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Carolina Wealth Advisors’s Novartis NVS Stock Holding History

Carolina Wealth Advisors’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
Q3 		– Sell
-30
Closed -$3.63K – 276
2025
Q2 		$3.63K Hold
30
– – ﹤0.01% 201
2025
Q1 		$3.34K Hold
30
– – ﹤0.01% 214
2024
Q4 		$2.92K Hold
30
– – ﹤0.01% 228
2024
Q3 		$3.45K Buy
+30
New +$3.4K ﹤0.01% 252
2021
Q3 		– Sell
-34
Closed -$3K – 288
2021
Q2 		$3K Sell
34
-84
-71% -$7.48K ﹤0.01% 252
2021
Q1 		$10K Buy
118
+84
+247% +$7.54K 0.01% 205
2020
Q4 		$3K Sell
34
-49
-59% -$4.28K ﹤0.01% 205
2020
Q3 		$7K Buy
+83
New +$7.19K 0.01% 158

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Carolina Wealth Advisors's NVS Position: Q3 2025 in Review

Carolina Wealth Advisors sold out of Novartis (NVS) in Q3 2025, closing a stake of 30 shares — an estimated $3.63K sold.

Carolina Wealth Advisors first reported a position in NVS in Q3 2020 and held it in 8 quarters. The position peaked at $10K in Q1 2021. 1,400 funds tracked by Wall St. Rank hold NVS as of Q3 2025.

  • Carolina Wealth Advisors reported no remaining Novartis position as of Q3 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 30 Novartis shares in Q3 2025, an estimated $3.63K.
  • Carolina Wealth Advisors first reported a position in Novartis in Q3 2020 and held it in 8 quarters.
  • Carolina Wealth Advisors's Novartis position peaked at $10K in Q1 2021.
  • 1,400 funds tracked by Wall St. Rank held Novartis as of Q3 2025.

Based on Carolina Wealth Advisors's 13F filing for Q3 2025, filed 7 Oct 2025.