Foresight Capital Management Advisors’s Novartis NVS Stock Holding History

Foresight Capital Management 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 Q2	–	Sell	-25,616	Closed	-$2.86M	–	95
2025 Q1	$2.86M	Buy	25,616 +1,012	+4%	+$108K	1.77%	25
2024 Q4	$2.39M	Buy	24,604 +1,729	+8%	+$184K	1.4%	32
2024 Q3	$2.63M	Buy	22,875 +1,628	+8%	+$185K	1.56%	28
2024 Q2	$2.26M	Buy	21,247 +1,293	+6%	+$130K	1.53%	31
2024 Q1	$1.93M	Buy	19,954 +1,121	+6%	+$115K	1.47%	32
2023 Q4	$1.9M	Buy	+18,833	New	+$1.82M	1.95%	29

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

Foresight Capital Management Advisors's NVS Position: Q2 2025 in Review

Foresight Capital Management Advisors sold out of Novartis (NVS) in Q2 2025, closing a stake of 25,616 shares — an estimated $2.86M sold.

Foresight Capital Management Advisors first reported a position in NVS in Q4 2023 and held it in 6 quarters. The position peaked at $2.86M in Q1 2025. 1,383 funds tracked by Wall St. Rank hold NVS as of Q2 2025.

Foresight Capital Management Advisors reported no remaining Novartis position as of Q2 2025 after selling out during the quarter.
Foresight Capital Management Advisors sold 25,616 Novartis shares in Q2 2025, an estimated $2.86M.
Foresight Capital Management Advisors first reported a position in Novartis in Q4 2023 and held it in 6 quarters.
Foresight Capital Management Advisors's Novartis position peaked at $2.86M in Q1 2025.
1,383 funds tracked by Wall St. Rank held Novartis as of Q2 2025.

Based on Foresight Capital Management Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.