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Clean Yield Group’s Novartis NVS Stock Holding History

Clean Yield 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
Q4 		– Sell
-57
Closed -$7.31K – 420
2025
Q3 		$7.31K Sell
57
-63
-53% -$7.69K ﹤0.01% 337
2025
Q2 		$14.5K Hold
120
– – ﹤0.01% 284
2025
Q1 		$13.4K Sell
120
-254
-68% -$27K ﹤0.01% 301
2024
Q4 		$36.4K Hold
374
– – 0.01% 257
2024
Q3 		$43K Buy
+374
New +$42.4K 0.01% 240
2020
Q4 		– Sell
-26
Closed -$2K – 434
2020
Q3 		$2K Buy
+26
New +$2.25K ﹤0.01% 357
2020
Q1 		– Sell
-11
Closed -$1K – 404
2019
Q4 		$1K Sell
11
-233
-95% -$20.9K ﹤0.01% 345
2019
Q3 		$21K Buy
244
+85
+53% +$7.63K 0.01% 261
2019
Q2 		$15K Buy
+159
New +$13.5K 0.01% 281
2017
Q2 		– Sell
-279
Closed -$19K – 224
2017
Q1 		$19K Buy
+279
New +$18.6K 0.01% 255
2016
Q4 		– Sell
-290
Closed -$21K – 229
2016
Q3 		$21K Buy
290
+67
+30% +$4.88K 0.01% 251
2016
Q2 		$17K Hold
223
– – 0.01% 240
2016
Q1 		$15K Buy
+223
New +$15.2K 0.01% 241
2015
Q2 		– Sell
-433
Closed -$38K – 234
2015
Q1 		$38K Buy
+433
New +$38.4K 0.02% 194

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Clean Yield Group's NVS Position: Q4 2025 in Review

Clean Yield Group sold out of Novartis (NVS) in Q4 2025, closing a stake of 57 shares — an estimated $7.31K sold.

Clean Yield Group first reported a position in NVS in Q1 2015 and held it in 14 quarters. The position peaked at $43K in Q3 2024. 1,509 funds tracked by Wall St. Rank hold NVS as of Q4 2025.

  • Clean Yield Group reported no remaining Novartis position as of Q4 2025 after selling out during the quarter.
  • Clean Yield Group sold 57 Novartis shares in Q4 2025, an estimated $7.31K.
  • Clean Yield Group first reported a position in Novartis in Q1 2015 and held it in 14 quarters.
  • Clean Yield Group's Novartis position peaked at $43K in Q3 2024.
  • 1,509 funds tracked by Wall St. Rank held Novartis as of Q4 2025.

Based on Clean Yield Group's 13F filing for Q4 2025, filed 26 Jan 2026.