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Cherry Tree Wealth Management’s Novartis NVS Stock Holding History

Cherry Tree Wealth 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
Q2 		– Sell
-69
Closed -$7.69K – 706
2025
Q1 		$7.69K Buy
69
+60
+667% +$6.39K ﹤0.01% 469
2024
Q4 		$876 Buy
+9
New +$960 ﹤0.01% 584

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

Cherry Tree Wealth Management's NVS Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Novartis (NVS) in Q2 2025, closing a stake of 69 shares — an estimated $7.69K sold.

Cherry Tree Wealth Management first reported a position in NVS in Q4 2024 and held it in 2 quarters. The position peaked at $7.69K in Q1 2025. 1,383 funds tracked by Wall St. Rank hold NVS as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Novartis position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 69 Novartis shares in Q2 2025, an estimated $7.69K.
  • Cherry Tree Wealth Management first reported a position in Novartis in Q4 2024 and held it in 2 quarters.
  • Cherry Tree Wealth Management's Novartis position peaked at $7.69K in Q1 2025.
  • 1,383 funds tracked by Wall St. Rank held Novartis as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.