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Mar Vista Investment Partners’s Novartis NVS Stock Holding History

Mar Vista 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
-207
Closed -$25K – 39
2025
Q2 		$25K Hold
207
– – ﹤0.01% 46
2025
Q1 		$23.1K Sell
207
-93
-31% -$9.9K ﹤0.01% 46
2024
Q4 		$29.2K Hold
300
– – ﹤0.01% 46
2024
Q3 		$34.5K Hold
300
– – ﹤0.01% 46
2024
Q2 		$31.9K Sell
300
-51,375
-99% -$5.16M ﹤0.01% 50
2024
Q1 		$5M Hold
51,675
– – 0.22% 37
2023
Q4 		$5.22M Hold
51,675
– – 0.24% 37
2023
Q3 		$5.26M Hold
51,675
– – 0.25% 35
2023
Q2 		$5.21M Buy
51,675
+14
+0% +$1.4K 0.22% 36
2023
Q1 		$4.75M Buy
51,661
+1,582
+3% +$138K 0.21% 36
2022
Q4 		$4.54M Buy
50,079
+3,030
+6% +$255K 0.2% 37
2022
Q3 		$3.58M Sell
47,049
-925
-2% -$76.7K 0.16% 37
2022
Q2 		$4.05M Hold
47,974
– – 0.17% 39
2022
Q1 		$4.21M Buy
47,974
+5,511
+13% +$477K 0.13% 38
2021
Q4 		$3.71M Sell
42,463
-95
-0.2% -$7.89K 0.1% 42
2021
Q3 		$3.48M Hold
42,558
– – 0.09% 42
2021
Q2 		$3.88M Hold
42,558
– – 0.1% 43
2021
Q1 		$3.64M Buy
42,558
+8
+0% +$718 0.08% 43
2020
Q4 		$4.02M Hold
42,550
– – 0.1% 41
2020
Q3 		$3.7M Buy
42,550
+42,279
+15,601% +$3.66M 0.1% 39
2020
Q2 		$24K Buy
271
+14
+5% +$1.21K ﹤0.01% 48
2020
Q1 		$21K Buy
257
+74
+40% +$6.6K ﹤0.01% 50
2019
Q4 		$17K Buy
+183
New +$16.4K ﹤0.01% 49

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

Mar Vista Investment Partners's NVS Position: Q3 2025 in Review

Mar Vista Investment Partners sold out of Novartis (NVS) in Q3 2025, closing a stake of 207 shares — an estimated $25K sold.

Mar Vista Investment Partners first reported a position in NVS in Q4 2019 and held it in 23 quarters. The position peaked at $5.26M in Q3 2023. 1,401 funds tracked by Wall St. Rank hold NVS as of Q3 2025.

  • Mar Vista Investment Partners reported no remaining Novartis position as of Q3 2025 after selling out during the quarter.
  • Mar Vista Investment Partners sold 207 Novartis shares in Q3 2025, an estimated $25K.
  • Mar Vista Investment Partners first reported a position in Novartis in Q4 2019 and held it in 23 quarters.
  • Mar Vista Investment Partners's Novartis position peaked at $5.26M in Q3 2023.
  • 1,401 funds tracked by Wall St. Rank held Novartis as of Q3 2025.

Based on Mar Vista Investment Partners's 13F filing for Q3 2025, filed 12 Nov 2025.