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Callan Capital’s Novartis NVS Stock Holding History

Callan Capital’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
Q1 		$1.86M Buy
16,685
+5,366
+47% +$571K 0.14% 74
2024
Q4 		$1.1M Sell
11,319
-950
-8% -$101K 0.08% 103
2024
Q3 		$1.41M Buy
12,269
+3,281
+37% +$372K 0.1% 94
2024
Q2 		$957K Buy
8,988
+1,762
+24% +$177K 0.08% 110
2024
Q1 		$699K Buy
7,226
+2,598
+56% +$266K 0.06% 118
2023
Q4 		$467K Buy
+4,628
New +$447K 0.04% 129

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Callan Capital's NVS Position: Q1 2025 in Review

Callan Capital increased its Novartis (NVS) stake by 47% in Q1 2025, buying an estimated $571K and bringing the position to 16,685 shares worth $1.86M. The position accounts for 0.14% of the portfolio, ranked #74.

Callan Capital first reported a position in NVS in Q4 2023 and has held it in 6 quarters since. 1,357 funds tracked by Wall St. Rank hold NVS as of Q1 2025.

  • Callan Capital held 16,685 shares of Novartis worth $1.86M as of Q1 2025.
  • Callan Capital bought 5,366 Novartis shares in Q1 2025, an estimated $571K.
  • Novartis made up 0.14% of Callan Capital's portfolio in Q1 2025, its #74 holding.
  • Callan Capital first reported a position in Novartis in Q4 2023 and has held it in 6 quarters since.
  • 1,357 funds tracked by Wall St. Rank held Novartis as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.