Fairfield Financial Advisors’s Novartis NVS Stock Holding History

Fairfield Financial 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	-371	Closed	-$36.1K	–	151
2024 Q4	$36.1K	Sell	371 -115	-24%	-$12.3K	0.01%	143
2024 Q3	$55.9K	Hold	486	–	–	0.02%	125
2024 Q2	$51.7K	Buy	+486	New	+$48.8K	0.02%	123
2023 Q4	$54.7K	Buy	542 +136	+33%	+$13.1K	0.02%	129
2023 Q3	$41.4K	Hold	406	–	–	0.02%	149
2023 Q2	$41K	Hold	406	–	–	0.02%	154
2023 Q1	$37.2K	Hold	406	–	–	0.02%	160
2022 Q4	$36.8K	Hold	406	–	–	0.02%	145
2022 Q3	$30.9K	Hold	406	–	–	0.01%	148
2022 Q2	$34.3K	Hold	406	–	–	0.02%	135
2022 Q1	$35.6K	Buy	+406	New	+$35.2K	0.01%	144

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

Fairfield Financial Advisors's NVS Position: Q1 2025 in Review

Fairfield Financial Advisors sold out of Novartis (NVS) in Q1 2025, closing a stake of 371 shares — an estimated $36.1K sold.

Fairfield Financial Advisors first reported a position in NVS in Q1 2022 and held it in 11 quarters. The position peaked at $55.9K in Q3 2024. 1,356 funds tracked by Wall St. Rank hold NVS as of Q1 2025.

Fairfield Financial Advisors reported no remaining Novartis position as of Q1 2025 after selling out during the quarter.
Fairfield Financial Advisors sold 371 Novartis shares in Q1 2025, an estimated $36.1K.
Fairfield Financial Advisors first reported a position in Novartis in Q1 2022 and held it in 11 quarters.
Fairfield Financial Advisors's Novartis position peaked at $55.9K in Q3 2024.
1,356 funds tracked by Wall St. Rank held Novartis as of Q1 2025.

Based on Fairfield Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.