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Lindbrook Capital’s Novartis NVS Stock Holding History

Lindbrook Capital’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
Q1 		$431K Buy
3,864
+48
+1% +$5.11K 0.04% 247
2024
Q4 		$371K Sell
3,816
-113
-3% -$12.1K 0.03% 269
2024
Q3 		$452K Buy
3,929
+11
+0.3% +$1.25K 0.04% 235
2024
Q2 		$417K Buy
3,918
+142
+4% +$14.3K 0.04% 230
2024
Q1 		$365K Buy
3,776
+52
+1% +$5.33K 0.03% 251
2023
Q4 		$376K Sell
3,724
-425
-10% -$41K 0.04% 239
2023
Q3 		$423K Sell
4,149
-550
-12% -$55.8K 0.05% 203
2023
Q2 		$474K Sell
4,699
-63
-1% -$6.3K 0.05% 186
2023
Q1 		$438K Sell
4,762
-825
-15% -$72K 0.05% 189
2022
Q4 		$507K Sell
5,587
-166
-3% -$14K 0.06% 180
2022
Q3 		$437K Buy
5,753
+56
+1% +$4.64K 0.07% 163
2022
Q2 		$482K Sell
5,697
-148
-3% -$13K 0.08% 158
2022
Q1 		$513K Sell
5,845
-402
-6% -$34.8K 0.08% 156
2021
Q4 		$546K Buy
6,247
+1,684
+37% +$140K 0.08% 151
2021
Q3 		$373K Sell
4,563
-51
-1% -$4.59K 0.1% 86
2021
Q2 		$421K Buy
4,614
+9
+0.2% +$801 0.09% 90
2021
Q1 		$394K Buy
4,605
+1,467
+47% +$132K 0.09% 95
2020
Q4 		$296K Sell
3,138
-65
-2% -$5.68K 0.07% 109
2020
Q3 		$279K Buy
3,203
+793
+33% +$68.7K 0.08% 100
2020
Q2 		$210K Sell
2,410
-108
-4% -$9.32K 0.06% 116
2020
Q1 		$208K Sell
2,518
-2,034
-45% -$181K 0.08% 98
2019
Q4 		$431K Sell
4,552
-19
-0.4% -$1.71K 0.15% 70
2019
Q3 		$397K Buy
4,571
+188
+4% +$16.9K 0.15% 67
2019
Q2 		$400K Sell
4,383
-1,416
-24% -$120K 0.15% 67
2019
Q1 		$499K Buy
5,799
+161
+3% +$12.9K 0.2% 48
2018
Q4 		$433K Buy
+5,638
New +$439K 0.21% 50

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lindbrook Capital's NVS Position: Q1 2025 in Review

Lindbrook Capital increased its Novartis (NVS) stake by 1.3% in Q1 2025, buying an estimated $5.11K and bringing the position to 3,864 shares worth $431K. The position accounts for 0.04% of the portfolio, ranked #247.

Lindbrook Capital first reported a position in NVS in Q4 2018 and has held it in 26 quarters since. The position peaked at $546K in Q4 2021. 1,357 funds tracked by Wall St. Rank hold NVS as of Q1 2025.

  • Lindbrook Capital held 3,864 shares of Novartis worth $431K as of Q1 2025.
  • Lindbrook Capital bought 48 Novartis shares in Q1 2025, an estimated $5.11K.
  • Novartis made up 0.04% of Lindbrook Capital's portfolio in Q1 2025, its #247 holding.
  • Lindbrook Capital first reported a position in Novartis in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Novartis position peaked at $546K in Q4 2021.
  • 1,357 funds tracked by Wall St. Rank held Novartis as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.