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Aspetuck Financial Management’s Novartis NVS Stock Holding History

Aspetuck Financial 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
Q1 		– Sell
-85
Closed -$8.27K – 142
2024
Q4 		$8.27K Buy
+85
New +$9.06K 0.01% 173

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Aspetuck Financial Management's NVS Position: Q1 2025 in Review

Aspetuck Financial Management sold out of Novartis (NVS) in Q1 2025, closing a stake of 85 shares — an estimated $8.27K sold.

Aspetuck Financial Management first reported a position in NVS in Q4 2024 and held it in 1 quarter. The position peaked at $8.27K in Q4 2024. 1,356 funds tracked by Wall St. Rank hold NVS as of Q1 2025.

  • Aspetuck Financial Management reported no remaining Novartis position as of Q1 2025 after selling out during the quarter.
  • Aspetuck Financial Management sold 85 Novartis shares in Q1 2025, an estimated $8.27K.
  • Aspetuck Financial Management first reported a position in Novartis in Q4 2024 and held it in 1 quarter.
  • Aspetuck Financial Management's Novartis position peaked at $8.27K in Q4 2024.
  • 1,356 funds tracked by Wall St. Rank held Novartis as of Q1 2025.

Based on Aspetuck Financial Management's 13F filing for Q1 2025, filed 23 Apr 2025.