Bank Julius Baer & Co
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Bank Julius Baer & Co’s Novartis NVS Stock Holding History

Bank Julius Baer & Co’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
-2,000
Closed -$256K – 694
2025
Q3 		$256K Hold
2,000
– – ﹤0.01% 469
2025
Q2 		$242K Hold
2,000
– – ﹤0.01% 432
2025
Q1 		$223K Buy
2,000
+188
+10% +$20K ﹤0.01% 419
2024
Q4 		$195K Buy
+1,812
New +$193K ﹤0.01% 432

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

Bank Julius Baer & Co's NVS Position: Q4 2025 in Review

Bank Julius Baer & Co sold out of Novartis (NVS) in Q4 2025, closing a stake of 2,000 shares — an estimated $256K sold.

Bank Julius Baer & Co first reported a position in NVS in Q4 2024 and held it in 4 quarters. The position peaked at $256K in Q3 2025. 1,515 funds tracked by Wall St. Rank hold NVS as of Q4 2025.

  • Bank Julius Baer & Co reported no remaining Novartis position as of Q4 2025 after selling out during the quarter.
  • Bank Julius Baer & Co sold 2,000 Novartis shares in Q4 2025, an estimated $256K.
  • Bank Julius Baer & Co first reported a position in Novartis in Q4 2024 and held it in 4 quarters.
  • Bank Julius Baer & Co's Novartis position peaked at $256K in Q3 2025.
  • 1,515 funds tracked by Wall St. Rank held Novartis as of Q4 2025.

Based on Bank Julius Baer & Co's 13F filing for Q4 2025, filed 5 Feb 2026.