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Friedenthal Financial’s Novartis NVS Stock Holding History

Friedenthal Financial’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
-52
Closed -$6.67K – 292
2025
Q3 		$6.67K Hold
52
– – ﹤0.01% 204
2025
Q2 		$6.29K Hold
52
– – ﹤0.01% 203
2025
Q1 		$5.8K Hold
52
– – ﹤0.01% 185
2024
Q4 		$5.06K Hold
52
– – ﹤0.01% 224
2024
Q3 		$5.98K Hold
52
– – ﹤0.01% 202
2024
Q2 		$5.54K Hold
52
– – ﹤0.01% 203
2024
Q1 		$5.03K Hold
52
– – ﹤0.01% 203
2023
Q4 		$5.25K Buy
+52
New +$5.02K ﹤0.01% 207

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

Friedenthal Financial's NVS Position: Q4 2025 in Review

Friedenthal Financial sold out of Novartis (NVS) in Q4 2025, closing a stake of 52 shares — an estimated $6.67K sold.

Friedenthal Financial first reported a position in NVS in Q4 2023 and held it in 8 quarters. The position peaked at $6.67K in Q3 2025. 1,512 funds tracked by Wall St. Rank hold NVS as of Q4 2025.

  • Friedenthal Financial reported no remaining Novartis position as of Q4 2025 after selling out during the quarter.
  • Friedenthal Financial sold 52 Novartis shares in Q4 2025, an estimated $6.67K.
  • Friedenthal Financial first reported a position in Novartis in Q4 2023 and held it in 8 quarters.
  • Friedenthal Financial's Novartis position peaked at $6.67K in Q3 2025.
  • 1,512 funds tracked by Wall St. Rank held Novartis as of Q4 2025.

Based on Friedenthal Financial's 13F filing for Q4 2025, filed 27 Jan 2026.