Hickory Asset Management’s Novartis NVS Stock Holding History

Hickory Asset 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 Q2	$419K	Hold	3,465	–	–	0.35%	56
2025 Q1	$386K	Sell	3,465 -117	-3%	-$12.5K	0.34%	59
2024 Q4	$349K	Buy	+3,582	New	+$382K	0.3%	69

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Hickory Asset Management's NVS Position: Q2 2025 in Review

Hickory Asset Management held its Novartis (NVS) position steady in Q2 2025 at 3,465 shares worth $419K. The position accounts for 0.35% of the portfolio, ranked #56.

Hickory Asset Management first reported a position in NVS in Q4 2024 and has held it in 3 quarters since. 1,384 funds tracked by Wall St. Rank hold NVS as of Q2 2025.

Hickory Asset Management held 3,465 shares of Novartis worth $419K as of Q2 2025.
Hickory Asset Management left its Novartis share count unchanged in Q2 2025.
Novartis made up 0.35% of Hickory Asset Management's portfolio in Q2 2025, its #56 holding.
Hickory Asset Management first reported a position in Novartis in Q4 2024 and has held it in 3 quarters since.
1,384 funds tracked by Wall St. Rank held Novartis as of Q2 2025.

Based on Hickory Asset Management's 13F filing for Q2 2025, filed 22 Jul 2025.