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Atticus Wealth Management’s Novartis NVS Stock Holding History

Atticus Wealth 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
Q3 		– Sell
-383
Closed -$46.3K – 482
2025
Q2 		$46.3K Buy
+383
New +$43.2K 0.01% 320
2020
Q1 		– Sell
-24
Closed -$2K – 389
2019
Q4 		$2K Buy
+24
New +$2.15K ﹤0.01% 283

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Atticus Wealth Management's NVS Position: Q3 2025 in Review

Atticus Wealth Management sold out of Novartis (NVS) in Q3 2025, closing a stake of 383 shares — an estimated $46.3K sold.

Atticus Wealth Management first reported a position in NVS in Q4 2019 and held it in 2 quarters. The position peaked at $46.3K in Q2 2025. 1,400 funds tracked by Wall St. Rank hold NVS as of Q3 2025.

  • Atticus Wealth Management reported no remaining Novartis position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 383 Novartis shares in Q3 2025, an estimated $46.3K.
  • Atticus Wealth Management first reported a position in Novartis in Q4 2019 and held it in 2 quarters.
  • Atticus Wealth Management's Novartis position peaked at $46.3K in Q2 2025.
  • 1,400 funds tracked by Wall St. Rank held Novartis as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.