Financial Advocates Investment Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-4,278
| Closed | -$518K | – | 406 |
|
|
2025
Q2 | $518K | Buy |
4,278
+1,956
| +84% | +$220K | 0.04% | 353 |
|
|
2025
Q1 | $259K | Sell |
2,322
-6,501
| -74% | -$692K | 0.02% | 599 |
|
|
2024
Q4 | $859K | Sell |
8,823
-280
| -3% | -$29.9K | 0.05% | 333 |
|
|
2024
Q3 | $1.05M | Sell |
9,103
-221
| -2% | -$25.1K | 0.06% | 297 |
|
|
2024
Q2 | $993K | Sell |
9,324
-621
| -6% | -$62.3K | 0.06% | 293 |
|
|
2024
Q1 | $962K | Sell |
9,945
-156
| -2% | -$16K | 0.06% | 315 |
|
|
2023
Q4 | $1.02M | Hold |
10,101
| – | – | 0.07% | 283 |
|
|
2023
Q3 | $1.03M | Sell |
10,101
-273
| -3% | -$27.7K | 0.07% | 264 |
|
|
2023
Q2 | $1.05M | Sell |
10,374
-15
| -0.1% | -$1.5K | 0.07% | 260 |
|
|
2023
Q1 | $956K | Sell |
10,389
-647
| -6% | -$56.5K | 0.07% | 300 |
|
|
2022
Q4 | $1M | Sell |
11,036
-66,256
| -86% | -$5.58M | 0.07% | 290 |
|
|
2022
Q3 | $901K | Buy |
77,292
+66,233
| +599% | +$5.49M | 0.07% | 276 |
|
|
2022
Q2 | $935K | Sell |
11,059
-64
| -0.6% | -$5.62K | 0.08% | 279 |
|
|
2022
Q1 | $976K | Buy |
11,123
+337
| +3% | +$29.2K | 0.06% | 304 |
|
|
2021
Q4 | $944K | Buy |
10,786
+6
| +0.1% | +$498 | 0.06% | 329 |
|
|
2021
Q3 | $881K | Buy |
10,780
+169
| +2% | +$15.2K | 0.06% | 337 |
|
|
2021
Q2 | $968K | Sell |
10,611
-3,195
| -23% | -$285K | 0.06% | 322 |
|
|
2021
Q1 | $1.09M | Sell |
13,806
-406
| -3% | -$36.4K | 0.08% | 299 |
|
|
2020
Q4 | $1.34M | Sell |
14,212
-166
| -1% | -$14.5K | 0.09% | 245 |
|
|
2020
Q3 | $1.25M | Sell |
14,378
-216
| -1% | -$18.7K | 0.11% | 206 |
|
|
2020
Q2 | $1.27M | Sell |
14,594
-235
| -2% | -$20.3K | 0.12% | 205 |
|
|
2020
Q1 | $1.22M | Sell |
14,829
-106
| -0.7% | -$9.46K | 0.17% | 155 |
|
|
2019
Q4 | $1.41M | Buy |
14,935
+1,910
| +15% | +$171K | 0.15% | 160 |
|
|
2019
Q3 | $1.13M | Sell |
13,025
-115
| -0.9% | -$10.3K | 0.13% | 169 |
|
|
2019
Q2 | $1.2M | Sell |
13,140
-2,487
| -16% | -$210K | 0.14% | 164 |
|
|
2019
Q1 | $1.35M | Sell |
15,627
-288
| -2% | -$23.1K | 0.17% | 144 |
|
|
2018
Q4 | $1.22M | Sell |
15,915
-180
| -1% | -$14K | 0.17% | 142 |
|
|
2018
Q3 | $1.24M | Sell |
16,095
-459
| -3% | -$33.9K | 0.14% | 161 |
|
|
2018
Q2 | $1.11M | Sell |
16,554
-689
| -4% | -$47.5K | 0.13% | 159 |
|
|
2018
Q1 | $1.25M | Buy |
17,243
+1,178
| +7% | +$89.7K | 0.16% | 134 |
|
|
2017
Q4 | $1.21M | Buy |
+16,065
| New | +$1.21M | 0.17% | 134 |
|
Other funds holding NVS
Financial Advocates Investment Management's NVS Position: Q3 2025 in Review
Financial Advocates Investment Management sold out of Novartis (NVS) in Q3 2025, closing a stake of 4,278 shares — an estimated $518K sold.
Financial Advocates Investment Management first reported a position in NVS in Q4 2017 and held it in 31 quarters. The position peaked at $1.41M in Q4 2019. 1,402 funds tracked by Wall St. Rank hold NVS as of Q3 2025.
- Financial Advocates Investment Management reported no remaining Novartis position as of Q3 2025 after selling out during the quarter.
- Financial Advocates Investment Management sold 4,278 Novartis shares in Q3 2025, an estimated $518K.
- Financial Advocates Investment Management first reported a position in Novartis in Q4 2017 and held it in 31 quarters.
- Financial Advocates Investment Management's Novartis position peaked at $1.41M in Q4 2019.
- 1,402 funds tracked by Wall St. Rank held Novartis as of Q3 2025.
Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.