LIP
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Lighthouse Investment Partners’s Novartis NVS Stock Holding History

Lighthouse Investment Partners’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
-14,000
Closed -$1.69M – 735
2025
Q2 		$1.69M Buy
+14,000
New +$1.58M 0.06% 328
2024
Q4 		– Sell
-25,000
Closed -$2.88M – 602
2024
Q3 		$2.88M Sell
25,000
-23,310
-48% -$2.64M 0.11% 212
2024
Q2 		$5.14M Buy
+48,310
New +$4.85M 0.21% 130

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 $295B AUM 31.6% 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 $5.72T AUM 30.48% 1-Year Est. Return

Lighthouse Investment Partners's NVS Position: Q3 2025 in Review

Lighthouse Investment Partners sold out of Novartis (NVS) in Q3 2025, closing a stake of 14,000 shares — an estimated $1.69M sold.

Lighthouse Investment Partners first reported a position in NVS in Q2 2024 and held it in 3 quarters. The position peaked at $5.14M in Q2 2024. 1,400 funds tracked by Wall St. Rank hold NVS as of Q3 2025.

  • Lighthouse Investment Partners reported no remaining Novartis position as of Q3 2025 after selling out during the quarter.
  • Lighthouse Investment Partners sold 14,000 Novartis shares in Q3 2025, an estimated $1.69M.
  • Lighthouse Investment Partners first reported a position in Novartis in Q2 2024 and held it in 3 quarters.
  • Lighthouse Investment Partners's Novartis position peaked at $5.14M in Q2 2024.
  • 1,400 funds tracked by Wall St. Rank held Novartis as of Q3 2025.

Based on Lighthouse Investment Partners's 13F filing for Q3 2025, filed 14 Nov 2025.