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Fox Run Management’s Novartis NVS Stock Holding History

Fox Run Management’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
Q4 		– Sell
-12,349
Closed -$1.58M – 1144
2025
Q3 		$1.58M Buy
+12,349
New +$1.51M 0.25% 74
2025
Q2 		– Sell
-17,840
Closed -$1.99M – 1111
2025
Q1 		$1.99M Buy
17,840
+3,351
+23% +$357K 0.31% 29
2024
Q4 		$1.41M Sell
14,489
-158
-1% -$16.8K 0.26% 67
2024
Q3 		$1.68M Buy
14,647
+12,156
+488% +$1.38M 0.37% 11
2024
Q2 		$265K Buy
+2,491
New +$250K 0.05% 582
2023
Q3 		– Sell
-5,915
Closed -$597K – 901
2023
Q2 		$597K Buy
+5,915
New +$592K 0.17% 237
2023
Q1 		– Sell
-3,572
Closed -$324K – 847
2022
Q4 		$324K Sell
3,572
-5,694
-61% -$480K 0.13% 313
2022
Q3 		$704K Buy
9,266
+1,880
+25% +$156K 0.27% 76
2022
Q2 		$624K Buy
+7,386
New +$648K 0.31% 67
2021
Q3 		– Sell
-3,920
Closed -$358K – 574
2021
Q2 		$358K Buy
+3,920
New +$349K 0.33% 115
2020
Q3 		– Sell
-2,385
Closed -$208K – 275
2020
Q2 		$208K Buy
+2,385
New +$206K 0.28% 203
2019
Q4 		– Sell
-5,316
Closed -$462K – 485
2019
Q3 		$462K Buy
+5,316
New +$477K 0.42% 49
2019
Q1 		– Sell
-6,940
Closed -$534K – 628
2018
Q4 		$534K Sell
6,940
-419
-6% -$32.6K 0.28% 90
2018
Q3 		$568K Buy
+7,359
New +$544K 0.25% 136
2017
Q4 		– Sell
-4,910
Closed -$378K – 815
2017
Q3 		$378K Sell
4,910
-335
-6% -$25.3K 0.11% 400
2017
Q2 		$392K Buy
+5,245
New +$372K 0.14% 318
2016
Q4 		– Sell
-4,241
Closed -$300K – 619
2016
Q3 		$300K Sell
4,241
-2,567
-38% -$187K 0.18% 247
2016
Q2 		$503K Buy
6,808
+2,344
+53% +$162K 0.24% 124
2016
Q1 		$290K Buy
+4,464
New +$304K 0.19% 236

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fox Run Management's NVS Position: Q4 2025 in Review

Fox Run Management sold out of Novartis (NVS) in Q4 2025, closing a stake of 12,349 shares — an estimated $1.58M sold.

Fox Run Management first reported a position in NVS in Q1 2016 and held it in 19 quarters. The position peaked at $1.99M in Q1 2025. 1,510 funds tracked by Wall St. Rank hold NVS as of Q4 2025.

  • Fox Run Management reported no remaining Novartis position as of Q4 2025 after selling out during the quarter.
  • Fox Run Management sold 12,349 Novartis shares in Q4 2025, an estimated $1.58M.
  • Fox Run Management first reported a position in Novartis in Q1 2016 and held it in 19 quarters.
  • Fox Run Management's Novartis position peaked at $1.99M in Q1 2025.
  • 1,510 funds tracked by Wall St. Rank held Novartis as of Q4 2025.

Based on Fox Run Management's 13F filing for Q4 2025, filed 11 Feb 2026.