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Allred Capital Management’s Novartis NVS Stock Holding History

Allred Capital 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
Q4 		– Sell
-1,929
Closed -$247K – 168
2025
Q3 		$247K Buy
+1,929
New +$235K 0.09% 159
2025
Q1 		– Sell
-2,213
Closed -$215K – 171
2024
Q4 		$215K Buy
+2,213
New +$236K 0.08% 170
2024
Q3 		– Sell
-2,246
Closed -$239K – 172
2024
Q2 		$239K Sell
2,246
-3
-0.1% -$301 0.09% 153
2024
Q1 		$218K Sell
2,249
-375
-14% -$38.4K 0.08% 163
2023
Q4 		$265K Sell
2,624
-246
-9% -$23.7K 0.12% 149
2023
Q3 		$292K Hold
2,870
– – 0.15% 122
2023
Q2 		$290K Hold
2,870
– – 0.14% 122
2023
Q1 		$264K Buy
2,870
+26
+0.9% +$2.27K 0.14% 127
2022
Q4 		$258K Hold
2,844
– – 0.14% 128
2022
Q3 		$216K Hold
2,844
– – 0.13% 140
2022
Q2 		$240K Hold
2,844
– – 0.15% 137
2022
Q1 		$249K Buy
2,844
+23
+0.8% +$1.99K 0.13% 152
2021
Q4 		$246K Hold
2,821
– – 0.12% 159
2021
Q3 		$231K Hold
2,821
– – 0.12% 162
2021
Q2 		$257K Sell
2,821
-357
-11% -$31.8K 0.13% 158
2021
Q1 		$272K Sell
3,178
-67
-2% -$6.01K 0.12% 156
2020
Q4 		$306K Sell
3,245
-13
-0.4% -$1.14K 0.17% 133
2020
Q3 		$283K Sell
3,258
-12
-0.4% -$1.04K 0.17% 126
2020
Q2 		$285K Buy
3,270
+29
+0.9% +$2.5K 0.18% 116
2020
Q1 		$267K Buy
3,241
+1
+0% +$89 0.21% 111
2019
Q4 		$307K Sell
3,240
-99
-3% -$8.88K 0.17% 116
2019
Q3 		$287K Sell
3,339
-767
-19% -$68.9K 0.17% 128
2019
Q2 		$378K Sell
4,106
-604
-13% -$51.1K 0.22% 117
2019
Q1 		$400K Buy
+4,710
New +$378K 0.23% 119

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Allred Capital Management's NVS Position: Q4 2025 in Review

Allred Capital Management sold out of Novartis (NVS) in Q4 2025, closing a stake of 1,929 shares — an estimated $247K sold.

Allred Capital Management first reported a position in NVS in Q1 2019 and held it in 24 quarters. The position peaked at $400K in Q1 2019. 1,514 funds tracked by Wall St. Rank hold NVS as of Q4 2025.

  • Allred Capital Management reported no remaining Novartis position as of Q4 2025 after selling out during the quarter.
  • Allred Capital Management sold 1,929 Novartis shares in Q4 2025, an estimated $247K.
  • Allred Capital Management first reported a position in Novartis in Q1 2019 and held it in 24 quarters.
  • Allred Capital Management's Novartis position peaked at $400K in Q1 2019.
  • 1,514 funds tracked by Wall St. Rank held Novartis as of Q4 2025.

Based on Allred Capital Management's 13F filing for Q4 2025, filed 10 Feb 2026.