Grey Fox Wealth Advisors’s Novartis NVS Stock Holding History

Grey Fox Wealth 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 Q4	–	Sell	-1,768	Closed	-$227K	–	452
2025 Q3	$227K	Sell	1,768 -50	-3%	-$6.1K	0.05%	131
2025 Q2	$220K	Hold	1,818	–	–	0.05%	122
2025 Q1	$210K	Buy	+1,818	New	+$194K	0.06%	120
2024 Q4	–	Sell	-1,818	Closed	-$209K	–	129
2024 Q3	$209K	Buy	+1,818	New	+$206K	0.06%	117
2024 Q1	–	Sell	-2,374	Closed	-$240K	–	129
2023 Q4	$240K	Sell	2,374 -60	-2%	-$5.79K	0.1%	97
2023 Q3	$248K	Hold	2,434	–	–	0.12%	93
2023 Q2	$246K	Sell	2,434 -510	-17%	-$51K	0.13%	88
2023 Q1	$271K	Sell	2,944 -20	-0.7%	-$1.75K	0.16%	78
2022 Q4	$269K	Buy	+2,964	New	+$250K	0.18%	75

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Grey Fox Wealth Advisors's NVS Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Novartis (NVS) in Q4 2025, closing a stake of 1,768 shares — an estimated $227K sold.

Grey Fox Wealth Advisors first reported a position in NVS in Q4 2022 and held it in 9 quarters. The position peaked at $271K in Q1 2023. 1,508 funds tracked by Wall St. Rank hold NVS as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining Novartis position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 1,768 Novartis shares in Q4 2025, an estimated $227K.
Grey Fox Wealth Advisors first reported a position in Novartis in Q4 2022 and held it in 9 quarters.
Grey Fox Wealth Advisors's Novartis position peaked at $271K in Q1 2023.
1,508 funds tracked by Wall St. Rank held Novartis as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.