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CRA Financial Services’s Novartis NVS Stock Holding History

CRA Financial Services’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
-1,616
Closed -$207K – 300
2025
Q3 		$207K Sell
1,616
-261
-14% -$31.8K 0.03% 285
2025
Q2 		$227K Hold
1,877
– – 0.03% 253
2025
Q1 		$209K Buy
+1,877
New +$200K 0.04% 265
2024
Q4 		– Sell
-1,866
Closed -$215K – 279
2024
Q3 		$215K Buy
+1,866
New +$212K 0.04% 252
2021
Q3 		– Sell
-2,371
Closed -$216K – 205
2021
Q2 		$216K Sell
2,371
-25
-1% -$2.23K 0.08% 174
2021
Q1 		$205K Hold
2,396
– – 0.08% 165
2020
Q4 		$226K Hold
2,396
– – 0.1% 143
2020
Q3 		$208K Hold
2,396
– – 0.1% 135
2020
Q2 		$209K Buy
+2,396
New +$207K 0.11% 128

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

CRA Financial Services's NVS Position: Q4 2025 in Review

CRA Financial Services sold out of Novartis (NVS) in Q4 2025, closing a stake of 1,616 shares — an estimated $207K sold.

CRA Financial Services first reported a position in NVS in Q2 2020 and held it in 9 quarters. The position peaked at $227K in Q2 2025. 1,508 funds tracked by Wall St. Rank hold NVS as of Q4 2025.

  • CRA Financial Services reported no remaining Novartis position as of Q4 2025 after selling out during the quarter.
  • CRA Financial Services sold 1,616 Novartis shares in Q4 2025, an estimated $207K.
  • CRA Financial Services first reported a position in Novartis in Q2 2020 and held it in 9 quarters.
  • CRA Financial Services's Novartis position peaked at $227K in Q2 2025.
  • 1,508 funds tracked by Wall St. Rank held Novartis as of Q4 2025.

Based on CRA Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.