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Cardinal Point Capital Management’s Novartis NVS Stock Holding History

Cardinal Point Capital Management’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
Q4 		– Sell
-2,345
Closed -$301K – 278
2025
Q3 		$301K Buy
+2,345
New +$286K 0.02% 206

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cardinal Point Capital Management's NVS Position: Q4 2025 in Review

Cardinal Point Capital Management sold out of Novartis (NVS) in Q4 2025, closing a stake of 2,345 shares — an estimated $301K sold.

Cardinal Point Capital Management first reported a position in NVS in Q3 2025 and held it in 1 quarter. The position peaked at $301K in Q3 2025. 1,516 funds tracked by Wall St. Rank hold NVS as of Q4 2025.

  • Cardinal Point Capital Management reported no remaining Novartis position as of Q4 2025 after selling out during the quarter.
  • Cardinal Point Capital Management sold 2,345 Novartis shares in Q4 2025, an estimated $301K.
  • Cardinal Point Capital Management first reported a position in Novartis in Q3 2025 and held it in 1 quarter.
  • Cardinal Point Capital Management's Novartis position peaked at $301K in Q3 2025.
  • 1,516 funds tracked by Wall St. Rank held Novartis as of Q4 2025.

Based on Cardinal Point Capital Management's 13F filing for Q4 2025, filed 5 Feb 2026.