HighMark Wealth Management’s Novartis NVS Stock Holding History

HighMark Wealth 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 Q4	–	Sell	-60	Closed	-$7.69K	–	637
2025 Q3	$7.69K	Buy	+60	New	+$7.32K	﹤0.01%	339
2024 Q4	–	Sell	-21	Closed	-$2.42K	–	603
2024 Q3	$2.42K	Sell	21 -15	-42%	-$1.7K	﹤0.01%	470
2024 Q2	$3.83K	Hold	36	–	–	﹤0.01%	410
2024 Q1	$3.48K	Hold	36	–	–	﹤0.01%	406
2023 Q4	$3.63K	Sell	36 -19	-35%	-$1.83K	﹤0.01%	407
2023 Q3	$5.6K	Sell	55 -4	-7%	-$406	﹤0.01%	336
2023 Q2	$5.95K	Hold	59	–	–	﹤0.01%	329
2023 Q1	$5.43K	Sell	59 -12	-17%	-$1.05K	﹤0.01%	382
2022 Q4	$6.44K	Hold	71	–	–	﹤0.01%	312
2022 Q3	$5K	Sell	71 -4	-5%	-$332	﹤0.01%	339
2022 Q2	$6K	Hold	75	–	–	﹤0.01%	324
2022 Q1	$7K	Buy	75 +15	+25%	+$1.3K	﹤0.01%	324
2021 Q4	$5K	Buy	60 +13	+28%	+$1.08K	﹤0.01%	363
2021 Q3	$4K	Hold	47	–	–	﹤0.01%	390
2021 Q2	$4K	Hold	47	–	–	﹤0.01%	395
2021 Q1	$4K	Sell	47 -7	-13%	-$628	﹤0.01%	367
2020 Q4	$5K	Sell	54 -92	-63%	-$8.04K	﹤0.01%	335
2020 Q3	$13K	Hold	146	–	–	0.01%	194
2020 Q2	$13K	Buy	146 +87	+147%	+$7.51K	0.01%	166
2020 Q1	$4K	Sell	59 -1	-2%	-$89	﹤0.01%	251
2019 Q4	$5K	Buy	+60	New	+$5.38K	0.01%	286

Other funds holding NVS

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

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

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

Primecap Management Pasadena, California $169B AUM 114.72% 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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

HighMark Wealth Management's NVS Position: Q4 2025 in Review

HighMark Wealth Management sold out of Novartis (NVS) in Q4 2025, closing a stake of 60 shares — an estimated $7.69K sold.

HighMark Wealth Management first reported a position in NVS in Q4 2019 and held it in 21 quarters. The position peaked at $13K in Q3 2020. 1,513 funds tracked by Wall St. Rank hold NVS as of Q4 2025.

HighMark Wealth Management reported no remaining Novartis position as of Q4 2025 after selling out during the quarter.
HighMark Wealth Management sold 60 Novartis shares in Q4 2025, an estimated $7.69K.
HighMark Wealth Management first reported a position in Novartis in Q4 2019 and held it in 21 quarters.
HighMark Wealth Management's Novartis position peaked at $13K in Q3 2020.
1,513 funds tracked by Wall St. Rank held Novartis as of Q4 2025.

Based on HighMark Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.