via Delphi Management INC /Ma/) currently holds 11,723 shares of Novartis AG (NVS) worth $1.62 M, representing 1.57% of the portfolio. First purchased in 2021-Q1, this medium-term investment has been held for 20 quarters.
Based on 13F filings, Scott Black has maintained a strategic position in NVS, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2021, adding 3,314 shares. Largest reduction occurred in Q3 2024, reducing 3,701 shares.
Analysis based on 13F filings available since 2013 Q2
Scott Black's Novartis (NVS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Novartis (NVS) Trades by Scott Black
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2021 | +12,875 | Add 0.00% | 12,874 | $85.44 |
| Q2 2021 | +431 | Add 3.35% | 13,305 | $91.24 |
| Q3 2021 | +168 | Add 1.26% | 13,473 | $81.79 |
| Q4 2021 | +3,314 | Add 24.60% | 16,787 | $87.45 |
| Q4 2022 | +14,859 | Add 0.00% | 14,858 | $90.73 |
| Q2 2023 | +12,722 | Add 0.00% | 12,721 | $100.94 |
| Q3 2023 | +636 | Add 5.00% | 13,357 | $101.89 |
| Q4 2023 | +1,793 | Add 13.42% | 15,150 | $100.99 |
| Q1 2024 | +1,329 | Add 8.77% | 16,479 | $96.73 |
| Q2 2024 | +403 | Add 2.45% | 16,882 | $106.44 |
| Q3 2024 | -3,701 | Reduce 21.92% | 13,181 | $115.01 |
| Q4 2024 | +1,128 | Add 8.56% | 14,309 | $97.28 |
| Q1 2025 | -1,010 | Reduce 7.06% | 13,299 | $111.51 |
| Q2 2025 | -1,152 | Reduce 8.66% | 12,147 | $121.02 |
| Q3 2025 | -83 | Reduce 0.68% | 12,064 | $128.23 |
| Q4 2025 | -341 | Reduce 2.83% | 11,723 | $137.85 |
Scott Black's Novartis Investment FAQs
Scott Black first purchased Novartis AG (NVS) in Q1 2021, acquiring 12,874 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Scott Black has held Novartis AG (NVS) for 20 quarters since Q1 2021.
Scott Black's largest addition to Novartis AG (NVS) was in Q4 2022, adding 14,858 shares worth $1.35 M.
According to the latest 13F filing for Q4 2025, Scott Black's firm, Delphi Management INC /Ma/, owns 11,723 shares of Novartis AG (NVS), valued at approximately $1.62 M.
As of the Q4 2025 filing, Novartis AG (NVS) represents approximately 1.57% of Scott Black's publicly disclosed stock portfolio, making it one of their key holdings.
Scott Black's peak holding in Novartis AG (NVS) was 16,882 shares, as reported at the end of Q2 2024.