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Meritage Portfolio Management’s Novartis NVS Stock Holding History

Meritage Portfolio Management’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
-43,558
Closed -$4.86M – 339
2025
Q1 		$4.86M Sell
43,558
-756
-2% -$80.5K 0.32% 91
2024
Q4 		$4.31M Sell
44,314
-1,324
-3% -$141K 0.27% 111
2024
Q3 		$5.25M Sell
45,638
-617
-1% -$70K 0.32% 96
2024
Q2 		$4.92M Buy
+46,255
New +$4.64M 0.31% 95

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

Meritage Portfolio Management's NVS Position: Q2 2025 in Review

Meritage Portfolio Management sold out of Novartis (NVS) in Q2 2025, closing a stake of 43,558 shares — an estimated $4.86M sold.

Meritage Portfolio Management first reported a position in NVS in Q2 2024 and held it in 4 quarters. The position peaked at $5.25M in Q3 2024. 1,383 funds tracked by Wall St. Rank hold NVS as of Q2 2025.

  • Meritage Portfolio Management reported no remaining Novartis position as of Q2 2025 after selling out during the quarter.
  • Meritage Portfolio Management sold 43,558 Novartis shares in Q2 2025, an estimated $4.86M.
  • Meritage Portfolio Management first reported a position in Novartis in Q2 2024 and held it in 4 quarters.
  • Meritage Portfolio Management's Novartis position peaked at $5.25M in Q3 2024.
  • 1,383 funds tracked by Wall St. Rank held Novartis as of Q2 2025.

Based on Meritage Portfolio Management's 13F filing for Q2 2025, filed 25 Jul 2025.