Atala Financial’s Novartis NVS Stock Holding History

Atala 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 Q2	–	Sell	-98	Closed	-$10.9K	–	344
2025 Q1	$10.9K	Hold	98	–	–	0.01%	310
2024 Q4	$9.54K	Buy	+98	New	+$10.4K	0.01%	331

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Atala Financial's NVS Position: Q2 2025 in Review

Atala Financial sold out of Novartis (NVS) in Q2 2025, closing a stake of 98 shares — an estimated $10.9K sold.

Atala Financial first reported a position in NVS in Q4 2024 and held it in 2 quarters. The position peaked at $10.9K in Q1 2025. 1,383 funds tracked by Wall St. Rank hold NVS as of Q2 2025.

Atala Financial reported no remaining Novartis position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 98 Novartis shares in Q2 2025, an estimated $10.9K.
Atala Financial first reported a position in Novartis in Q4 2024 and held it in 2 quarters.
Atala Financial's Novartis position peaked at $10.9K in Q1 2025.
1,383 funds tracked by Wall St. Rank held Novartis as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.