Capital Fund Management (CFM)’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.86M | Sell |
31,800
-113,900
| -78% | -$17.5M | 0.02% | 902 |
|
|
2025
Q4 | $20.1M | Buy |
145,700
+81,700
| +128% | +$10.7M | 0.06% | 492 |
|
|
2025
Q3 | $8.21M | Buy |
64,000
+15,600
| +32% | +$1.9M | 0.02% | 941 |
|
|
2025
Q2 | $5.86M | Buy |
48,400
+16,800
| +53% | +$1.89M | 0.02% | 1040 |
|
|
2025
Q1 | $3.52M | Buy |
31,600
+8,800
| +39% | +$937K | 0.01% | 1179 |
|
|
2024
Q4 | $2.22M | Buy |
+22,800
| New | +$2.43M | 0.01% | 1445 |
|
|
2024
Q3 | – | Sell |
-11,700
| Closed | -$1.25M | – | 2100 |
|
|
2024
Q2 | $1.25M | Sell |
11,700
-3,700
| -24% | -$371K | ﹤0.01% | 1546 |
|
|
2024
Q1 | $1.49M | Buy |
15,400
+700
| +5% | +$71.8K | ﹤0.01% | 1572 |
|
|
2023
Q4 | $1.48M | Buy |
+14,700
| New | +$1.42M | ﹤0.01% | 1669 |
|
|
2020
Q4 | – | Sell |
-10,700
| Closed | -$930K | – | 1480 |
|
|
2020
Q3 | $930K | Buy |
+10,700
| New | +$927K | 0.01% | 896 |
|
|
2020
Q2 | – | Sell |
-23,700
| Closed | -$1.95M | – | 1399 |
|
|
2020
Q1 | $1.95M | Buy |
23,700
+21,000
| +778% | +$1.87M | 0.03% | 536 |
|
|
2019
Q4 | $256K | Sell |
2,700
-4,300
| -61% | -$386K | ﹤0.01% | 1657 |
|
|
2019
Q3 | $608K | Sell |
7,000
-400
| -5% | -$35.9K | 0.01% | 1179 |
|
|
2019
Q2 | $676K | Buy |
+7,400
| New | +$626K | 0.01% | 1126 |
|
|
2019
Q1 | – | Sell |
-105,908
| Closed | -$8.14M | – | 1971 |
|
|
2018
Q4 | $8.14M | Buy |
+105,908
| New | +$8.24M | 0.07% | 368 |
|
|
2017
Q4 | – | Sell |
-4,910
| Closed | -$378K | – | 1931 |
|
|
2017
Q3 | $378K | Sell |
4,910
-112
| -2% | -$8.46K | ﹤0.01% | 1261 |
|
|
2017
Q2 | $376K | Buy |
+5,022
| New | +$356K | ﹤0.01% | 1196 |
|
|
2016
Q2 | – | Sell |
-3,236
| Closed | -$210K | – | 1702 |
|
|
2016
Q1 | $210K | Buy |
+3,236
| New | +$220K | ﹤0.01% | 1420 |
|
|
2015
Q3 | – | Sell |
-4,464
| Closed | -$393K | – | 1592 |
|
|
2015
Q2 | $393K | Sell |
4,464
-1,897
| -30% | -$174K | 0.01% | 1166 |
|
|
2015
Q1 | $562K | Buy |
6,361
+2,455
| +63% | +$218K | 0.01% | 1007 |
|
|
2014
Q4 | $324K | Buy |
+3,906
| New | +$324K | ﹤0.01% | 1302 |
|
|
2014
Q1 | – | Sell |
-5,245
| Closed | -$378K | – | 1887 |
|
|
2013
Q4 | $378K | Buy |
5,245
+1,004
| +24% | +$69.8K | ﹤0.01% | 1361 |
|
|
2013
Q3 | $291K | Buy |
+4,241
| New | +$281K | ﹤0.01% | 1372 |
|
Other funds holding NVS
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.