Capital Market Strategies’s Novartis NVS Stock Holding History

Capital Market Strategies’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	-2,700	Closed	-$301K	–	151
2025 Q1	$301K	Hold	2,700	–	–	0.2%	98
2024 Q4	$263K	Hold	2,700	–	–	0.15%	124
2024 Q3	$311K	Hold	2,700	–	–	0.19%	111
2024 Q2	$287K	Buy	+2,700	New	+$271K	0.18%	111

Other funds holding NVS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Market Strategies's NVS Position: Q2 2025 in Review

Capital Market Strategies sold out of Novartis (NVS) in Q2 2025, closing a stake of 2,700 shares — an estimated $301K sold.

Capital Market Strategies first reported a position in NVS in Q2 2024 and held it in 4 quarters. The position peaked at $311K in Q3 2024. 1,384 funds tracked by Wall St. Rank hold NVS as of Q2 2025.

Capital Market Strategies reported no remaining Novartis position as of Q2 2025 after selling out during the quarter.
Capital Market Strategies sold 2,700 Novartis shares in Q2 2025, an estimated $301K.
Capital Market Strategies first reported a position in Novartis in Q2 2024 and held it in 4 quarters.
Capital Market Strategies's Novartis position peaked at $311K in Q3 2024.
1,384 funds tracked by Wall St. Rank held Novartis as of Q2 2025.

Based on Capital Market Strategies's 13F filing for Q2 2025, filed 2 Jul 2025.