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Alaska Permanent Fund’s Novartis NVS Stock Holding History

Alaska Permanent Fund’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
-2,673
Closed -$303K – 302
2025
Q1 		$303K Hold
2,673
– – ﹤0.01% 405
2024
Q4 		$260K Hold
2,673
– – ﹤0.01% 413
2024
Q3 		$307K Hold
2,673
– – ﹤0.01% 410
2024
Q2 		$298K Buy
2,673
+30
+1% +$3.01K ﹤0.01% 413
2024
Q1 		$256K Buy
+2,643
New +$271K ﹤0.01% 437

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

Alaska Permanent Fund's NVS Position: Q2 2025 in Review

Alaska Permanent Fund sold out of Novartis (NVS) in Q2 2025, closing a stake of 2,673 shares — an estimated $303K sold.

Alaska Permanent Fund first reported a position in NVS in Q1 2024 and held it in 5 quarters. The position peaked at $307K in Q3 2024. 1,383 funds tracked by Wall St. Rank hold NVS as of Q2 2025.

  • Alaska Permanent Fund reported no remaining Novartis position as of Q2 2025 after selling out during the quarter.
  • Alaska Permanent Fund sold 2,673 Novartis shares in Q2 2025, an estimated $303K.
  • Alaska Permanent Fund first reported a position in Novartis in Q1 2024 and held it in 5 quarters.
  • Alaska Permanent Fund's Novartis position peaked at $307K in Q3 2024.
  • 1,383 funds tracked by Wall St. Rank held Novartis as of Q2 2025.

Based on Alaska Permanent Fund's 13F filing for Q2 2025, filed 14 Aug 2025.