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Hutchinson Financial Advisors’s Novartis NVS Stock Holding History

Hutchinson Financial 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
Q3 		$1.24M Buy
9,656
+234
+2% +$28.6K 1.22% 36
2025
Q2 		$1.14M Buy
+9,422
New +$1.06M 1.28% 38

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 $336B AUM 34.66% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Hutchinson Financial Advisors's NVS Position: Q3 2025 in Review

Hutchinson Financial Advisors increased its Novartis (NVS) stake by 2.5% in Q3 2025, buying an estimated $28.6K and bringing the position to 9,656 shares worth $1.24M. The position accounts for 1.22% of the portfolio, ranked #36.

Hutchinson Financial Advisors first reported a position in NVS in Q2 2025 and has held it in 2 quarters since. 1,401 funds tracked by Wall St. Rank hold NVS as of Q3 2025.

  • Hutchinson Financial Advisors held 9,656 shares of Novartis worth $1.24M as of Q3 2025.
  • Hutchinson Financial Advisors bought 234 Novartis shares in Q3 2025, an estimated $28.6K.
  • Novartis made up 1.22% of Hutchinson Financial Advisors's portfolio in Q3 2025, its #36 holding.
  • Hutchinson Financial Advisors first reported a position in Novartis in Q2 2025 and has held it in 2 quarters since.
  • 1,401 funds tracked by Wall St. Rank held Novartis as of Q3 2025.

Based on Hutchinson Financial Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.