Iron Horse Wealth Management’s Novartis NVS Stock Holding History

Iron Horse 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 Q2	$3.51K	Hold	29	–	–	﹤0.01%	413
2025 Q1	$3.23K	Hold	29	–	–	﹤0.01%	410
2024 Q4	$2.82K	Hold	29	–	–	﹤0.01%	357
2024 Q3	$3.33K	Hold	29	–	–	﹤0.01%	334
2024 Q2	$3.09K	Hold	29	–	–	﹤0.01%	318
2024 Q1	$2.81K	Hold	29	–	–	﹤0.01%	309
2023 Q4	$2.93K	Hold	29	–	–	﹤0.01%	319
2023 Q3	$2.95K	Buy	+29	New	+$2.94K	﹤0.01%	318

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Iron Horse Wealth Management's NVS Position: Q2 2025 in Review

Iron Horse Wealth Management held its Novartis (NVS) position steady in Q2 2025 at 29 shares worth $3.51K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

Iron Horse Wealth Management first reported a position in NVS in Q3 2023 and has held it in 8 quarters since. 1,383 funds tracked by Wall St. Rank hold NVS as of Q2 2025.

Iron Horse Wealth Management held 29 shares of Novartis worth $3.51K as of Q2 2025.
Iron Horse Wealth Management left its Novartis share count unchanged in Q2 2025.
Novartis made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #413 holding.
Iron Horse Wealth Management first reported a position in Novartis in Q3 2023 and has held it in 8 quarters since.
1,383 funds tracked by Wall St. Rank held Novartis as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.