North Capital’s Novartis NVS Stock Holding History

North Capital’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	–	Sell	-1,106	Closed	-$142K	–	495
2025 Q3	$142K	Buy	1,106 +1	+0.1%	+$122	0.11%	115
2025 Q2	$134K	Sell	1,105 -58	-5%	-$6.54K	0.12%	108
2025 Q1	$130K	Buy	+1,163	New	+$124K	0.12%	107

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

North Capital's NVS Position: Q4 2025 in Review

North Capital sold out of Novartis (NVS) in Q4 2025, closing a stake of 1,106 shares — an estimated $142K sold.

North Capital first reported a position in NVS in Q1 2025 and held it in 3 quarters. The position peaked at $142K in Q3 2025. 1,512 funds tracked by Wall St. Rank hold NVS as of Q4 2025.

North Capital reported no remaining Novartis position as of Q4 2025 after selling out during the quarter.
North Capital sold 1,106 Novartis shares in Q4 2025, an estimated $142K.
North Capital first reported a position in Novartis in Q1 2025 and held it in 3 quarters.
North Capital's Novartis position peaked at $142K in Q3 2025.
1,512 funds tracked by Wall St. Rank held Novartis as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.