Beacon Capital Management LLC (Tennessee)’s Novartis NVS Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	-245	Closed	-$29.6K	–	724
2025 Q2	$29.6K	Sell	245 -90	-27%	-$10.1K	﹤0.01%	424
2025 Q1	$37.3K	Hold	335	–	–	0.01%	366
2024 Q4	$32.6K	Hold	335	–	–	﹤0.01%	375
2024 Q3	$38.5K	Buy	335 +31	+10%	+$3.52K	0.01%	365
2024 Q2	$32.4K	Sell	304 -50	-14%	-$5.02K	0.01%	363
2024 Q1	$34.2K	Buy	354 +212	+149%	+$21.7K	0.01%	360
2023 Q4	$14.5K	Hold	142	–	–	﹤0.01%	438
2023 Q3	$14.3K	Hold	142	–	–	﹤0.01%	470
2023 Q2	$14.3K	Hold	142	–	–	﹤0.01%	470
2023 Q1	$13.1K	Hold	142	–	–	﹤0.01%	440
2022 Q4	$12.9K	Hold	142	–	–	﹤0.01%	451
2022 Q3	$12K	Sell	142 -60	-30%	-$4.97K	﹤0.01%	447
2022 Q2	$17K	Hold	202	–	–	﹤0.01%	432
2022 Q1	$17K	Buy	+202	New	+$17.5K	﹤0.01%	432

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

Beacon Capital Management LLC (Tennessee)'s NVS Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Novartis (NVS) in Q3 2025, closing a stake of 245 shares — an estimated $29.6K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in NVS in Q1 2022 and held it in 14 quarters. The position peaked at $38.5K in Q3 2024. 1,401 funds tracked by Wall St. Rank hold NVS as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Novartis position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 245 Novartis shares in Q3 2025, an estimated $29.6K.
Beacon Capital Management LLC (Tennessee) first reported a position in Novartis in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Novartis position peaked at $38.5K in Q3 2024.
1,401 funds tracked by Wall St. Rank held Novartis as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.