Apexium Financial’s Novartis NVS Stock Holding History

Apexium Financial’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 Q3	$338K	Buy	2,634 +21	+0.8%	+$2.56K	0.02%	232
2025 Q2	$316K	Buy	2,613 +469	+22%	+$52.9K	0.02%	227
2025 Q1	$239K	Buy	+2,144	New	+$228K	0.01%	249
2024 Q4	–	Sell	-1,902	Closed	-$219K	–	264
2024 Q3	$219K	Hold	1,902	–	–	0.01%	218
2024 Q2	$202K	Buy	+1,902	New	+$191K	0.01%	216
2024 Q1	–	Sell	-6,952	Closed	-$702K	–	269
2023 Q4	$702K	Buy	6,952 +4,891	+237%	+$472K	0.05%	149
2023 Q3	$210K	Hold	2,061	–	–	0.02%	198
2023 Q2	$208K	Buy	+2,061	New	+$206K	0.02%	207

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Apexium Financial's NVS Position: Q3 2025 in Review

Apexium Financial increased its Novartis (NVS) stake by 0.8% in Q3 2025, buying an estimated $2.56K and bringing the position to 2,634 shares worth $338K. The position accounts for 0.02% of the portfolio, ranked #232.

Apexium Financial first reported a position in NVS in Q2 2023 and has held it in 8 quarters since. The position peaked at $702K in Q4 2023. 1,400 funds tracked by Wall St. Rank hold NVS as of Q3 2025.

Apexium Financial held 2,634 shares of Novartis worth $338K as of Q3 2025.
Apexium Financial bought 21 Novartis shares in Q3 2025, an estimated $2.56K.
Novartis made up 0.02% of Apexium Financial's portfolio in Q3 2025, its #232 holding.
Apexium Financial first reported a position in Novartis in Q2 2023 and has held it in 8 quarters since.
Apexium Financial's Novartis position peaked at $702K in Q4 2023.
1,400 funds tracked by Wall St. Rank held Novartis as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.