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Arete Wealth Advisors’s Novartis NVS Stock Holding History

Arete Wealth 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
Q4 		– Sell
-3,614
Closed -$463K – 630
2025
Q3 		$463K Buy
3,614
+16
+0.4% +$1.95K 0.03% 466
2025
Q2 		$435K Buy
3,598
+268
+8% +$30.2K 0.03% 450
2025
Q1 		$371K Sell
3,330
-277
-8% -$29.5K 0.03% 472
2024
Q4 		$351K Buy
3,607
+87
+2% +$9.28K 0.03% 511
2024
Q3 		$405K Sell
3,520
-2,268
-39% -$257K 0.03% 426
2024
Q2 		$616K Buy
+5,788
New +$581K 0.05% 347
2024
Q1 		– Sell
-5,931
Closed -$596K – 619
2023
Q4 		$596K Buy
+5,931
New +$572K 0.05% 363
2023
Q3 		– Sell
-3,334
Closed -$336K – 638
2023
Q2 		$336K Sell
3,334
-169
-5% -$16.9K 0.03% 462
2023
Q1 		$322K Sell
3,503
-73
-2% -$6.38K 0.03% 454
2022
Q4 		$324K Sell
3,576
-174
-5% -$14.7K 0.03% 435
2022
Q3 		$285K Buy
+3,750
New +$311K 0.03% 413
2022
Q2 		– Sell
-3,530
Closed -$310K – 531
2022
Q1 		$310K Sell
3,530
-271
-7% -$23.5K 0.03% 371
2021
Q4 		$333K Buy
3,801
+756
+25% +$62.8K 0.03% 369
2021
Q3 		$249K Sell
3,045
-400
-12% -$36K 0.03% 363
2021
Q2 		$207K Buy
3,445
+124
+4% +$11K 0.03% 331
2021
Q1 		$284K Buy
3,321
+521
+19% +$46.8K 0.04% 329
2020
Q4 		$264K Sell
2,800
-6,617
-70% -$578K 0.04% 329
2020
Q3 		$824K Buy
9,417
+223
+2% +$19.3K 0.12% 168
2020
Q2 		$803K Buy
9,194
+905
+11% +$78.1K 0.14% 170
2020
Q1 		$683K Buy
8,289
+345
+4% +$30.8K 0.13% 162
2019
Q4 		$752K Sell
7,944
-277
-3% -$24.9K 0.13% 184
2019
Q3 		$714K Buy
8,221
+335
+4% +$30.1K 0.14% 178
2019
Q2 		$720K Sell
7,886
-349
-4% -$29.5K 0.14% 173
2019
Q1 		$709K Buy
8,235
+2,413
+41% +$194K 0.15% 172
2018
Q4 		$448K Buy
+5,822
New +$453K 0.11% 204

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

Arete Wealth Advisors's NVS Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Novartis (NVS) in Q4 2025, closing a stake of 3,614 shares — an estimated $463K sold.

Arete Wealth Advisors first reported a position in NVS in Q4 2018 and held it in 25 quarters. The position peaked at $824K in Q3 2020. 1,512 funds tracked by Wall St. Rank hold NVS as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Novartis position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 3,614 Novartis shares in Q4 2025, an estimated $463K.
  • Arete Wealth Advisors first reported a position in Novartis in Q4 2018 and held it in 25 quarters.
  • Arete Wealth Advisors's Novartis position peaked at $824K in Q3 2020.
  • 1,512 funds tracked by Wall St. Rank held Novartis as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.