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Capital A Wealth Management’s Novartis NVS Stock Holding History

Capital A Wealth 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
Q2 		– Sell
-229
Closed -$25.5K – 714
2025
Q1 		$25.5K Hold
229
– – 0.03% 206
2024
Q4 		$22.3K Buy
+229
New +$24.4K 0.04% 220

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 $336B AUM 34.66% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital A Wealth Management's NVS Position: Q2 2025 in Review

Capital A Wealth Management sold out of Novartis (NVS) in Q2 2025, closing a stake of 229 shares — an estimated $25.5K sold.

Capital A Wealth Management first reported a position in NVS in Q4 2024 and held it in 2 quarters. The position peaked at $25.5K in Q1 2025. 1,384 funds tracked by Wall St. Rank hold NVS as of Q2 2025.

  • Capital A Wealth Management reported no remaining Novartis position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 229 Novartis shares in Q2 2025, an estimated $25.5K.
  • Capital A Wealth Management first reported a position in Novartis in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Novartis position peaked at $25.5K in Q1 2025.
  • 1,384 funds tracked by Wall St. Rank held Novartis as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.