Continuum Advisory’s Novartis NVS Stock Holding History

Continuum Advisory’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	–	Sell	-1,010	Closed	-$113K	–	1185
2025 Q1	$113K	Sell	1,010 -11	-1%	-$1.17K	0.01%	498
2024 Q4	$99.4K	Buy	1,021 +95	+10%	+$10.1K	0.01%	518
2024 Q3	$95.7K	Sell	926 -109	-11%	-$12.4K	0.01%	530
2024 Q2	$110K	Sell	1,035 -11	-1%	-$1.1K	0.02%	473
2024 Q1	$105K	Sell	1,046 -6,278	-86%	-$644K	0.02%	475
2023 Q4	$738K	Sell	7,324 -900	-11%	-$86.9K	0.11%	219
2023 Q3	$838K	Sell	8,224 -231	-3%	-$23.4K	0.13%	186
2023 Q2	$853K	Buy	8,455 +697	+9%	+$69.7K	0.14%	185
2023 Q1	$714K	Sell	7,758 -24	-0.3%	-$2.1K	0.12%	199
2022 Q4	$706K	Sell	7,782 -410	-5%	-$34.5K	0.13%	197
2022 Q3	$623K	Sell	8,192 -135	-2%	-$11.2K	0.11%	199
2022 Q2	$704K	Buy	8,327 +4,534	+120%	+$398K	0.13%	198
2022 Q1	$334K	Buy	+3,793	New	+$328K	0.06%	300
2019 Q1	–	Sell	-4,766	Closed	-$366K	–	151
2018 Q4	$366K	Sell	4,766 -1,357	-22%	-$106K	0.27%	96
2018 Q3	$474K	Sell	6,123 -105	-2%	-$7.76K	0.32%	74
2018 Q2	$422K	Buy	6,228 +887	+17%	+$61.2K	0.31%	77
2018 Q1	$387K	Sell	5,341 -89	-2%	-$6.78K	0.32%	80
2017 Q4	$409K	Buy	5,430 +252	+5%	+$19K	0.31%	91
2017 Q3	$398K	Buy	5,178 +149	+3%	+$11.3K	0.35%	84
2017 Q2	$376K	Buy	5,029 +835	+20%	+$59.2K	0.37%	85
2017 Q1	$279K	Buy	+4,194	New	+$279K	0.33%	86

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Continuum Advisory's NVS Position: Q2 2025 in Review

Continuum Advisory sold out of Novartis (NVS) in Q2 2025, closing a stake of 1,010 shares — an estimated $113K sold.

Continuum Advisory first reported a position in NVS in Q1 2017 and held it in 21 quarters. The position peaked at $853K in Q2 2023. 1,383 funds tracked by Wall St. Rank hold NVS as of Q2 2025.

Continuum Advisory reported no remaining Novartis position as of Q2 2025 after selling out during the quarter.
Continuum Advisory sold 1,010 Novartis shares in Q2 2025, an estimated $113K.
Continuum Advisory first reported a position in Novartis in Q1 2017 and held it in 21 quarters.
Continuum Advisory's Novartis position peaked at $853K in Q2 2023.
1,383 funds tracked by Wall St. Rank held Novartis as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.