NVS d 25775 Novartis AG 1001101

Ownership history in ALBERT D MASON INC  ·  90 quarters on record

AI Ownership Summary

ALBERT D MASON INC reported d 25775 Novartis AG 1001101 (NVS) in 90 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.32% in 2025 Q4. The latest visible filing shows NVS at 2.32% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NVS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ALBERT D MASON INC's position in d 25775 Novartis AG 1001101, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

NVS was reported at 2.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.32% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ALBERT D MASON INC held NVS — position size vs. price
% of Fund (quarterly)    NVS price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 25,587 +88 +0.3% 2.32% $3.5M 2026-02-14 (Est.) $158.28
2025 Q3 ADDED 25,499 +1,135 +4.7% 2.13% $3.3M 2025-10-15 $126.13
2025 Q2 REDUCED 24,364 -1,664 -6.4% 2.13% $2.9M 2025-07-29 $113.76
2025 Q1 ADDED 26,028 +12,774 +96.4% 1.97% $2.9M 2025-04-16 $106.34
2024 Q4 REDUCED 13,254 -223 -1.7% 0.86% $1.3M 2025-01-15 $92.70
2024 Q3 REDUCED 13,477 -74 -0.5% 0.99% $1.6M 2024-10-22 $106.96
2024 Q2 ADDED 13,551 +63 +0.5% 0.97% $1.4M 2024-07-16 $103.42
2024 Q1 ADDED 13,488 +17 +0.1% 0.81% $1.3M 2024-04-24 $92.02
2023 Q4 REDUCED 13,471 -30 -0.2% 0.90% $1.4M 2024-01-03 $94.50
81 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ALBERT D MASON INC and NVS

These are the practical questions this page is built to answer before you even open the full history table.

How long has ALBERT D MASON INC reported owning NVS?

ALBERT D MASON INC reported NVS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported NVS position in ALBERT D MASON INC's portfolio?

The largest reported portfolio weight for NVS was 2.32% in 2025 Q4.

What is the latest reported NVS position on this page?

The most recent filing on this page is 2025 Q4, when ALBERT D MASON INC reported 25,587 shares, equal to 2.32% of portfolio, with an estimated market value of $3.5M.

What does the chart on this NVS ownership page compare?

The chart compares ALBERT D MASON INC's quarterly NVS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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