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Atria Wealth Solutions’s Novartis NVS Stock Holding History

Atria Wealth Solutions’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 		$1.23M Sell
10,113
-14,245
-58% -$1.61M 0.03% 570
2025
Q1 		$2.75M Sell
24,358
-3,345
-12% -$356K 0.03% 521
2024
Q4 		$2.7M Buy
27,703
+3,582
+15% +$382K 0.03% 541
2024
Q3 		$2.77M Sell
24,121
-1,123
-4% -$127K 0.03% 519
2024
Q2 		$2.69M Sell
25,244
-1,108
-4% -$111K 0.03% 531
2024
Q1 		$2.59M Buy
26,352
+678
+3% +$69.5K 0.03% 550
2023
Q4 		$2.59M Buy
25,674
+3,635
+16% +$351K 0.03% 521
2023
Q3 		$2.24M Sell
22,039
-3,323
-13% -$337K 0.03% 521
2023
Q2 		$2.56M Buy
25,362
+255
+1% +$25.5K 0.03% 488
2023
Q1 		$2.31M Sell
25,107
-1,015
-4% -$88.6K 0.03% 498
2022
Q4 		$2.37M Buy
26,122
+2,526
+11% +$213K 0.04% 452
2022
Q3 		$1.79M Sell
23,596
-1,764
-7% -$146K 0.03% 524
2022
Q2 		$2.14M Buy
25,360
+8,801
+53% +$772K 0.04% 422
2022
Q1 		$1.45M Buy
+16,559
New +$1.43M 0.02% 584

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Atria Wealth Solutions's NVS Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Novartis (NVS) stake by 58% in Q2 2025, selling an estimated $1.61M and leaving 10,113 shares worth $1.23M. The position accounts for 0.03% of the portfolio, ranked #570.

Atria Wealth Solutions first reported a position in NVS in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.77M in Q3 2024. 1,384 funds tracked by Wall St. Rank hold NVS as of Q2 2025.

  • Atria Wealth Solutions held 10,113 shares of Novartis worth $1.23M as of Q2 2025.
  • Atria Wealth Solutions sold 14,245 Novartis shares in Q2 2025, an estimated $1.61M.
  • Novartis made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #570 holding.
  • Atria Wealth Solutions first reported a position in Novartis in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Novartis position peaked at $2.77M in Q3 2024.
  • 1,384 funds tracked by Wall St. Rank held Novartis as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.