Garde Capital’s Novartis NVS Stock Holding History

Garde Capital’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	-405	Closed	-$49K	–	619
2025 Q2	$49K	Hold	405	–	–	﹤0.01%	351
2025 Q1	$45.1K	Buy	+405	New	+$43.1K	﹤0.01%	349
2019 Q1	–	Sell	-8,599	Closed	-$661K	–	160
2018 Q4	$661K	Sell	8,599 -11	-0.1%	-$856	0.12%	94
2018 Q3	$673K	Buy	8,610 +234	+3%	+$17.3K	0.11%	97
2018 Q2	$567K	Buy	8,376 +224	+3%	+$15.5K	0.1%	103
2018 Q1	$591K	Buy	8,152 +117	+1%	+$8.91K	0.11%	96
2017 Q4	$605K	Hold	8,035	–	–	0.11%	95
2017 Q3	$618K	Buy	+8,035	New	+$607K	0.12%	93
2016 Q4	–	Sell	-8,690	Closed	-$716K	–	148
2016 Q3	$716K	Buy	+8,690	New	+$633K	0.23%	75
2015 Q4	–	Sell	-8,690	Closed	-$716K	–	137
2015 Q3	$716K	Sell	8,690 -1,786	-17%	-$159K	0.23%	75
2015 Q2	$923K	Sell	10,476 -2,120	-17%	-$194K	0.28%	70
2015 Q1	$1.11M	Buy	12,596 +599	+5%	+$53.1K	0.34%	59
2014 Q4	$996K	Buy	+11,997	New	+$994K	0.31%	68

Other funds holding NVS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Garde Capital's NVS Position: Q3 2025 in Review

Garde Capital sold out of Novartis (NVS) in Q3 2025, closing a stake of 405 shares — an estimated $49K sold.

Garde Capital first reported a position in NVS in Q4 2014 and held it in 13 quarters. The position peaked at $1.11M in Q1 2015. 1,402 funds tracked by Wall St. Rank hold NVS as of Q3 2025.

Garde Capital reported no remaining Novartis position as of Q3 2025 after selling out during the quarter.
Garde Capital sold 405 Novartis shares in Q3 2025, an estimated $49K.
Garde Capital first reported a position in Novartis in Q4 2014 and held it in 13 quarters.
Garde Capital's Novartis position peaked at $1.11M in Q1 2015.
1,402 funds tracked by Wall St. Rank held Novartis as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.