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Freedom Investment Management’s Novartis NVS Stock Holding History

Freedom Investment 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
Q3 		– Sell
-5,960
Closed -$721K – 498
2025
Q2 		$721K Sell
5,960
-622
-9% -$70.1K 0.06% 336
2025
Q1 		$734K Sell
6,582
-879
-12% -$93.6K 0.06% 319
2024
Q4 		$726K Buy
7,461
+345
+5% +$36.8K 0.06% 316
2024
Q3 		$818K Sell
7,116
-1,555
-18% -$176K 0.07% 300
2024
Q2 		$923K Sell
8,671
-32
-0.4% -$3.21K 0.08% 254
2024
Q1 		$842K Sell
8,703
-510
-6% -$52.3K 0.07% 297
2023
Q4 		$930K Buy
9,213
+903
+11% +$87.2K 0.08% 271
2023
Q3 		$846K Sell
8,310
-1,597
-16% -$162K 0.1% 246
2023
Q2 		$1,000K Sell
9,907
-1,313
-12% -$131K 0.11% 237
2023
Q1 		$1.03M Sell
11,220
-2,307
-17% -$201K 0.12% 235
2022
Q4 		$1.23M Sell
13,527
-1,478
-10% -$124K 0.14% 209
2022
Q3 		$1.14M Sell
15,005
-5,799
-28% -$481K 0.13% 213
2022
Q2 		$1.76M Sell
20,804
-730
-3% -$64K 0.19% 133
2022
Q1 		$1.89M Buy
+21,534
New +$1.86M 0.17% 148
2021
Q2 		– Sell
-4,153
Closed -$355K – 902
2021
Q1 		$355K Sell
4,153
-2,429
-37% -$218K 0.03% 628
2020
Q4 		$622K Sell
6,582
-1,068
-14% -$93.3K 0.07% 282
2020
Q3 		$665K Sell
7,650
-863
-10% -$74.8K 0.07% 233
2020
Q2 		$743K Sell
8,513
-491
-5% -$42.4K 0.08% 198
2020
Q1 		$863K Buy
9,004
+778
+9% +$69.4K 0.08% 214
2019
Q4 		$779K Sell
8,226
-1,005
-11% -$90.2K 0.07% 245
2019
Q3 		$802K Sell
9,231
-711
-7% -$63.8K 0.07% 249
2019
Q2 		$908K Sell
9,942
-11,916
-55% -$1.01M 0.08% 237
2019
Q1 		$1.88M Buy
21,858
+1,430
+7% +$115K 0.15% 151
2018
Q4 		$1.57M Sell
20,428
-2,531
-11% -$197K 0.12% 167
2018
Q3 		$1.7M Buy
22,959
+274
+1% +$20.3K 0.11% 187
2018
Q2 		$1.53M Buy
22,685
+1,760
+8% +$121K 0.09% 228
2018
Q1 		$1.52M Sell
20,925
-591
-3% -$45K 0.08% 247
2017
Q4 		$1.62M Buy
21,516
+159
+0.7% +$12K 0.08% 208
2017
Q3 		$1.64M Buy
21,357
+2,049
+11% +$155K 0.09% 187
2017
Q2 		$1.44M Sell
19,308
-5,214
-21% -$370K 0.08% 197
2017
Q1 		$1.63M Buy
24,522
+13,150
+116% +$876K 0.09% 160
2016
Q4 		$742K Sell
11,372
-1,231
-10% -$79.9K 0.05% 352
2016
Q3 		$892K Buy
12,603
+1,761
+16% +$128K 0.06% 272
2016
Q2 		$802K Sell
10,842
-738
-6% -$51K 0.05% 278
2016
Q1 		$752K Sell
11,580
-2,352
-17% -$160K 0.05% 280
2015
Q4 		$1.07M Buy
13,932
+10,559
+313% +$839K 0.08% 203
2015
Q3 		$263K Sell
3,373
-6,492
-66% -$578K 0.03% 517
2015
Q2 		$869K Buy
9,865
+2,064
+26% +$189K 0.09% 187
2015
Q1 		$689K Buy
7,801
+2,294
+42% +$203K 0.08% 218
2014
Q4 		$457K Buy
5,507
+1,204
+28% +$99.8K 0.06% 309
2014
Q3 		$363K Buy
4,303
+466
+12% +$37.7K 0.06% 291
2014
Q2 		$311K Buy
3,837
+897
+31% +$70.6K 0.05% 337
2014
Q1 		$224K Buy
+2,940
New +$214K 0.05% 374

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Freedom Investment Management's NVS Position: Q3 2025 in Review

Freedom Investment Management sold out of Novartis (NVS) in Q3 2025, closing a stake of 5,960 shares — an estimated $721K sold.

Freedom Investment Management first reported a position in NVS in Q1 2014 and held it in 43 quarters. The position peaked at $1.89M in Q1 2022. 1,400 funds tracked by Wall St. Rank hold NVS as of Q3 2025.

  • Freedom Investment Management reported no remaining Novartis position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 5,960 Novartis shares in Q3 2025, an estimated $721K.
  • Freedom Investment Management first reported a position in Novartis in Q1 2014 and held it in 43 quarters.
  • Freedom Investment Management's Novartis position peaked at $1.89M in Q1 2022.
  • 1,400 funds tracked by Wall St. Rank held Novartis as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.