Lowe Wealth Advisors’s Novartis NVS Stock Holding History

Lowe Wealth 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	$19.2K	Hold	150	–	–	0.01%	213
2025 Q2	$18.2K	Hold	150	–	–	0.01%	210
2025 Q1	$16.7K	Buy	+150	New	+$16K	0.01%	214
2022 Q1	–	Sell	-21	Closed	-$2K	–	332
2021 Q4	$2K	Hold	21	–	–	﹤0.01%	272
2021 Q3	$2K	Hold	21	–	–	﹤0.01%	259
2021 Q2	$2K	Hold	21	–	–	﹤0.01%	253
2021 Q1	$2K	Hold	21	–	–	﹤0.01%	252
2020 Q4	$2K	Hold	21	–	–	﹤0.01%	242
2020 Q3	$2K	Hold	21	–	–	﹤0.01%	234
2020 Q2	$2K	Hold	21	–	–	﹤0.01%	231
2020 Q1	$2K	Hold	21	–	–	﹤0.01%	239
2019 Q4	$2K	Sell	21 -100	-83%	-$8.97K	﹤0.01%	245
2019 Q3	$11K	Hold	121	–	–	0.01%	148
2019 Q2	$11K	Buy	121 +98	+426%	+$8.29K	0.01%	159
2019 Q1	$2K	Hold	23	–	–	﹤0.01%	230
2018 Q4	$2K	Sell	23 -50	-68%	-$3.89K	﹤0.01%	218
2018 Q3	$6K	Buy	73 +50	+217%	+$3.7K	﹤0.01%	173
2018 Q2	$2K	Hold	23	–	–	﹤0.01%	203
2018 Q1	$2K	Hold	23	–	–	﹤0.01%	209
2017 Q4	$2K	Hold	23	–	–	﹤0.01%	220
2017 Q3	$2K	Hold	23	–	–	﹤0.01%	213
2017 Q2	$2K	Hold	23	–	–	﹤0.01%	189
2017 Q1	$2K	Hold	23	–	–	﹤0.01%	187
2016 Q4	$2K	Hold	23	–	–	﹤0.01%	194
2016 Q3	$2K	Hold	23	–	–	﹤0.01%	204
2016 Q2	$2K	Buy	+23	New	+$1.59K	﹤0.01%	203

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lowe Wealth Advisors's NVS Position: Q3 2025 in Review

Lowe Wealth Advisors held its Novartis (NVS) position steady in Q3 2025 at 150 shares worth $19.2K. The position accounts for 0.01% of the portfolio, ranked #213.

Lowe Wealth Advisors first reported a position in NVS in Q2 2016 and has held it in 26 quarters since. 1,400 funds tracked by Wall St. Rank hold NVS as of Q3 2025.

Lowe Wealth Advisors held 150 shares of Novartis worth $19.2K as of Q3 2025.
Lowe Wealth Advisors left its Novartis share count unchanged in Q3 2025.
Novartis made up 0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #213 holding.
Lowe Wealth Advisors first reported a position in Novartis in Q2 2016 and has held it in 26 quarters since.
1,400 funds tracked by Wall St. Rank held Novartis as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.