FSA Wealth Management’s Novartis NVS Stock Holding History

FSA Wealth 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	$11.5K	Hold	90	–	–	﹤0.01%	293
2025 Q2	$10.9K	Hold	90	–	–	﹤0.01%	281
2025 Q1	$10K	Hold	90	–	–	﹤0.01%	271
2024 Q4	$8.76K	Sell	90 -33	-27%	-$3.52K	﹤0.01%	314
2024 Q3	$14.1K	Buy	+123	New	+$14K	0.01%	275
2024 Q1	$8.71K	Hold	90	–	–	﹤0.01%	349
2023 Q4	$9K	Buy	+90	New	+$8.69K	﹤0.01%	337
2021 Q1	–	Sell	-1,368	Closed	-$129K	–	180
2020 Q4	$129K	Buy	+1,368	New	+$120K	0.06%	72
2020 Q3	–	Sell	-1,448	Closed	-$126K	–	251
2020 Q2	$126K	Hold	1,448	–	–	0.09%	70
2020 Q1	$119K	Buy	1,448 +80	+6%	+$7.14K	0.1%	68
2019 Q4	$130K	Buy	+1,368	New	+$123K	0.09%	77

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FSA Wealth Management's NVS Position: Q3 2025 in Review

FSA Wealth Management held its Novartis (NVS) position steady in Q3 2025 at 90 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #293.

FSA Wealth Management first reported a position in NVS in Q4 2019 and has held it in 11 quarters since. The position peaked at $130K in Q4 2019. 1,400 funds tracked by Wall St. Rank hold NVS as of Q3 2025.

FSA Wealth Management held 90 shares of Novartis worth $11.5K as of Q3 2025.
FSA Wealth Management left its Novartis share count unchanged in Q3 2025.
Novartis made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #293 holding.
FSA Wealth Management first reported a position in Novartis in Q4 2019 and has held it in 11 quarters since.
FSA Wealth Management's Novartis position peaked at $130K in Q4 2019.
1,400 funds tracked by Wall St. Rank held Novartis as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.