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Brady Family Wealth’s Novartis NVS Stock Holding History

Brady Family 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
Q3 		– Sell
-2,831
Closed -$343K – 115
2025
Q2 		$343K Hold
2,831
– – 0.11% 90
2025
Q1 		$316K Hold
2,831
– – 0.1% 95
2024
Q4 		$275K Sell
2,831
-429
-13% -$45.7K 0.08% 99
2024
Q3 		$375K Hold
3,260
– – 0.11% 95
2024
Q2 		$347K Hold
3,260
– – 0.11% 95
2024
Q1 		$315K Hold
3,260
– – 0.1% 101
2023
Q4 		$329K Sell
3,260
-110
-3% -$10.6K 0.11% 97
2023
Q3 		$343K Buy
3,370
+110
+3% +$11.2K 0.13% 93
2023
Q2 		$329K Hold
3,260
– – 0.12% 97
2023
Q1 		$300K Buy
3,260
+550
+20% +$48K 0.12% 101
2022
Q4 		$246K Buy
+2,710
New +$228K 0.1% 107

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

Brady Family Wealth's NVS Position: Q3 2025 in Review

Brady Family Wealth sold out of Novartis (NVS) in Q3 2025, closing a stake of 2,831 shares — an estimated $343K sold.

Brady Family Wealth first reported a position in NVS in Q4 2022 and held it in 11 quarters. The position peaked at $375K in Q3 2024. 1,400 funds tracked by Wall St. Rank hold NVS as of Q3 2025.

  • Brady Family Wealth reported no remaining Novartis position as of Q3 2025 after selling out during the quarter.
  • Brady Family Wealth sold 2,831 Novartis shares in Q3 2025, an estimated $343K.
  • Brady Family Wealth first reported a position in Novartis in Q4 2022 and held it in 11 quarters.
  • Brady Family Wealth's Novartis position peaked at $375K in Q3 2024.
  • 1,400 funds tracked by Wall St. Rank held Novartis as of Q3 2025.

Based on Brady Family Wealth's 13F filing for Q3 2025, filed 9 Oct 2025.