MFA
NVS icon

McClarren Financial Advisors’s Novartis NVS Stock Holding History

McClarren Financial 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
Q2 		– Sell
-117
Closed -$27K – 222
2025
Q1 		$27K Sell
117
-125
-52% -$13.3K 0.02% 175
2024
Q4 		$23K Buy
242
+121
+100% +$12.9K 0.06% 127
2024
Q3 		$28 Sell
121
-91
-43% -$10.3K ﹤0.01% 152
2024
Q2 		$25K Sell
212
-23
-10% -$2.31K 0.02% 200
2024
Q1 		$23K Hold
235
– – 0.02% 207
2023
Q4 		$24K Buy
235
+1
+0.4% +$97 0.02% 217
2023
Q3 		$23K Hold
234
– – 0.02% 202
2023
Q2 		$23K Hold
234
– – 0.02% 208
2023
Q1 		$21K Buy
234
+6
+3% +$524 0.02% 203
2022
Q4 		$20K Buy
228
+6
+3% +$505 0.02% 210
2022
Q3 		$16K Buy
+222
New +$18.4K 0.02% 212
2022
Q2 		– Sell
-222
Closed -$19K – 186
2022
Q1 		$19K Buy
222
+4
+2% +$346 0.01% 180
2021
Q4 		$19K Buy
218
+1
+0.5% +$83 0.01% 193
2021
Q3 		$17K Hold
217
– – 0.01% 177
2021
Q2 		$19K Hold
217
– – 0.02% 183
2021
Q1 		$19K Buy
217
+5
+2% +$449 0.02% 161
2020
Q4 		$20K Buy
+212
New +$18.5K 0.02% 139

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 $295B AUM 31.6% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

McClarren Financial Advisors's NVS Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Novartis (NVS) in Q2 2025, closing a stake of 117 shares — an estimated $27K sold.

McClarren Financial Advisors first reported a position in NVS in Q4 2020 and held it in 17 quarters. The position peaked at $27K in Q1 2025. 1,383 funds tracked by Wall St. Rank hold NVS as of Q2 2025.

  • McClarren Financial Advisors reported no remaining Novartis position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 117 Novartis shares in Q2 2025, an estimated $27K.
  • McClarren Financial Advisors first reported a position in Novartis in Q4 2020 and held it in 17 quarters.
  • McClarren Financial Advisors's Novartis position peaked at $27K in Q1 2025.
  • 1,383 funds tracked by Wall St. Rank held Novartis as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.