Lion Street Advisors’s Novartis NVS Stock Holding History

Lion Street Advisors’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	$229K	Buy	+2,772	New	+$338K	0.08%	198
2023 Q3	–	Sell	-2,884	Closed	-$239K	–	288
2023 Q2	$239K	Buy	2,884 +55	+2%	+$5.5K	0.08%	204
2023 Q1	$260K	Buy	+2,829	New	+$247K	0.08%	199
2022 Q2	–	Sell	-2,447	Closed	-$215K	–	163
2022 Q1	$215K	Hold	2,447	–	–	0.11%	134
2021 Q4	$214K	Buy	+2,447	New	+$203K	0.1%	147
2020 Q2	–	Sell	-173	Closed	-$14K	–	285
2020 Q1	$14K	Buy	+173	New	+$15.4K	0.08%	128

Other funds holding NVS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Lion Street Advisors's NVS Position: Q3 2025 in Review

Lion Street Advisors opened a new position in Novartis (NVS) in Q3 2025: 2,772 shares worth $229K. The stake represents 0.08% of the portfolio and ranks #198 among its holdings. This is a return to the name: Lion Street Advisors previously reported a position in NVS as recently as Q2 2023.

Lion Street Advisors first reported a position in NVS in Q1 2020 and has held it in 6 quarters since. The position peaked at $260K in Q1 2023. 1,402 funds tracked by Wall St. Rank hold NVS as of Q3 2025.

Lion Street Advisors held 2,772 shares of Novartis worth $229K as of Q3 2025.
Novartis was a new Lion Street Advisors position in Q3 2025.
Novartis made up 0.08% of Lion Street Advisors's portfolio in Q3 2025, its #198 holding.
Lion Street Advisors first reported a position in Novartis in Q1 2020 and has held it in 6 quarters since.
Lion Street Advisors's Novartis position peaked at $260K in Q1 2023.
1,402 funds tracked by Wall St. Rank held Novartis as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.