Angeles Investment Advisors’s Novartis NVS Stock Holding History

Angeles Investment Advisors’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	-2,254	Closed	-$219K	–	147
2024 Q4	$219K	Sell	2,254 -205	-8%	-$21.9K	0.01%	177
2024 Q3	$283K	Hold	2,459	–	–	0.01%	170
2024 Q2	$262K	Sell	2,459 -1,188	-33%	-$119K	0.01%	173
2024 Q1	$353K	Buy	3,647 +616	+20%	+$63.2K	0.02%	153
2023 Q4	$306K	Buy	3,031 +201	+7%	+$19.4K	0.02%	149
2023 Q3	$288K	Sell	2,830 -686	-20%	-$69.6K	0.02%	140
2023 Q2	$355K	Hold	3,516	–	–	0.03%	99
2023 Q1	$323K	Buy	+3,516	New	+$307K	0.03%	101
2022 Q1	–	Sell	-4,482	Closed	-$392K	–	184
2021 Q4	$392K	Buy	+4,482	New	+$372K	0.02%	144

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

Angeles Investment Advisors's NVS Position: Q1 2025 in Review

Angeles Investment Advisors sold out of Novartis (NVS) in Q1 2025, closing a stake of 2,254 shares — an estimated $219K sold.

Angeles Investment Advisors first reported a position in NVS in Q4 2021 and held it in 9 quarters. The position peaked at $392K in Q4 2021. 1,356 funds tracked by Wall St. Rank hold NVS as of Q1 2025.

Angeles Investment Advisors reported no remaining Novartis position as of Q1 2025 after selling out during the quarter.
Angeles Investment Advisors sold 2,254 Novartis shares in Q1 2025, an estimated $219K.
Angeles Investment Advisors first reported a position in Novartis in Q4 2021 and held it in 9 quarters.
Angeles Investment Advisors's Novartis position peaked at $392K in Q4 2021.
1,356 funds tracked by Wall St. Rank held Novartis as of Q1 2025.

Based on Angeles Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.