CWM
NVS icon

Congress Wealth Management’s Novartis NVS Stock Holding History

Congress 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 		$9.12M Buy
75,340
+26,009
+53% +$2.93M 0.09% 267
2025
Q1 		$5.5M Buy
49,331
+7,302
+17% +$777K 0.07% 317
2024
Q4 		$4.09M Sell
42,029
-22,499
-35% -$2.4M 0.06% 309
2024
Q3 		$7.42M Buy
64,528
+38,408
+147% +$4.36M 0.1% 245
2024
Q2 		$2.78M Buy
+26,120
New +$2.62M 0.04% 311

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Congress Wealth Management's NVS Position: Q2 2025 in Review

Congress Wealth Management increased its Novartis (NVS) stake by 53% in Q2 2025, buying an estimated $2.93M and bringing the position to 75,340 shares worth $9.12M. The position accounts for 0.09% of the portfolio, ranked #267.

Congress Wealth Management first reported a position in NVS in Q2 2024 and has held it in 5 quarters since. 1,384 funds tracked by Wall St. Rank hold NVS as of Q2 2025.

  • Congress Wealth Management held 75,340 shares of Novartis worth $9.12M as of Q2 2025.
  • Congress Wealth Management bought 26,009 Novartis shares in Q2 2025, an estimated $2.93M.
  • Novartis made up 0.09% of Congress Wealth Management's portfolio in Q2 2025, its #267 holding.
  • Congress Wealth Management first reported a position in Novartis in Q2 2024 and has held it in 5 quarters since.
  • 1,384 funds tracked by Wall St. Rank held Novartis as of Q2 2025.

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