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Cobblestone Capital Advisors’s Novartis NVS Stock Holding History

Cobblestone Capital 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 		$216K Hold
1,684
– – 0.01% 289
2025
Q2 		$204K Sell
1,684
-200
-11% -$22.5K 0.01% 294
2025
Q1 		$210K Buy
+1,884
New +$201K 0.01% 284
2024
Q4 		– Sell
-1,975
Closed -$227K – 300
2024
Q3 		$227K Hold
1,975
– – 0.01% 267
2024
Q2 		$210K Buy
+1,975
New +$198K 0.01% 263
2020
Q2 		– Sell
-5,675
Closed -$468K – 256
2020
Q1 		$468K Buy
+5,675
New +$506K 0.05% 161
2017
Q3 		– Sell
-4,163
Closed -$311K – 195
2017
Q2 		$311K Sell
4,163
-608
-13% -$43.1K 0.04% 159
2017
Q1 		$318K Sell
4,771
-585
-11% -$39K 0.04% 156
2016
Q4 		$350K Buy
5,356
+726
+16% +$47.1K 0.05% 146
2016
Q3 		$328K Sell
4,630
-168
-4% -$12.2K 0.05% 149
2016
Q2 		$355K Sell
4,798
-2,120
-31% -$146K 0.05% 144
2016
Q1 		$449K Sell
6,918
-608
-8% -$41.4K 0.07% 131
2015
Q4 		$580K Sell
7,526
-748
-9% -$59.4K 0.09% 116
2015
Q3 		$681K Sell
8,274
-1,068
-11% -$95K 0.11% 101
2015
Q2 		$823K Sell
9,342
-189
-2% -$17.3K 0.12% 97
2015
Q1 		$842K Sell
9,531
-167
-2% -$14.8K 0.13% 95
2014
Q4 		$805K Sell
9,698
-422
-4% -$35K 0.14% 94
2014
Q3 		$854K Sell
10,120
-760
-7% -$61.5K 0.16% 90
2014
Q2 		$883K Sell
10,880
-474
-4% -$37.3K 0.17% 86
2014
Q1 		$865K Sell
11,354
-58,849
-84% -$4.29M 0.17% 85
2013
Q4 		$5.06M Sell
70,203
-40,212
-36% -$2.8M 0.96% 43
2013
Q3 		$7.59M Buy
110,415
+4,139
+4% +$274K 1.55% 19
2013
Q2 		$6.73M Buy
+106,276
New +$6.91M 1.48% 20

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

Cobblestone Capital Advisors's NVS Position: Q3 2025 in Review

Cobblestone Capital Advisors held its Novartis (NVS) position steady in Q3 2025 at 1,684 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #289.

Cobblestone Capital Advisors first reported a position in NVS in Q2 2013 and has held it in 23 quarters since. The position peaked at $7.59M in Q3 2013. 1,400 funds tracked by Wall St. Rank hold NVS as of Q3 2025.

  • Cobblestone Capital Advisors held 1,684 shares of Novartis worth $216K as of Q3 2025.
  • Cobblestone Capital Advisors left its Novartis share count unchanged in Q3 2025.
  • Novartis made up 0.01% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #289 holding.
  • Cobblestone Capital Advisors first reported a position in Novartis in Q2 2013 and has held it in 23 quarters since.
  • Cobblestone Capital Advisors's Novartis position peaked at $7.59M in Q3 2013.
  • 1,400 funds tracked by Wall St. Rank held Novartis as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.