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Blue Barn Wealth’s Novartis NVS Stock Holding History

Blue Barn Wealth’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
-2,277
Closed -$292K – 124
2025
Q3 		$292K Buy
2,277
+92
+4% +$11.2K 0.13% 113
2025
Q2 		$264K Sell
2,185
-1
-0% -$113 0.12% 128
2025
Q1 		$244K Buy
2,186
+26
+1% +$2.77K 0.13% 126
2024
Q4 		$210K Buy
2,160
+52
+2% +$5.54K 0.11% 138
2024
Q3 		$242K Buy
2,108
+102
+5% +$11.6K 0.12% 127
2024
Q2 		$214K Buy
+2,006
New +$201K 0.12% 124

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Blue Barn Wealth's NVS Position: Q4 2025 in Review

Blue Barn Wealth sold out of Novartis (NVS) in Q4 2025, closing a stake of 2,277 shares — an estimated $292K sold.

Blue Barn Wealth first reported a position in NVS in Q2 2024 and held it in 6 quarters. The position peaked at $292K in Q3 2025. 1,508 funds tracked by Wall St. Rank hold NVS as of Q4 2025.

  • Blue Barn Wealth reported no remaining Novartis position as of Q4 2025 after selling out during the quarter.
  • Blue Barn Wealth sold 2,277 Novartis shares in Q4 2025, an estimated $292K.
  • Blue Barn Wealth first reported a position in Novartis in Q2 2024 and held it in 6 quarters.
  • Blue Barn Wealth's Novartis position peaked at $292K in Q3 2025.
  • 1,508 funds tracked by Wall St. Rank held Novartis as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.