Capital Research Global Investors’s Novartis NVS Stock Holding History

Capital Research Global Investors’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 Q1	–	Sell	-907,138	Closed	-$88.3M	–	467
2024 Q4	$88.3M	Buy	907,138 +1,703	+0.2%	+$182K	0.02%	313
2024 Q3	$104M	Buy	905,435 +1,307	+0.1%	+$148K	0.02%	277
2024 Q2	$96.3M	Sell	904,128 -6	-0%	-$602	0.02%	275
2024 Q1	$87.5M	Buy	904,134 +412	+0%	+$42.2K	0.02%	298
2023 Q4	$91.2M	Buy	903,722 +105	+0%	+$10.1K	0.02%	288
2023 Q3	$92M	Buy	903,617 +374	+0%	+$38K	0.03%	283
2023 Q2	$91.1M	Buy	903,243 +408	+0%	+$40.8K	0.02%	284
2023 Q1	$83.1M	Sell	902,835 -81,573	-8%	-$7.12M	0.02%	289
2022 Q4	$89.3M	Hold	984,408	–	–	0.03%	281
2022 Q3	$74.8M	Sell	984,408 -343	-0%	-$28.4K	0.02%	287
2022 Q2	$83.2M	Sell	984,751 -363	-0%	-$31.8K	0.03%	295
2022 Q1	$86.4M	Buy	985,114 +82,458	+9%	+$7.14M	0.02%	318
2021 Q4	$79M	Sell	902,656 -384	-0%	-$31.9K	0.02%	340
2021 Q3	$73.9M	Buy	903,040 +320	+0%	+$28.8K	0.02%	333
2021 Q2	$82.4M	Sell	902,720 -1,463,025	-62%	-$130M	0.02%	329
2021 Q1	$202M	Buy	2,365,745 +2,465	+0.1%	+$221K	0.05%	243
2020 Q4	$223M	Buy	2,363,280 +455,234	+24%	+$39.8M	0.06%	232
2020 Q3	$166M	Buy	1,908,046 +167,613	+10%	+$14.5M	0.05%	228
2020 Q2	$152M	Buy	1,740,433 +2,180	+0.1%	+$188K	0.05%	232
2020 Q1	$143M	Sell	1,738,253 -174,382	-9%	-$15.6M	0.06%	205
2019 Q4	$181M	Buy	1,912,635 +3,839	+0.2%	+$344K	0.05%	218
2019 Q3	$166M	Buy	1,908,796 +6,687	+0.4%	+$600K	0.05%	224
2019 Q2	$174M	Buy	1,902,109 +172,214	+10%	+$14.6M	0.06%	218
2019 Q1	$149M	Buy	1,729,895 +1	+0%	+$80	0.05%	235
2018 Q4	$133M	Hold	1,729,894	–	–	0.05%	238
2018 Q3	$134M	Sell	1,729,894 -3	-0%	-$222	0.04%	274
2018 Q2	$117M	Buy	1,729,897 +79	+0%	+$5.45K	0.03%	284
2018 Q1	$125M	Sell	1,729,818 -790,685	-31%	-$60.2M	0.04%	274
2017 Q4	$190M	Hold	2,520,503	–	–	0.06%	234
2017 Q3	$194M	Buy	2,520,503 +11	+0%	+$831	0.06%	231
2017 Q2	$189M	Hold	2,520,492	–	–	0.06%	238
2017 Q1	$168M	Buy	2,520,492 +6	+0%	+$400	0.05%	245
2016 Q4	$165M	Hold	2,520,486	–	–	0.05%	247
2016 Q3	$178M	Hold	2,520,486	–	–	0.06%	232
2016 Q2	$186M	Hold	2,520,486	–	–	0.06%	225
2016 Q1	$164M	Hold	2,520,486	–	–	0.06%	244
2015 Q4	$194M	Hold	2,520,486	–	–	0.07%	223
2015 Q3	$208M	Hold	2,520,486	–	–	0.07%	222
2015 Q2	$222M	Hold	2,520,486	–	–	0.07%	232
2015 Q1	$223M	Sell	2,520,486 -286,316	-10%	-$25.4M	0.08%	232
2014 Q4	$233M	Hold	2,806,802	–	–	0.08%	227
2014 Q3	$237M	Hold	2,806,802	–	–	0.08%	217
2014 Q2	$228M	Buy	2,806,802 +64,728	+2%	+$5.09M	0.08%	215
2014 Q1	$209M	Hold	2,742,074	–	–	0.08%	216
2013 Q4	$197M	Hold	2,742,074	–	–	0.07%	212
2013 Q3	$188M	Hold	2,742,074	–	–	0.07%	224
2013 Q2	$174M	Buy	+2,742,074	New	+$178M	0.07%	223

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Capital Research Global Investors's NVS Position: Q1 2025 in Review

Capital Research Global Investors sold out of Novartis (NVS) in Q1 2025, closing a stake of 907,138 shares — an estimated $88.3M sold.

Capital Research Global Investors first reported a position in NVS in Q2 2013 and held it in 47 quarters. The position peaked at $237M in Q3 2014. 1,357 funds tracked by Wall St. Rank hold NVS as of Q1 2025.

Capital Research Global Investors reported no remaining Novartis position as of Q1 2025 after selling out during the quarter.
Capital Research Global Investors sold 907,138 Novartis shares in Q1 2025, an estimated $88.3M.
Capital Research Global Investors first reported a position in Novartis in Q2 2013 and held it in 47 quarters.
Capital Research Global Investors's Novartis position peaked at $237M in Q3 2014.
1,357 funds tracked by Wall St. Rank held Novartis as of Q1 2025.

Based on Capital Research Global Investors's 13F filing for Q1 2025, filed 12 May 2025.