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DV Equities’s Novartis NVS Stock Holding History

DV Equities’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 		$9.64M Buy
+69,935
New +$9.16M 1.73% 10

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 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 $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DV Equities's NVS Position: Q4 2025 in Review

DV Equities opened a new position in Novartis (NVS) in Q4 2025: 69,935 shares worth $9.64M. The stake represents 1.73% of the portfolio and ranks #10 among its holdings.

1,510 funds tracked by Wall St. Rank hold NVS as of Q4 2025.

  • DV Equities held 69,935 shares of Novartis worth $9.64M as of Q4 2025.
  • Novartis was a new DV Equities position in Q4 2025.
  • Novartis made up 1.73% of DV Equities's portfolio in Q4 2025, its #10 holding.
  • 1,510 funds tracked by Wall St. Rank held Novartis as of Q4 2025.

Based on DV Equities's 13F filing for Q4 2025, filed 17 Feb 2026.