Main Street Financial Solutions’s Novartis NVS Stock Holding History

Main Street Financial Solutions’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	–	Sell	-3,499	Closed	-$340K	–	545
2024 Q4	$340K	Sell	3,499 -921	-21%	-$98.2K	0.03%	357
2024 Q3	$508K	Buy	4,420 +1,703	+63%	+$193K	0.05%	306
2024 Q2	$289K	Hold	2,717	–	–	0.03%	437
2024 Q1	$263K	Buy	2,717 +44	+2%	+$4.51K	0.03%	437
2023 Q4	$270K	Buy	2,673 +155	+6%	+$15K	0.03%	386
2023 Q3	$256K	Buy	2,518 +220	+10%	+$22.3K	0.04%	376
2023 Q2	$232K	Sell	2,298 -119	-5%	-$11.9K	0.03%	407
2023 Q1	$222K	Sell	2,417 -86	-3%	-$7.51K	0.03%	410
2022 Q4	$227K	Buy	+2,503	New	+$211K	0.04%	395

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Main Street Financial Solutions's NVS Position: Q1 2025 in Review

Main Street Financial Solutions sold out of Novartis (NVS) in Q1 2025, closing a stake of 3,499 shares — an estimated $340K sold.

Main Street Financial Solutions first reported a position in NVS in Q4 2022 and held it in 9 quarters. The position peaked at $508K in Q3 2024. 1,356 funds tracked by Wall St. Rank hold NVS as of Q1 2025.

Main Street Financial Solutions reported no remaining Novartis position as of Q1 2025 after selling out during the quarter.
Main Street Financial Solutions sold 3,499 Novartis shares in Q1 2025, an estimated $340K.
Main Street Financial Solutions first reported a position in Novartis in Q4 2022 and held it in 9 quarters.
Main Street Financial Solutions's Novartis position peaked at $508K in Q3 2024.
1,356 funds tracked by Wall St. Rank held Novartis as of Q1 2025.

Based on Main Street Financial Solutions's 13F filing for Q1 2025, filed 8 May 2025.