Eagle Bay Advisors’s Novartis NVS Stock Holding History

Eagle Bay Advisors’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 Q1	–	Sell	-184	Closed	-$17.9K	–	689
2024 Q4	$17.9K	Hold	184	–	–	0.01%	475
2024 Q3	$21.2K	Hold	184	–	–	0.01%	619
2024 Q2	$19.6K	Hold	184	–	–	0.01%	443
2024 Q1	$18.5K	Hold	184	–	–	0.01%	454
2023 Q4	$18.6K	Hold	184	–	–	0.01%	412
2023 Q3	$18.7K	Hold	184	–	–	0.01%	529
2023 Q2	$18.6K	Hold	184	–	–	0.01%	537
2023 Q1	$16.9K	Buy	184 +48	+35%	+$4.19K	0.01%	540
2022 Q4	$12.3K	Sell	136 -800	-85%	-$67.4K	0.01%	587
2022 Q3	$71K	Hold	936	–	–	0.04%	266
2022 Q2	$79.1K	Buy	+936	New	+$82.1K	0.05%	254
2022 Q1	–	Sell	-1,209	Closed	-$106K	–	737
2021 Q4	$106K	Sell	1,209 -1,038	-46%	-$86.2K	0.07%	175
2021 Q3	$183K	Buy	2,247 +1,037	+86%	+$93.3K	0.1%	136
2021 Q2	$115K	Buy	+1,210	New	+$108K	0.09%	135

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Eagle Bay Advisors's NVS Position: Q1 2025 in Review

Eagle Bay Advisors sold out of Novartis (NVS) in Q1 2025, closing a stake of 184 shares — an estimated $17.9K sold.

Eagle Bay Advisors first reported a position in NVS in Q2 2021 and held it in 14 quarters. The position peaked at $183K in Q3 2021. 1,356 funds tracked by Wall St. Rank hold NVS as of Q1 2025.

Eagle Bay Advisors reported no remaining Novartis position as of Q1 2025 after selling out during the quarter.
Eagle Bay Advisors sold 184 Novartis shares in Q1 2025, an estimated $17.9K.
Eagle Bay Advisors first reported a position in Novartis in Q2 2021 and held it in 14 quarters.
Eagle Bay Advisors's Novartis position peaked at $183K in Q3 2021.
1,356 funds tracked by Wall St. Rank held Novartis as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.