Northwest Capital Management’s Novartis NVS Stock Holding History

Northwest Capital 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	-5,000	Closed	-$605K	–	306
2025 Q2	$605K	Hold	5,000	–	–	0.33%	69
2025 Q1	$557K	Hold	5,000	–	–	0.23%	75
2024 Q4	$487K	Hold	5,000	–	–	0.21%	73
2024 Q3	$575K	Hold	5,000	–	–	0.21%	64
2024 Q2	$532K	Sell	5,000 -150	-3%	-$15.1K	0.19%	65
2024 Q1	$498K	Hold	5,150	–	–	0.16%	73
2023 Q4	$520K	Hold	5,150	–	–	0.17%	67
2023 Q3	$525K	Hold	5,150	–	–	0.2%	59
2023 Q2	$520K	Hold	5,150	–	–	0.22%	61
2023 Q1	$474K	Hold	5,150	–	–	0.23%	60
2022 Q4	$467K	Hold	5,150	–	–	0.25%	62
2022 Q3	$391K	Hold	5,150	–	–	0.23%	59
2022 Q2	$435K	Hold	5,150	–	–	0.23%	57
2022 Q1	$452K	Hold	5,150	–	–	0.21%	59
2021 Q4	$444K	Sell	5,150 -42	-0.8%	-$3.49K	0.21%	57
2021 Q3	$441K	Buy	5,192 +42	+0.8%	+$3.78K	0.23%	58
2021 Q2	$476K	Hold	5,150	–	–	0.27%	44
2021 Q1	$440K	Hold	5,150	–	–	0.32%	37
2020 Q4	$486K	Sell	5,150 -30	-0.6%	-$2.62K	0.36%	35
2020 Q3	$450K	Hold	5,180	–	–	0.37%	32
2020 Q2	$452K	Hold	5,180	–	–	0.4%	30
2020 Q1	$427K	Hold	5,180	–	–	0.43%	30
2019 Q4	$490K	Hold	5,180	–	–	0.45%	33
2019 Q3	$450K	Hold	5,180	–	–	0.48%	35
2019 Q2	$473K	Sell	5,180 -601	-10%	-$50.9K	0.52%	33
2019 Q1	$498K	Hold	5,781	–	–	0.6%	33
2018 Q4	$444K	Hold	5,781	–	–	0.62%	35
2018 Q3	$447K	Buy	+5,781	New	+$427K	0.48%	37

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Northwest Capital Management's NVS Position: Q3 2025 in Review

Northwest Capital Management sold out of Novartis (NVS) in Q3 2025, closing a stake of 5,000 shares — an estimated $605K sold.

Northwest Capital Management first reported a position in NVS in Q3 2018 and held it in 28 quarters. The position peaked at $605K in Q2 2025. 1,401 funds tracked by Wall St. Rank hold NVS as of Q3 2025.

Northwest Capital Management reported no remaining Novartis position as of Q3 2025 after selling out during the quarter.
Northwest Capital Management sold 5,000 Novartis shares in Q3 2025, an estimated $605K.
Northwest Capital Management first reported a position in Novartis in Q3 2018 and held it in 28 quarters.
Northwest Capital Management's Novartis position peaked at $605K in Q2 2025.
1,401 funds tracked by Wall St. Rank held Novartis as of Q3 2025.

Based on Northwest Capital Management's 13F filing for Q3 2025, filed 20 Oct 2025.