FORA Capital’s Novartis NVS Stock Holding History

FORA Capital’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	-17,380	Closed	-$1.69M	–	614
2024 Q4	$1.69M	Buy	+17,380	New	+$1.85M	0.19%	157
2024 Q2	–	Sell	-30,681	Closed	-$2.97M	–	491
2024 Q1	$2.97M	Buy	+30,681	New	+$3.15M	0.24%	119
2023 Q4	–	Sell	-14,793	Closed	-$1.51M	–	580
2023 Q3	$1.51M	Sell	14,793 -16,506	-53%	-$1.68M	0.13%	187
2023 Q2	$3.16M	Buy	31,299 +1,259	+4%	+$126K	0.45%	65
2023 Q1	$2.76M	Buy	30,040 +13,564	+82%	+$1.18M	0.28%	110
2022 Q4	$1.49M	Sell	16,476 -36,155	-69%	-$3.05M	0.24%	113
2022 Q3	$4M	Buy	52,631 +27,818	+112%	+$2.31M	0.77%	21
2022 Q2	$2.1M	Buy	+24,813	New	+$2.18M	0.42%	72
2022 Q1	–	Sell	-12,831	Closed	-$1.12M	–	599
2021 Q4	$1.12M	Sell	12,831 -24,248	-65%	-$2.01M	0.44%	64
2021 Q3	$3.03M	Buy	37,079 +17,326	+88%	+$1.56M	0.77%	30
2021 Q2	$1.8M	Buy	19,753 +15,888	+411%	+$1.41M	0.34%	76
2021 Q1	$330K	Buy	+3,865	New	+$347K	0.11%	217
2020 Q4	–	Sell	-1,734	Closed	-$151K	–	1073
2020 Q3	$151K	Buy	1,734 +568	+49%	+$49.2K	0.1%	221
2020 Q2	$102K	Sell	1,166 -3,160	-73%	-$273K	0.03%	490
2020 Q1	$357K	Sell	4,326 -22,832	-84%	-$2.04M	0.08%	309
2019 Q4	$2.57M	Buy	+27,158	New	+$2.44M	0.26%	93

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

FORA Capital's NVS Position: Q1 2025 in Review

FORA Capital sold out of Novartis (NVS) in Q1 2025, closing a stake of 17,380 shares — an estimated $1.69M sold.

FORA Capital first reported a position in NVS in Q4 2019 and held it in 16 quarters. The position peaked at $4M in Q3 2022. 1,356 funds tracked by Wall St. Rank hold NVS as of Q1 2025.

FORA Capital reported no remaining Novartis position as of Q1 2025 after selling out during the quarter.
FORA Capital sold 17,380 Novartis shares in Q1 2025, an estimated $1.69M.
FORA Capital first reported a position in Novartis in Q4 2019 and held it in 16 quarters.
FORA Capital's Novartis position peaked at $4M in Q3 2022.
1,356 funds tracked by Wall St. Rank held Novartis as of Q1 2025.

Based on FORA Capital's 13F filing for Q1 2025, filed 14 May 2025.