Lawson Kroeker Investment Management’s Novartis NVS Stock Holding History

Lawson Kroeker Investment 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	-2,402	Closed	-$308K	–	82
2025 Q3	$308K	Hold	2,402	–	–	0.06%	87
2025 Q2	$291K	Hold	2,402	–	–	0.05%	87
2025 Q1	$268K	Sell	2,402 -40	-2%	-$4.26K	0.05%	84
2024 Q4	$238K	Hold	2,442	–	–	0.04%	89
2024 Q3	$281K	Hold	2,442	–	–	0.05%	86
2024 Q2	$260K	Buy	2,442 +42	+2%	+$4.22K	0.05%	90
2024 Q1	$232K	Hold	2,400	–	–	0.04%	84
2023 Q4	$242K	Hold	2,400	–	–	0.05%	83
2023 Q3	$244K	Hold	2,400	–	–	0.05%	83
2023 Q2	$242K	Hold	2,400	–	–	0.06%	77
2023 Q1	$221K	Buy	+2,400	New	+$210K	0.05%	87

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Lawson Kroeker Investment Management's NVS Position: Q4 2025 in Review

Lawson Kroeker Investment Management sold out of Novartis (NVS) in Q4 2025, closing a stake of 2,402 shares — an estimated $308K sold.

Lawson Kroeker Investment Management first reported a position in NVS in Q1 2023 and held it in 11 quarters. The position peaked at $308K in Q3 2025. 1,510 funds tracked by Wall St. Rank hold NVS as of Q4 2025.

Lawson Kroeker Investment Management reported no remaining Novartis position as of Q4 2025 after selling out during the quarter.
Lawson Kroeker Investment Management sold 2,402 Novartis shares in Q4 2025, an estimated $308K.
Lawson Kroeker Investment Management first reported a position in Novartis in Q1 2023 and held it in 11 quarters.
Lawson Kroeker Investment Management's Novartis position peaked at $308K in Q3 2025.
1,510 funds tracked by Wall St. Rank held Novartis as of Q4 2025.

Based on Lawson Kroeker Investment Management's 13F filing for Q4 2025, filed 20 Jan 2026.