Financial Counselors Inc’s Novartis NVS Stock Holding History

Financial Counselors Inc’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	-266,088	Closed	-$29.7M	–	374
2025 Q1	$29.7M	Buy	266,088 +7,864	+3%	+$837K	0.45%	59
2024 Q4	$25.1M	Sell	258,224 -1,589	-0.6%	-$169K	0.37%	69
2024 Q3	$29.9M	Sell	259,813 -375	-0.1%	-$42.5K	0.44%	65
2024 Q2	$27.7M	Buy	260,188 +3,650	+1%	+$366K	0.45%	61
2024 Q1	$24.8M	Sell	256,538 -2,872	-1%	-$294K	0.42%	70
2023 Q4	$26.2M	Sell	259,410 -2,715	-1%	-$262K	0.47%	60
2023 Q3	$26.7M	Buy	262,125 +483	+0.2%	+$49K	0.53%	57
2023 Q2	$26.4M	Sell	261,642 -1,762	-0.7%	-$176K	0.54%	54
2023 Q1	$24.2M	Sell	263,404 -3,919	-1%	-$342K	0.52%	55
2022 Q4	$24.3M	Sell	267,323 -1,039	-0.4%	-$87.5K	0.54%	53
2022 Q3	$20.4M	Sell	268,362 -1,407	-0.5%	-$117K	0.5%	55
2022 Q2	$22.8M	Buy	269,769 +7,785	+3%	+$683K	0.53%	59
2022 Q1	$23M	Buy	261,984 +25,878	+11%	+$2.24M	0.48%	62
2021 Q4	$20.7M	Sell	236,106 -15,771	-6%	-$1.31M	0.42%	74
2021 Q3	$20.6M	Buy	251,877 +4,382	+2%	+$394K	0.44%	71
2021 Q2	$22.6M	Buy	247,495 +1,857	+0.8%	+$165K	0.49%	65
2021 Q1	$21M	Buy	245,638 +3,628	+1%	+$326K	0.49%	65
2020 Q4	$22.9M	Buy	242,010 +13,058	+6%	+$1.14M	0.57%	51
2020 Q3	$19.9M	Buy	228,952 +1,932	+0.9%	+$167K	0.58%	52
2020 Q2	$19.8M	Buy	227,020 +19,016	+9%	+$1.64M	0.63%	45
2020 Q1	$17.1M	Buy	208,004 +8,468	+4%	+$756K	0.76%	40
2019 Q4	$18.9M	Buy	199,536 +2,739	+1%	+$246K	0.67%	42
2019 Q3	$17.1M	Sell	196,797 -2,541	-1%	-$228K	0.67%	43
2019 Q2	$18.2M	Sell	199,338 -22,774	-10%	-$1.93M	0.74%	35
2019 Q1	$19.1M	Buy	222,112 +2,308	+1%	+$185K	0.81%	30
2018 Q4	$16.9M	Buy	+219,804	New	+$17.1M	0.83%	29
2018 Q3	–	Sell	-222,571	Closed	-$15.1M	–	512
2018 Q2	$15.1M	Sell	222,571 -4,190	-2%	-$289K	0.7%	41
2018 Q1	$16.4M	Buy	226,761 +12,460	+6%	+$949K	0.78%	33
2017 Q4	$16.1M	Buy	214,301 +1,087	+0.5%	+$82K	0.74%	35
2017 Q3	$16.4M	Buy	213,214 +2,723	+1%	+$206K	0.8%	28
2017 Q2	$15.7M	Buy	210,491 +4,997	+2%	+$354K	0.78%	29
2017 Q1	$13.7M	Buy	205,494 +27,561	+15%	+$1.84M	0.7%	35
2016 Q4	$11.6M	Buy	+177,933	New	+$11.5M	0.62%	39
2016 Q2	$11.7M	Buy	158,253 +7,217	+5%	+$499K	0.7%	29
2016 Q1	$9.8M	Buy	151,036 +21,244	+16%	+$1.45M	0.61%	42
2015 Q4	$10M	Sell	129,792 -1,727	-1%	-$137K	0.65%	39
2015 Q3	$10.8M	Buy	131,519 +1,359	+1%	+$121K	0.75%	27
2015 Q2	$11.5M	Buy	130,160 +1,210	+0.9%	+$111K	0.73%	29
2015 Q1	$11.4M	Buy	128,950 +16,832	+15%	+$1.49M	0.71%	32
2014 Q4	$9.31M	Buy	112,118 +7,735	+7%	+$641K	0.59%	47
2014 Q3	$8.8M	Sell	104,383 -15,638	-13%	-$1.27M	0.62%	38
2014 Q2	$9.74M	Buy	120,021 +1,616	+1%	+$127K	0.68%	37
2014 Q1	$9.02M	Buy	118,405 +112	+0.1%	+$8.16K	0.65%	37
2013 Q4	$8.52M	Buy	118,293 +1,385	+1%	+$96.3K	0.64%	41
2013 Q3	$8.04M	Sell	116,908 -18,985	-14%	-$1.26M	0.66%	42
2013 Q2	$8.61M	Buy	+135,893	New	+$8.84M	0.72%	36

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Financial Counselors Inc's NVS Position: Q2 2025 in Review

Financial Counselors Inc sold out of Novartis (NVS) in Q2 2025, closing a stake of 266,088 shares — an estimated $29.7M sold.

Financial Counselors Inc first reported a position in NVS in Q2 2013 and held it in 46 quarters. The position peaked at $29.9M in Q3 2024. 1,384 funds tracked by Wall St. Rank hold NVS as of Q2 2025.

Financial Counselors Inc reported no remaining Novartis position as of Q2 2025 after selling out during the quarter.
Financial Counselors Inc sold 266,088 Novartis shares in Q2 2025, an estimated $29.7M.
Financial Counselors Inc first reported a position in Novartis in Q2 2013 and held it in 46 quarters.
Financial Counselors Inc's Novartis position peaked at $29.9M in Q3 2024.
1,384 funds tracked by Wall St. Rank held Novartis as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.