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Accredited Wealth Management’s Novartis NVS Stock Holding History

Accredited 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
Q3 		$70.5K Sell
50
-500
-91% -$61K 0.05% 120
2025
Q2 		$66.6K Sell
550
-75
-12% -$8.45K 0.05% 118
2025
Q1 		$72.1K Hold
625
– – 0.06% 108
2024
Q4 		$60.8K Buy
+625
New +$66.6K 0.05% 128

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Accredited Wealth Management's NVS Position: Q3 2025 in Review

Accredited Wealth Management reduced its Novartis (NVS) stake by 91% in Q3 2025, selling an estimated $61K and leaving 50 shares worth $70.5K. The position accounts for 0.05% of the portfolio, ranked #120.

Accredited Wealth Management first reported a position in NVS in Q4 2024 and has held it in 4 quarters since. The position peaked at $72.1K in Q1 2025. 1,400 funds tracked by Wall St. Rank hold NVS as of Q3 2025.

  • Accredited Wealth Management held 50 shares of Novartis worth $70.5K as of Q3 2025.
  • Accredited Wealth Management sold 500 Novartis shares in Q3 2025, an estimated $61K.
  • Novartis made up 0.05% of Accredited Wealth Management's portfolio in Q3 2025, its #120 holding.
  • Accredited Wealth Management first reported a position in Novartis in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's Novartis position peaked at $72.1K in Q1 2025.
  • 1,400 funds tracked by Wall St. Rank held Novartis as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.