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Foster Victor Wealth Advisors’s Novartis NVS Stock Holding History

Foster Victor Wealth 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
-86,724
Closed -$8.46M – 202
2024
Q4 		$8.46M Buy
86,724
+15,212
+21% +$1.62M 0.65% 67
2024
Q3 		$8.27M Sell
71,512
-54,965
-43% -$6.24M 0.66% 67
2024
Q2 		$14M Buy
126,477
+1,589
+1% +$160K 1.17% 30
2024
Q1 		$11.8M Buy
124,888
+13,864
+12% +$1.42M 1.08% 45
2023
Q4 		$11.9M Buy
111,024
+3,520
+3% +$340K 1.22% 33
2023
Q3 		$10.4M Sell
107,504
-1,553
-1% -$158K 1.22% 33
2023
Q2 		$10.8M Sell
109,057
-9,846
-8% -$985K 1.2% 33
2023
Q1 		$11.1M Buy
118,903
+5,704
+5% +$498K 1.35% 27
2022
Q4 		$10.4M Buy
113,199
+7,386
+7% +$622K 1.33% 27
2022
Q3 		$8.05M Buy
105,813
+9,008
+9% +$747K 1.17% 36
2022
Q2 		$8.11M Buy
96,805
+6,968
+8% +$611K 1.21% 31
2022
Q1 		$8.14M Buy
89,837
+16,070
+22% +$1.39M 1.12% 35
2021
Q4 		$6.62M Buy
73,767
+11,940
+19% +$991K 0.9% 44
2021
Q3 		$5.06M Buy
61,827
+1,367
+2% +$123K 0.81% 44
2021
Q2 		$5.52M Buy
60,460
+8,266
+16% +$736K 0.92% 36
2021
Q1 		$4.52M Buy
52,194
+7,358
+16% +$660K 0.84% 38
2020
Q4 		$4.23M Buy
44,836
+5,965
+15% +$521K 0.96% 38
2020
Q3 		$3.38M Buy
38,871
+3,380
+10% +$293K 0.92% 37
2020
Q2 		$3.1M Buy
+35,491
New +$3.06M 1.03% 37

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Foster Victor Wealth Advisors's NVS Position: Q1 2025 in Review

Foster Victor Wealth Advisors sold out of Novartis (NVS) in Q1 2025, closing a stake of 86,724 shares — an estimated $8.46M sold.

Foster Victor Wealth Advisors first reported a position in NVS in Q2 2020 and held it in 19 quarters. The position peaked at $14M in Q2 2024. 1,358 funds tracked by Wall St. Rank hold NVS as of Q1 2025.

  • Foster Victor Wealth Advisors reported no remaining Novartis position as of Q1 2025 after selling out during the quarter.
  • Foster Victor Wealth Advisors sold 86,724 Novartis shares in Q1 2025, an estimated $8.46M.
  • Foster Victor Wealth Advisors first reported a position in Novartis in Q2 2020 and held it in 19 quarters.
  • Foster Victor Wealth Advisors's Novartis position peaked at $14M in Q2 2024.
  • 1,358 funds tracked by Wall St. Rank held Novartis as of Q1 2025.

Based on Foster Victor Wealth Advisors's 13F filing for Q1 2025, filed 17 Apr 2025.