Beddow Capital Management’s Novartis NVS Stock Holding History

Beddow Capital 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 Q4	$681K	Buy	4,940 +490	+11%	+$64.2K	0.26%	37
2025 Q3	$571K	Sell	4,450 -15	-0.3%	-$1.83K	0.21%	42
2025 Q2	$540K	Hold	4,465	–	–	0.21%	39
2025 Q1	$498K	Sell	4,465 -125	-3%	-$13.3K	0.19%	40
2024 Q4	$447K	Buy	4,590 +1,350	+42%	+$144K	0.18%	45
2024 Q3	$373K	Hold	3,240	–	–	0.15%	50
2024 Q2	$345K	Hold	3,240	–	–	0.15%	51
2024 Q1	$313K	Sell	3,240 -1,000	-24%	-$103K	0.14%	53
2023 Q4	$428K	Hold	4,240	–	–	0.2%	43
2023 Q3	$432K	Hold	4,240	–	–	0.21%	43
2023 Q2	$428K	Hold	4,240	–	–	0.22%	44
2023 Q1	$390K	Sell	4,240 -1,125	-21%	-$98.3K	0.2%	42
2022 Q4	$487K	Hold	5,365	–	–	0.25%	38
2022 Q3	$408K	Sell	5,365 -250	-4%	-$20.7K	0.25%	41
2022 Q2	$475K	Buy	5,615 +315	+6%	+$27.6K	0.28%	40
2022 Q1	$465K	Buy	+5,300	New	+$459K	0.25%	43

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Beddow Capital Management's NVS Position: Q4 2025 in Review

Beddow Capital Management increased its Novartis (NVS) stake by 11% in Q4 2025, buying an estimated $64.2K and bringing the position to 4,940 shares worth $681K. The position accounts for 0.26% of the portfolio, ranked #37.

Beddow Capital Management first reported a position in NVS in Q1 2022 and has held it in 16 quarters since. 1,508 funds tracked by Wall St. Rank hold NVS as of Q4 2025.

Beddow Capital Management held 4,940 shares of Novartis worth $681K as of Q4 2025.
Beddow Capital Management bought 490 Novartis shares in Q4 2025, an estimated $64.2K.
Novartis made up 0.26% of Beddow Capital Management's portfolio in Q4 2025, its #37 holding.
Beddow Capital Management first reported a position in Novartis in Q1 2022 and has held it in 16 quarters since.
1,508 funds tracked by Wall St. Rank held Novartis as of Q4 2025.

Based on Beddow Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.