Adero Partners’s Novartis NVS Stock Holding History

Adero Partners’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 Q1	$404K	Buy	3,620 +1,053	+41%	+$112K	0.03%	143
2024 Q4	$250K	Sell	2,567 -240	-9%	-$25.6K	0.02%	198
2024 Q3	$323K	Buy	2,807 +874	+45%	+$99.2K	0.02%	161
2024 Q2	$206K	Buy	+1,933	New	+$194K	0.02%	196
2020 Q2	–	Sell	-3,844	Closed	-$317K	–	80
2020 Q1	$317K	Buy	+3,844	New	+$343K	0.52%	44

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Adero Partners's NVS Position: Q1 2025 in Review

Adero Partners increased its Novartis (NVS) stake by 41% in Q1 2025, buying an estimated $112K and bringing the position to 3,620 shares worth $404K. The position accounts for 0.03% of the portfolio, ranked #143.

Adero Partners first reported a position in NVS in Q1 2020 and has held it in 5 quarters since. 1,357 funds tracked by Wall St. Rank hold NVS as of Q1 2025.

Adero Partners held 3,620 shares of Novartis worth $404K as of Q1 2025.
Adero Partners bought 1,053 Novartis shares in Q1 2025, an estimated $112K.
Novartis made up 0.03% of Adero Partners's portfolio in Q1 2025, its #143 holding.
Adero Partners first reported a position in Novartis in Q1 2020 and has held it in 5 quarters since.
1,357 funds tracked by Wall St. Rank held Novartis as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.