New Millennium Group’s Novartis NVS Stock Holding History

New Millennium 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 Q4	$36.8K	Hold	267	–	–	0.02%	135
2025 Q3	$34.2K	Hold	267	–	–	0.02%	147
2025 Q2	$32.3K	Hold	267	–	–	0.02%	122
2025 Q1	$29.8K	Hold	267	–	–	0.02%	126
2024 Q4	$26K	Hold	267	–	–	0.02%	140
2024 Q3	$30.7K	Hold	267	–	–	0.02%	115
2024 Q2	$28.4K	Buy	+267	New	+$26.8K	0.02%	122
2024 Q1	–	Sell	-267	Closed	-$27K	–	287
2023 Q4	$27K	Hold	267	–	–	0.02%	131
2023 Q3	$27.2K	Sell	267 -186	-41%	-$18.9K	0.02%	110
2023 Q2	$45.7K	Sell	453 -253	-36%	-$25.3K	0.04%	94
2023 Q1	$64.9K	Buy	706 +12	+2%	+$1.05K	0.07%	81
2022 Q4	$62.9K	Sell	694 -2	-0.3%	-$168	0.07%	81
2022 Q3	$53K	Sell	696 -1	-0.1%	-$83	0.06%	89
2022 Q2	$58K	Buy	+697	New	+$61.1K	0.06%	87

Other funds holding NVS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

New Millennium Group's NVS Position: Q4 2025 in Review

New Millennium Group held its Novartis (NVS) position steady in Q4 2025 at 267 shares worth $36.8K. The position accounts for 0.02% of the portfolio, ranked #135.

New Millennium Group first reported a position in NVS in Q2 2022 and has held it in 14 quarters since. The position peaked at $64.9K in Q1 2023. 1,510 funds tracked by Wall St. Rank hold NVS as of Q4 2025.

New Millennium Group held 267 shares of Novartis worth $36.8K as of Q4 2025.
New Millennium Group left its Novartis share count unchanged in Q4 2025.
Novartis made up 0.02% of New Millennium Group's portfolio in Q4 2025, its #135 holding.
New Millennium Group first reported a position in Novartis in Q2 2022 and has held it in 14 quarters since.
New Millennium Group's Novartis position peaked at $64.9K in Q1 2023.
1,510 funds tracked by Wall St. Rank held Novartis as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.