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Catalina Capital Group’s Novartis NVS Stock Holding History

Catalina Capital Group’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
-2,682
Closed -$261K – 310
2024
Q4 		$261K Buy
2,682
+697
+35% +$74.3K 0.09% 239
2024
Q3 		$228K Buy
+1,985
New +$225K 0.08% 267

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Catalina Capital Group's NVS Position: Q1 2025 in Review

Catalina Capital Group sold out of Novartis (NVS) in Q1 2025, closing a stake of 2,682 shares — an estimated $261K sold.

Catalina Capital Group first reported a position in NVS in Q3 2024 and held it in 2 quarters. The position peaked at $261K in Q4 2024. 1,356 funds tracked by Wall St. Rank hold NVS as of Q1 2025.

  • Catalina Capital Group reported no remaining Novartis position as of Q1 2025 after selling out during the quarter.
  • Catalina Capital Group sold 2,682 Novartis shares in Q1 2025, an estimated $261K.
  • Catalina Capital Group first reported a position in Novartis in Q3 2024 and held it in 2 quarters.
  • Catalina Capital Group's Novartis position peaked at $261K in Q4 2024.
  • 1,356 funds tracked by Wall St. Rank held Novartis as of Q1 2025.

Based on Catalina Capital Group's 13F filing for Q1 2025, filed 21 Apr 2025.