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 | $22.2M | Sell |
145,100
-32,300
| -18% | -$4.95M | 0.1% | 279 |
|
|
2025
Q4 | $24.5M | Buy |
177,400
+99,600
| +128% | +$13M | 0.07% | 408 |
|
|
2025
Q3 | $9.98M | Sell |
77,800
-59,100
| -43% | -$7.21M | 0.03% | 831 |
|
|
2025
Q2 | $16.6M | Sell |
136,900
-18,400
| -12% | -$2.07M | 0.05% | 528 |
|
|
2025
Q1 | $17.3M | Buy |
155,300
+87,500
| +129% | +$9.32M | 0.05% | 491 |
|
|
2024
Q4 | $6.6M | Buy |
67,800
+52,300
| +337% | +$5.58M | 0.02% | 955 |
|
|
2024
Q3 | $1.78M | Sell |
15,500
-700
| -4% | -$79.4K | ﹤0.01% | 1492 |
|
|
2024
Q2 | $1.72M | Sell |
16,200
-8,700
| -35% | -$873K | 0.01% | 1443 |
|
|
2024
Q1 | $2.41M | Buy |
24,900
+8,700
| +54% | +$892K | 0.01% | 1360 |
|
|
2023
Q4 | $1.64M | Buy |
+16,200
| New | +$1.56M | ﹤0.01% | 1629 |
|
|
2023
Q1 | – | Sell |
-14,200
| Closed | -$1.29M | – | 1689 |
|
|
2022
Q4 | $1.29M | Buy |
+14,200
| New | +$1.2M | 0.01% | 1067 |
|
|
2020
Q2 | – | Sell |
-28,300
| Closed | -$2.33M | – | 1400 |
|
|
2020
Q1 | $2.33M | Buy |
+28,300
| New | +$2.52M | 0.04% | 481 |
|
|
2019
Q4 | – | Sell |
-3,200
| Closed | -$278K | – | 1972 |
|
|
2019
Q3 | $278K | Sell |
3,200
-1,400
| -30% | -$126K | ﹤0.01% | 1455 |
|
|
2019
Q2 | $420K | Buy |
+4,600
| New | +$389K | ﹤0.01% | 1270 |
|
|
2019
Q1 | – | Sell |
-99,436
| Closed | -$7.65M | – | 1972 |
|
|
2018
Q4 | $7.65M | Buy |
+99,436
| New | +$7.74M | 0.07% | 383 |
|
|
2018
Q3 | – | Sell |
-6,250
| Closed | -$423K | – | 2169 |
|
|
2018
Q2 | $423K | Buy |
6,250
+1,786
| +40% | +$123K | ﹤0.01% | 1666 |
|
|
2018
Q1 | $323K | Buy |
+4,464
| New | +$340K | ﹤0.01% | 1612 |
|
|
2017
Q4 | – | Sell |
-3,236
| Closed | -$249K | – | 1932 |
|
|
2017
Q3 | $249K | Sell |
3,236
-112
| -3% | -$8.46K | ﹤0.01% | 1376 |
|
|
2017
Q2 | $250K | Buy |
+3,348
| New | +$237K | ﹤0.01% | 1331 |
|
|
2016
Q4 | – | Sell |
-4,018
| Closed | -$284K | – | 1796 |
|
|
2016
Q3 | $284K | Sell |
4,018
-2,566
| -39% | -$187K | ﹤0.01% | 1395 |
|
|
2016
Q2 | $487K | Buy |
+6,584
| New | +$455K | ﹤0.01% | 1184 |
|
|
2016
Q1 | – | Sell |
-3,683
| Closed | -$284K | – | 1752 |
|
|
2015
Q4 | $284K | Buy |
+3,683
| New | +$293K | ﹤0.01% | 1334 |
|
|
2015
Q2 | – | Sell |
-2,455
| Closed | -$217K | – | 1639 |
|
|
2015
Q1 | $217K | Sell |
2,455
-2,679
| -52% | -$238K | ﹤0.01% | 1353 |
|
|
2014
Q4 | $426K | Hold |
5,134
| – | – | 0.01% | 1197 |
|
|
2014
Q3 | $433K | Buy |
+5,134
| New | +$415K | ﹤0.01% | 1200 |
|
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.