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MorganRosel Wealth Management’s Novartis NVS Stock Holding History

MorganRosel Wealth 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
Q3 		– Sell
-675
Closed -$81.7K – 269
2025
Q2 		$81.7K Hold
675
– – 0.02% 154
2025
Q1 		$75.2K Buy
+675
New +$71.9K 0.02% 145

Other funds holding NVS

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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

MorganRosel Wealth Management's NVS Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Novartis (NVS) in Q3 2025, closing a stake of 675 shares — an estimated $81.7K sold.

MorganRosel Wealth Management first reported a position in NVS in Q1 2025 and held it in 2 quarters. The position peaked at $81.7K in Q2 2025. 1,400 funds tracked by Wall St. Rank hold NVS as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Novartis position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 675 Novartis shares in Q3 2025, an estimated $81.7K.
  • MorganRosel Wealth Management first reported a position in Novartis in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's Novartis position peaked at $81.7K in Q2 2025.
  • 1,400 funds tracked by Wall St. Rank held Novartis as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.