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DRW Securities’s Novartis NVS Stock Holding History

DRW Securities’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
-2,800
Closed -$312K – 1217
2025
Q1 		$312K Buy
+2,800
New +$298K 0.01% 415
2023
Q1 		– Sell
-14,700
Closed -$1.33M – 364
2022
Q4 		$1.33M Buy
+14,700
New +$1.24M 0.04% 102
2022
Q1 		– Sell
-31,400
Closed -$2.75M – 321
2021
Q4 		$2.75M Buy
+31,400
New +$2.61M 0.08% 64

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 $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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DRW Securities's NVS Position: Q3 2025 in Review

DRW Securities sold out of Novartis (NVS) in Q3 2025, closing a stake of 28,619 shares — an estimated $3.46M sold.

DRW Securities first reported a position in NVS in Q4 2021 and held it in 9 quarters. The position peaked at $4.48M in Q1 2024. 1,400 funds tracked by Wall St. Rank hold NVS as of Q3 2025.

  • DRW Securities reported no remaining Novartis position as of Q3 2025 after selling out during the quarter.
  • DRW Securities sold 28,619 Novartis shares in Q3 2025, an estimated $3.46M.
  • DRW Securities first reported a position in Novartis in Q4 2021 and held it in 9 quarters.
  • DRW Securities's Novartis position peaked at $4.48M in Q1 2024.
  • 1,400 funds tracked by Wall St. Rank held Novartis as of Q3 2025.

Based on DRW Securities's 13F filing for Q3 2025, filed 14 Nov 2025.