Hoese & Co’s Novartis NVS Stock Holding History

Hoese & Co’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 Q3	–	Sell	-825	Closed	-$99.8K	–	142
2025 Q2	$99.8K	Hold	825	–	–	0.08%	64
2025 Q1	$92K	Hold	825	–	–	0.08%	47
2024 Q4	$80.3K	Hold	825	–	–	0.07%	49
2024 Q3	$94.9K	Hold	825	–	–	0.08%	48
2024 Q2	$85.1K	Hold	825	–	–	0.07%	44
2024 Q1	$83.3K	Hold	825	–	–	0.08%	46
2023 Q4	$80.8K	Hold	825	–	–	0.08%	48
2023 Q3	$84K	Hold	825	–	–	0.09%	49
2023 Q2	$83.3K	Hold	825	–	–	0.08%	53
2023 Q1	$69.4K	Hold	825	–	–	0.08%	59
2022 Q4	$74K	Sell	825 -50	-6%	-$4.21K	0.08%	64
2022 Q3	$67K	Hold	875	–	–	0.08%	59
2022 Q2	$74K	Hold	875	–	–	0.08%	62
2022 Q1	$77K	Sell	875 -400	-31%	-$34.6K	0.08%	66
2021 Q4	$112K	Hold	1,275	–	–	0.11%	61
2021 Q3	$104K	Hold	1,275	–	–	0.11%	61
2021 Q2	$116K	Buy	1,275 +825	+183%	+$73.5K	0.13%	58
2021 Q1	$38K	Buy	+450	New	+$40.4K	0.05%	80

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

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

Hoese & Co's NVS Position: Q3 2025 in Review

Hoese & Co sold out of Novartis (NVS) in Q3 2025, closing a stake of 825 shares — an estimated $99.8K sold.

Hoese & Co first reported a position in NVS in Q1 2021 and held it in 18 quarters. The position peaked at $116K in Q2 2021. 1,400 funds tracked by Wall St. Rank hold NVS as of Q3 2025.

Hoese & Co reported no remaining Novartis position as of Q3 2025 after selling out during the quarter.
Hoese & Co sold 825 Novartis shares in Q3 2025, an estimated $99.8K.
Hoese & Co first reported a position in Novartis in Q1 2021 and held it in 18 quarters.
Hoese & Co's Novartis position peaked at $116K in Q2 2021.
1,400 funds tracked by Wall St. Rank held Novartis as of Q3 2025.

Based on Hoese & Co's 13F filing for Q3 2025, filed 16 Oct 2025.