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Ignite Planners’s Novartis NVS Stock Holding History

Ignite Planners’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
-5,762
Closed -$739K – 420
2025
Q3 		$739K Sell
5,762
-208
-3% -$25.4K 0.12% 167
2025
Q2 		$682K Buy
5,970
+174
+3% +$19.6K 0.12% 170
2025
Q1 		$645K Buy
5,796
+72
+1% +$7.67K 0.13% 163
2024
Q4 		$559K Buy
5,724
+235
+4% +$25.1K 0.12% 154
2024
Q3 		$631K Sell
5,489
-93
-2% -$10.6K 0.14% 138
2024
Q2 		$604K Buy
5,582
+256
+5% +$25.7K 0.15% 138
2024
Q1 		$511K Sell
5,326
-1,015
-16% -$104K 0.14% 149
2023
Q4 		$640K Sell
6,341
-588
-8% -$56.8K 0.19% 130
2023
Q3 		$666K Buy
+6,929
New +$703K 0.2% 129

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 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 $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ignite Planners's NVS Position: Q4 2025 in Review

Ignite Planners sold out of Novartis (NVS) in Q4 2025, closing a stake of 5,762 shares — an estimated $739K sold.

Ignite Planners first reported a position in NVS in Q3 2023 and held it in 9 quarters. The position peaked at $739K in Q3 2025. 1,510 funds tracked by Wall St. Rank hold NVS as of Q4 2025.

  • Ignite Planners reported no remaining Novartis position as of Q4 2025 after selling out during the quarter.
  • Ignite Planners sold 5,762 Novartis shares in Q4 2025, an estimated $739K.
  • Ignite Planners first reported a position in Novartis in Q3 2023 and held it in 9 quarters.
  • Ignite Planners's Novartis position peaked at $739K in Q3 2025.
  • 1,510 funds tracked by Wall St. Rank held Novartis as of Q4 2025.

Based on Ignite Planners's 13F filing for Q4 2025, filed 6 Feb 2026.