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Consolidated Portfolio Review Corp’s Novartis NVS Stock Holding History

Consolidated Portfolio Review Corp’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
-2,629
Closed -$337K – 275
2025
Q3 		$337K Hold
2,629
– – 0.04% 343
2025
Q2 		$318K Buy
2,629
+31
+1% +$3.49K 0.04% 342
2025
Q1 		$290K Hold
2,598
– – 0.05% 307
2024
Q4 		$253K Hold
2,598
– – 0.04% 323
2024
Q3 		$299K Hold
2,598
– – 0.07% 249
2024
Q2 		$277K Sell
2,598
-50
-2% -$5.02K 0.06% 250
2024
Q1 		$256K Buy
2,648
+50
+2% +$5.13K 0.07% 230
2023
Q4 		$262K Sell
2,598
-444
-15% -$42.9K 0.06% 251
2023
Q3 		$310K Buy
+3,042
New +$309K 0.08% 232

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

Consolidated Portfolio Review Corp's NVS Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of Novartis (NVS) in Q4 2025, closing a stake of 2,629 shares — an estimated $337K sold.

Consolidated Portfolio Review Corp first reported a position in NVS in Q3 2023 and held it in 9 quarters. The position peaked at $337K in Q3 2025. 1,509 funds tracked by Wall St. Rank hold NVS as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining Novartis position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 2,629 Novartis shares in Q4 2025, an estimated $337K.
  • Consolidated Portfolio Review Corp first reported a position in Novartis in Q3 2023 and held it in 9 quarters.
  • Consolidated Portfolio Review Corp's Novartis position peaked at $337K in Q3 2025.
  • 1,509 funds tracked by Wall St. Rank held Novartis as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.