Tweedy Browne's NVS Position Overview
Tweedy Browne (via Tweedy, Browne Co LLC) currently holds 74,905 shares of Novartis AG (NVS) worth $10.33 M, representing 0.83% 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, Tweedy Browne has maintained a long-term strategic position in NVS, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2022, adding 2,279 shares. Largest reduction occurred in Q2 2019, reducing 23,100 shares.
Analysis based on 13F filings available since 2013 Q2
Tweedy Browne's Novartis (NVS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Novartis (NVS) Trades by Tweedy Browne
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -1,149 | Reduce 1.51% | 74,905 | $137.87 |
| Q3 2025 | -1,215 | Reduce 1.57% | 76,054 | $128.24 |
| Q2 2025 | -3,756 | Reduce 4.64% | 77,269 | $121.01 |
| Q1 2025 | -2,116 | Reduce 2.55% | 81,025 | $111.48 |
| Q4 2024 | -2,206 | Reduce 2.58% | 83,141 | $97.31 |
| Q3 2024 | -2,259 | Reduce 2.58% | 85,347 | $115.02 |
| Q2 2024 | -1,840 | Reduce 2.06% | 87,606 | $106.46 |
| Q1 2024 | -1,173 | Reduce 1.29% | 89,446 | $96.73 |
| Q4 2023 | -4,297 | Reduce 4.53% | 90,619 | $100.97 |
| Q3 2023 | -1,140 | Reduce 1.19% | 94,916 | $101.86 |
| Q2 2023 | -1,772 | Reduce 1.81% | 96,056 | $100.91 |
| Q1 2023 | -1,078 | Reduce 1.09% | 97,828 | $92.00 |
| Q4 2022 | -1,803 | Reduce 1.79% | 98,906 | $90.72 |
| Q3 2022 | +2,279 | Add 2.32% | 100,709 | $76.01 |
| Q2 2022 | -3,508 | Reduce 3.44% | 98,430 | $84.53 |
| Q1 2022 | -4,151 | Reduce 3.91% | 101,938 | $87.75 |
| Q4 2021 | -5,091 | Reduce 4.58% | 106,089 | $87.47 |
| Q3 2021 | -4,223 | Reduce 3.66% | 111,180 | $81.78 |
| Q2 2021 | -12,301 | Reduce 9.63% | 115,403 | $91.24 |
| Q1 2021 | -2,128 | Reduce 1.64% | 127,704 | $85.48 |
| Q4 2020 | -10,191 | Reduce 7.28% | 129,832 | $94.43 |
| Q3 2020 | -4,098 | Reduce 2.84% | 140,023 | $86.96 |
| Q2 2020 | -7,489 | Reduce 4.94% | 144,121 | $87.34 |
| Q1 2020 | -2,185 | Reduce 1.42% | 151,610 | $82.45 |
| Q4 2019 | -1,345 | Reduce 0.87% | 153,795 | $94.69 |
| Q3 2019 | -4,119 | Reduce 2.59% | 155,140 | $86.90 |
| Q2 2019 | -23,100 | Reduce 12.67% | 159,259 | $91.31 |
| Q1 2019 | -9,638 | Reduce 5.02% | 182,359 | $86.15 |
| Q4 2018 | -9,560 | Reduce 4.74% | 191,997 | $76.89 |
| Q3 2018 | -4,806 | Reduce 2.33% | 201,557 | $77.20 |
| Q2 2018 | -3,039 | Reduce 1.45% | 206,363 | $67.69 |
| Q1 2018 | -1,239 | Reduce 0.59% | 209,402 | $72.44 |
| Q4 2017 | -9,157 | Reduce 4.17% | 210,641 | $75.23 |
| Q3 2017 | +591 | Add 0.27% | 219,798 | $76.93 |
| Q2 2017 | -9,291 | Reduce 4.07% | 219,207 | $74.79 |
| Q1 2017 | -13,216 | Reduce 5.47% | 228,498 | $66.55 |
| Q4 2016 | -3,934 | Reduce 1.60% | 241,714 | $65.27 |
| Q3 2016 | -15,254 | Reduce 5.85% | 245,648 | $70.75 |
| Q2 2016 | -4,331 | Reduce 1.63% | 260,902 | $73.93 |
| Q1 2016 | -5,063 | Reduce 1.87% | 265,233 | $64.91 |
| Q4 2015 | -7,613 | Reduce 2.74% | 270,296 | $77.10 |
| Q3 2015 | -5,797 | Reduce 2.04% | 277,909 | $82.37 |
| Q2 2015 | -6,696 | Reduce 2.31% | 283,706 | $88.12 |
| Q1 2015 | -6,495 | Reduce 2.19% | 290,402 | $88.36 |
| Q4 2014 | -20,028 | Reduce 6.32% | 296,897 | $83.03 |
| Q3 2014 | -5,404 | Reduce 1.68% | 316,925 | $84.34 |
| Q2 2014 | -2,985 | Reduce 0.92% | 322,329 | $81.12 |
| Q1 2014 | -937 | Reduce 0.29% | 325,314 | $76.18 |
| Q4 2013 | -3,293 | Reduce 1.00% | 326,251 | $72.02 |
| Q3 2013 | -898 | Reduce 0.27% | 329,544 | $68.74 |
| Q2 2013 | +330,443 | Add 0.00% | 330,442 | $63.36 |
Tweedy Browne's Novartis Investment FAQs
Tweedy Browne first purchased Novartis AG (NVS) in Q2 2013, acquiring 330,442 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tweedy Browne has held Novartis AG (NVS) for 51 quarters since Q2 2013.
Tweedy Browne's largest addition to Novartis AG (NVS) was in Q2 2013, adding 330,442 shares worth $20.94 M.
According to the latest 13F filing for Q4 2025, Tweedy Browne's firm, Tweedy, Browne Co LLC, owns 74,905 shares of Novartis AG (NVS), valued at approximately $10.33 M.
As of the Q4 2025 filing, Novartis AG (NVS) represents approximately 0.83% of Tweedy Browne's publicly disclosed stock portfolio, making it one of their key holdings.
Tweedy Browne's peak holding in Novartis AG (NVS) was 330,442 shares, as reported at the end of Q2 2013.