Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s Novartis NVS Stock Holding History

Capital Fund Management (CFM)’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
-11,177
Closed -$1.26M – 2471
2025
Q1 		$1.25M Buy
+11,177
New +$1.19M ﹤0.01% 1589
2021
Q1 		– Sell
-11,996
Closed -$1.13M – 1516
2020
Q4 		$1.13M Sell
11,996
-8,117
-40% -$709K 0.01% 955
2020
Q3 		$1.75M Sell
20,113
-61,303
-75% -$5.31M 0.02% 675
2020
Q2 		$7.11M Sell
81,416
-79,987
-50% -$6.9M 0.11% 244
2020
Q1 		$13.3M Sell
161,403
-14,133
-8% -$1.26M 0.21% 144
2019
Q4 		$16.6M Buy
175,536
+120,174
+217% +$10.8M 0.13% 199
2019
Q3 		$4.81M Buy
+55,362
New +$4.97M 0.04% 493
2018
Q4 		– Sell
-254,727
Closed -$19.8M – 2115
2018
Q3 		$19.7M Sell
254,727
-175,993
-41% -$13M 0.11% 281
2018
Q2 		$29.2M Buy
430,720
+150,437
+54% +$10.4M 0.15% 189
2018
Q1 		$20.3M Buy
280,283
+265,754
+1,829% +$20.2M 0.12% 239
2017
Q4 		$1.09M Buy
+14,529
New +$1.1M 0.01% 1184
2017
Q1 		– Sell
-5,204
Closed -$340K – 1713
2016
Q4 		$340K Buy
+5,204
New +$338K ﹤0.01% 1397
2016
Q2 		– Sell
-185,233
Closed -$12.8M – 1703
2016
Q1 		$12M Buy
185,233
+106,578
+136% +$7.25M 0.12% 217
2015
Q4 		$6.06M Buy
+78,655
New +$6.25M 0.06% 397
2015
Q3 		– Sell
-8,326
Closed -$734K – 1593
2015
Q2 		$734K Sell
8,326
-25,590
-75% -$2.35M 0.01% 930
2015
Q1 		$3M Buy
33,916
+12,547
+59% +$1.11M 0.04% 477
2014
Q4 		$1.77M Buy
21,369
+9,844
+85% +$816K 0.02% 715
2014
Q3 		$972K Sell
11,525
-22,875
-66% -$1.85M 0.01% 933
2014
Q2 		$2.79M Buy
34,400
+29,525
+606% +$2.32M 0.03% 618
2014
Q1 		$371K Buy
+4,875
New +$355K ﹤0.01% 1367
2013
Q3 		– Sell
-271,735
Closed -$18M – 1803
2013
Q2 		$17.2M Buy
+271,735
New +$17.7M 0.26% 62

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Fund Management (CFM)'s NVS Position: Q2 2025 in Review

Capital Fund Management (CFM) sold out of Novartis (NVS) in Q2 2025, closing a stake of 11,177 shares — an estimated $1.26M sold.

Capital Fund Management (CFM) first reported a position in NVS in Q2 2013 and held it in 21 quarters. The position peaked at $29.2M in Q2 2018. 1,383 funds tracked by Wall St. Rank hold NVS as of Q2 2025.

  • Capital Fund Management (CFM) reported no remaining Novartis position as of Q2 2025 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 11,177 Novartis shares in Q2 2025, an estimated $1.26M.
  • Capital Fund Management (CFM) first reported a position in Novartis in Q2 2013 and held it in 21 quarters.
  • Capital Fund Management (CFM)'s Novartis position peaked at $29.2M in Q2 2018.
  • 1,383 funds tracked by Wall St. Rank held Novartis as of Q2 2025.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2025, filed 13 Aug 2025.