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Aigen Investment Management’s Novartis NVS Stock Holding History

Aigen Investment 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
Q1 		– Sell
-2,394
Closed -$233K – 946
2024
Q4 		$233K Buy
+2,394
New +$255K 0.04% 560
2022
Q1 		– Sell
-26,905
Closed -$2.2M – 916
2021
Q4 		$2.2M Sell
26,905
-26,551
-50% -$2.2M 0.14% 201
2021
Q3 		$4.37M Buy
+53,456
New +$4.81M 0.84% 26
2021
Q2 		– Sell
-3,129
Closed -$267K – 653
2021
Q1 		$267K Buy
+3,129
New +$281K 0.04% 454
2020
Q1 		– Sell
-2
Closed – – 1470
2019
Q4 		$0 Buy
+2
New +$179 ﹤0.01% 1131

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Aigen Investment Management's NVS Position: Q1 2025 in Review

Aigen Investment Management sold out of Novartis (NVS) in Q1 2025, closing a stake of 2,394 shares — an estimated $233K sold.

Aigen Investment Management first reported a position in NVS in Q4 2019 and held it in 5 quarters. The position peaked at $4.37M in Q3 2021. 1,356 funds tracked by Wall St. Rank hold NVS as of Q1 2025.

  • Aigen Investment Management reported no remaining Novartis position as of Q1 2025 after selling out during the quarter.
  • Aigen Investment Management sold 2,394 Novartis shares in Q1 2025, an estimated $233K.
  • Aigen Investment Management first reported a position in Novartis in Q4 2019 and held it in 5 quarters.
  • Aigen Investment Management's Novartis position peaked at $4.37M in Q3 2021.
  • 1,356 funds tracked by Wall St. Rank held Novartis as of Q1 2025.

Based on Aigen Investment Management's 13F filing for Q1 2025, filed 12 May 2025.