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Country Club Bank’s Novartis NVS Stock Holding History

Country Club Bank’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 		$6.42M Sell
51,697
-8,402
-14% -$1.03M 0.38% 68
2025
Q2 		$7.21M Sell
60,099
-848
-1% -$95.6K 0.45% 57
2025
Q1 		$6.86M Sell
60,947
-160
-0.3% -$17K 0.46% 59
2024
Q4 		$5.95M Sell
61,107
-25
-0% -$2.67K 0.4% 66
2024
Q3 		$7.07M Sell
61,132
-1,427
-2% -$162K 0.47% 61
2024
Q2 		$6.67M Sell
62,559
-679
-1% -$68.2K 0.46% 60
2024
Q1 		$6.12M Sell
63,238
-1,238
-2% -$127K 0.43% 65
2023
Q4 		$6.45M Sell
64,476
-1,212
-2% -$117K 0.49% 61
2023
Q3 		$6.72M Sell
65,688
-764
-1% -$77.5K 0.55% 55
2023
Q2 		$6.6M Sell
66,452
-3,050
-4% -$305K 0.52% 55
2023
Q1 		$6.36M Buy
69,502
+33,585
+94% +$2.93M 0.52% 61
2022
Q4 		$3.26M Sell
35,917
-378
-1% -$31.8K 0.28% 91
2022
Q3 		$2.78M Sell
36,295
-1,828
-5% -$152K 0.27% 94
2022
Q2 		$3.23M Sell
38,123
-6,196
-14% -$544K 0.3% 90
2022
Q1 		$3.9M Buy
+44,319
New +$3.84M 0.34% 77

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 $336B AUM 34.66% 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 $6.73T AUM 46.02% 1-Year Est. Return

Country Club Bank's NVS Position: Q3 2025 in Review

Country Club Bank reduced its Novartis (NVS) stake by 14% in Q3 2025, selling an estimated $1.03M and leaving 51,697 shares worth $6.42M. The position accounts for 0.38% of the portfolio, ranked #68.

Country Club Bank first reported a position in NVS in Q1 2022 and has held it in 15 quarters since. The position peaked at $7.21M in Q2 2025. 1,401 funds tracked by Wall St. Rank hold NVS as of Q3 2025.

  • Country Club Bank held 51,697 shares of Novartis worth $6.42M as of Q3 2025.
  • Country Club Bank sold 8,402 Novartis shares in Q3 2025, an estimated $1.03M.
  • Novartis made up 0.38% of Country Club Bank's portfolio in Q3 2025, its #68 holding.
  • Country Club Bank first reported a position in Novartis in Q1 2022 and has held it in 15 quarters since.
  • Country Club Bank's Novartis position peaked at $7.21M in Q2 2025.
  • 1,401 funds tracked by Wall St. Rank held Novartis as of Q3 2025.

Based on Country Club Bank's 13F filing for Q3 2025, filed 8 Oct 2025.