Barrett & Company’s Novartis NVS Stock Holding History

Barrett & Company’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	-260	Closed	-$31.5K	–	652
2025 Q2	$31.5K	Buy	+260	New	+$29.3K	0.01%	356

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Barrett & Company's NVS Position: Q3 2025 in Review

Barrett & Company sold out of Novartis (NVS) in Q3 2025, closing a stake of 260 shares — an estimated $31.5K sold.

Barrett & Company first reported a position in NVS in Q2 2025 and held it in 1 quarter. The position peaked at $31.5K in Q2 2025. 1,400 funds tracked by Wall St. Rank hold NVS as of Q3 2025.

Barrett & Company reported no remaining Novartis position as of Q3 2025 after selling out during the quarter.
Barrett & Company sold 260 Novartis shares in Q3 2025, an estimated $31.5K.
Barrett & Company first reported a position in Novartis in Q2 2025 and held it in 1 quarter.
Barrett & Company's Novartis position peaked at $31.5K in Q2 2025.
1,400 funds tracked by Wall St. Rank held Novartis as of Q3 2025.

Based on Barrett & Company's 13F filing for Q3 2025, filed 31 Oct 2025.