Global Financial Private Client’s Novartis NVS Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-582	Closed	-$64.9K	–	1144
2025 Q1	$64.9K	Hold	582	–	–	0.02%	307
2024 Q4	$56.6K	Hold	582	–	–	0.02%	317
2024 Q3	$66.9K	Buy	582 +324	+126%	+$36.8K	0.03%	299
2024 Q2	$27.5K	Hold	258	–	–	0.01%	359
2024 Q1	$24.7K	Hold	258	–	–	0.01%	372
2023 Q4	$26.1K	Hold	258	–	–	0.01%	362
2023 Q3	$26.2K	Hold	258	–	–	0.01%	345
2023 Q2	$25.5K	Hold	258	–	–	0.01%	353
2023 Q1	$23.9K	Buy	+258	New	+$22.5K	0.01%	355

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Global Financial Private Client's NVS Position: Q2 2025 in Review

Global Financial Private Client sold out of Novartis (NVS) in Q2 2025, closing a stake of 582 shares — an estimated $64.9K sold.

Global Financial Private Client first reported a position in NVS in Q1 2023 and held it in 9 quarters. The position peaked at $66.9K in Q3 2024. 1,383 funds tracked by Wall St. Rank hold NVS as of Q2 2025.

Global Financial Private Client reported no remaining Novartis position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 582 Novartis shares in Q2 2025, an estimated $64.9K.
Global Financial Private Client first reported a position in Novartis in Q1 2023 and held it in 9 quarters.
Global Financial Private Client's Novartis position peaked at $66.9K in Q3 2024.
1,383 funds tracked by Wall St. Rank held Novartis as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.