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Good Life Advisors’s Novartis NVS Stock Holding History

Good Life Advisors’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
-2,380
Closed -$265K – 525
2025
Q1 		$265K Buy
2,380
+40
+2% +$4.26K 0.02% 407
2024
Q4 		$228K Sell
2,340
-43
-2% -$4.58K 0.02% 430
2024
Q3 		$274K Sell
2,383
-7
-0.3% -$794 0.02% 488
2024
Q2 		$254K Buy
2,390
+22
+0.9% +$2.21K 0.02% 387
2024
Q1 		$229K Buy
2,368
+20
+0.9% +$2.05K 0.02% 400
2023
Q4 		$237K Sell
2,348
-26
-1% -$2.51K 0.02% 375
2023
Q3 		$242K Buy
2,374
+26
+1% +$2.64K 0.03% 354
2023
Q2 		$237K Buy
2,348
+7
+0.3% +$700 0.03% 344
2023
Q1 		$215K Buy
2,341
+41
+2% +$3.58K 0.03% 352
2022
Q4 		$209K Buy
+2,300
New +$194K 0.03% 324
2022
Q3 		– Sell
-2,473
Closed -$209K – 364
2022
Q2 		$209K Buy
2,473
+26
+1% +$2.28K 0.03% 317
2022
Q1 		$215K Sell
2,447
-10
-0.4% -$866 0.03% 351
2021
Q4 		$215K Sell
2,457
-248
-9% -$20.6K 0.03% 355
2021
Q3 		$221K Buy
2,705
+344
+15% +$30.9K 0.03% 322
2021
Q2 		$215K Sell
2,361
-104
-4% -$9.26K 0.04% 286
2021
Q1 		$210K Buy
2,465
+119
+5% +$10.7K 0.04% 287
2020
Q4 		$223K Hold
2,346
– – 0.05% 235
2020
Q3 		$203K Sell
2,346
-76
-3% -$6.58K 0.06% 227
2020
Q2 		$211K Buy
+2,422
New +$209K 0.06% 224
2019
Q1 		– Sell
-2,925
Closed -$225K – 259
2018
Q4 		$225K Buy
+2,925
New +$228K 0.07% 204

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

Good Life Advisors's NVS Position: Q2 2025 in Review

Good Life Advisors sold out of Novartis (NVS) in Q2 2025, closing a stake of 2,380 shares — an estimated $265K sold.

Good Life Advisors first reported a position in NVS in Q4 2018 and held it in 20 quarters. The position peaked at $274K in Q3 2024. 1,384 funds tracked by Wall St. Rank hold NVS as of Q2 2025.

  • Good Life Advisors reported no remaining Novartis position as of Q2 2025 after selling out during the quarter.
  • Good Life Advisors sold 2,380 Novartis shares in Q2 2025, an estimated $265K.
  • Good Life Advisors first reported a position in Novartis in Q4 2018 and held it in 20 quarters.
  • Good Life Advisors's Novartis position peaked at $274K in Q3 2024.
  • 1,384 funds tracked by Wall St. Rank held Novartis as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.