MAWAG
NVS icon

Mid-American Wealth Advisory Group’s Novartis NVS Stock Holding History

Mid-American Wealth Advisory Group’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
-39
Closed -$4.72K – 224
2025
Q2 		$4.72K Buy
+39
New +$4.4K ﹤0.01% 230

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

Mid-American Wealth Advisory Group's NVS Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of Novartis (NVS) in Q3 2025, closing a stake of 39 shares — an estimated $4.72K sold.

Mid-American Wealth Advisory Group first reported a position in NVS in Q2 2025 and held it in 1 quarter. The position peaked at $4.72K in Q2 2025. 1,400 funds tracked by Wall St. Rank hold NVS as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining Novartis position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 39 Novartis shares in Q3 2025, an estimated $4.72K.
  • Mid-American Wealth Advisory Group first reported a position in Novartis in Q2 2025 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's Novartis position peaked at $4.72K in Q2 2025.
  • 1,400 funds tracked by Wall St. Rank held Novartis as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.