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Consultiva Wealth Management’s Novartis NVS Stock Holding History

Consultiva 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
Q4 		– Sell
-180
Closed -$23.1K – 262
2025
Q3 		$23.1K Hold
180
– – 0.06% 147
2025
Q2 		$21.8K Hold
180
– – 0.07% 151
2025
Q1 		$20.1K Hold
180
– – 0.07% 156
2024
Q4 		$17.5K Buy
+180
New +$19.2K 0.09% 105

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

Consultiva Wealth Management's NVS Position: Q4 2025 in Review

Consultiva Wealth Management sold out of Novartis (NVS) in Q4 2025, closing a stake of 180 shares — an estimated $23.1K sold.

Consultiva Wealth Management first reported a position in NVS in Q4 2024 and held it in 4 quarters. The position peaked at $23.1K in Q3 2025. 1,508 funds tracked by Wall St. Rank hold NVS as of Q4 2025.

  • Consultiva Wealth Management reported no remaining Novartis position as of Q4 2025 after selling out during the quarter.
  • Consultiva Wealth Management sold 180 Novartis shares in Q4 2025, an estimated $23.1K.
  • Consultiva Wealth Management first reported a position in Novartis in Q4 2024 and held it in 4 quarters.
  • Consultiva Wealth Management's Novartis position peaked at $23.1K in Q3 2025.
  • 1,508 funds tracked by Wall St. Rank held Novartis as of Q4 2025.

Based on Consultiva Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.