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Carolinas Wealth Consulting’s Novartis NVS Stock Holding History

Carolinas Wealth Consulting’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
-202
Closed -$22.5K – 640
2025
Q1 		$22.5K Buy
202
+4
+2% +$426 ﹤0.01% 446
2024
Q4 		$19.3K Hold
198
– – ﹤0.01% 472
2024
Q3 		$22.8K Sell
198
-25
-11% -$2.84K ﹤0.01% 466
2024
Q2 		$23.7K Buy
223
+9
+4% +$903 ﹤0.01% 458
2024
Q1 		$20.7K Buy
214
+38
+22% +$3.9K ﹤0.01% 479
2023
Q4 		$17.8K Hold
176
– – ﹤0.01% 464
2023
Q3 		$16.5K Sell
176
-235
-57% -$23.9K ﹤0.01% 456
2023
Q2 		$41.5K Sell
411
-406
-50% -$40.6K 0.01% 376
2023
Q1 		$75.1K Buy
817
+407
+99% +$35.5K 0.02% 303
2022
Q4 		$37.2K Buy
410
+40
+11% +$3.37K 0.01% 392
2022
Q3 		$28K Hold
370
– – 0.01% 403
2022
Q2 		$31K Buy
370
+220
+147% +$19.3K 0.01% 393
2022
Q1 		$13K Hold
150
– – ﹤0.01% 566
2021
Q4 		$13K Buy
150
+70
+88% +$5.81K ﹤0.01% 579
2021
Q3 		$7K Hold
80
– – ﹤0.01% 633
2021
Q2 		$7K Hold
80
– – ﹤0.01% 660
2021
Q1 		$7K Buy
+80
New +$7.18K ﹤0.01% 663
2020
Q4 		– Sell
-185
Closed -$16K – 980
2020
Q3 		$16K Sell
185
-25
-12% -$2.17K 0.01% 416
2020
Q2 		$18K Buy
+210
New +$18.1K 0.01% 294

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

Carolinas Wealth Consulting's NVS Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Novartis (NVS) in Q2 2025, closing a stake of 202 shares — an estimated $22.5K sold.

Carolinas Wealth Consulting first reported a position in NVS in Q2 2020 and held it in 19 quarters. The position peaked at $75.1K in Q1 2023. 1,383 funds tracked by Wall St. Rank hold NVS as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Novartis position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 202 Novartis shares in Q2 2025, an estimated $22.5K.
  • Carolinas Wealth Consulting first reported a position in Novartis in Q2 2020 and held it in 19 quarters.
  • Carolinas Wealth Consulting's Novartis position peaked at $75.1K in Q1 2023.
  • 1,383 funds tracked by Wall St. Rank held Novartis as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.