BA
NVS icon

Bellwether Advisors’s Novartis NVS Stock Holding History

Bellwether Advisors’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
-389
Closed -$47.1K – 425
2025
Q2 		$47.1K Hold
389
– – 0.01% 229
2025
Q1 		$43.4K Hold
389
– – 0.01% 227
2024
Q4 		$37.9K Buy
+389
New +$41.5K 0.01% 245
2023
Q1 		– Sell
-6
Closed -$544 – 523
2022
Q4 		$544 Buy
+6
New +$505 ﹤0.01% 396

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

Bellwether Advisors's NVS Position: Q3 2025 in Review

Bellwether Advisors sold out of Novartis (NVS) in Q3 2025, closing a stake of 389 shares — an estimated $47.1K sold.

Bellwether Advisors first reported a position in NVS in Q4 2022 and held it in 4 quarters. The position peaked at $47.1K in Q2 2025. 1,400 funds tracked by Wall St. Rank hold NVS as of Q3 2025.

  • Bellwether Advisors reported no remaining Novartis position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 389 Novartis shares in Q3 2025, an estimated $47.1K.
  • Bellwether Advisors first reported a position in Novartis in Q4 2022 and held it in 4 quarters.
  • Bellwether Advisors's Novartis position peaked at $47.1K in Q2 2025.
  • 1,400 funds tracked by Wall St. Rank held Novartis as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.