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Aberdeen Wealth Management’s Novartis NVS Stock Holding History

Aberdeen Wealth Management’s Portfolio NVS Stock Details NVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-12,030
Closed -$1.34M – 167
2025
Q1 		$1.34M Hold
12,030
– – 0.93% 28
2024
Q4 		$1.17M Sell
12,030
-700
-5% -$74.6K 0.8% 29
2024
Q3 		$1.46M Sell
12,730
-1,000
-7% -$113K 0.96% 23
2024
Q2 		$1.46M Sell
13,730
-810
-6% -$81.3K 0.99% 25
2024
Q1 		$1.41M Buy
14,540
+800
+6% +$82K 0.82% 32
2023
Q4 		$1.39M Sell
13,740
-800
-6% -$77.2K 1.01% 25
2023
Q3 		$1.48M Sell
14,540
-100
-0.7% -$10.2K 1.12% 23
2023
Q2 		$1.48M Hold
14,640
– – 1.07% 25
2023
Q1 		$1.35M Hold
14,640
– – 1% 26
2022
Q4 		$1.33M Hold
14,640
– – 1% 27
2022
Q3 		$1.11M Sell
14,640
-2
-0% -$166 0.98% 28
2022
Q2 		$1.24M Sell
14,642
-71
-0.5% -$6.23K 0.98% 27
2022
Q1 		$1.29M Hold
14,713
– – 0.88% 30
2021
Q4 		$1.29M Sell
14,713
-94
-0.6% -$7.8K 0.84% 33
2021
Q3 		$1.21M Sell
14,807
-466
-3% -$41.9K 1.17% 25
2021
Q2 		$1.39M Buy
15,273
+85
+0.6% +$7.57K 1.29% 22
2021
Q1 		$1.3M Sell
15,188
-75
-0.5% -$6.73K 1.03% 27
2020
Q4 		$1.44M Hold
15,263
– – 1.09% 25
2020
Q3 		$1.33M Sell
15,263
-408
-3% -$35.3K 1.26% 22
2020
Q2 		$1.37M Buy
15,671
+365
+2% +$31.5K 1.47% 17
2020
Q1 		$1.26M Sell
15,306
-175
-1% -$15.6K 1.53% 15
2019
Q4 		$1.47M Buy
+15,481
New +$1.39M 1.09% 19

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Aberdeen Wealth Management's NVS Position: Q2 2025 in Review

Aberdeen Wealth Management sold out of Novartis (NVS) in Q2 2025, closing a stake of 12,030 shares — an estimated $1.34M sold.

Aberdeen Wealth Management first reported a position in NVS in Q4 2019 and held it in 22 quarters. The position peaked at $1.48M in Q3 2023. 1,383 funds tracked by Wall St. Rank hold NVS as of Q2 2025.

  • Aberdeen Wealth Management reported no remaining Novartis position as of Q2 2025 after selling out during the quarter.
  • Aberdeen Wealth Management sold 12,030 Novartis shares in Q2 2025, an estimated $1.34M.
  • Aberdeen Wealth Management first reported a position in Novartis in Q4 2019 and held it in 22 quarters.
  • Aberdeen Wealth Management's Novartis position peaked at $1.48M in Q3 2023.
  • 1,383 funds tracked by Wall St. Rank held Novartis as of Q2 2025.

Based on Aberdeen Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.