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ORG Partners’s Novartis NVS Stock Holding History

ORG Partners’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 		$64.9K Buy
471
+261
+124% +$34.2K 0.01% 529
2025
Q3 		$26.9K Hold
210
– – ﹤0.01% 713
2025
Q2 		$25.9K Hold
210
– – 0.01% 698
2025
Q1 		$23K Sell
210
-34
-14% -$3.62K 0.01% 654
2024
Q4 		$23.7K Sell
244
-753
-76% -$80.3K ﹤0.01% 700
2024
Q3 		$115K Buy
997
+150
+18% +$17K 0.02% 364
2024
Q2 		$90.2K Hold
847
– – 0.01% 626
2024
Q1 		$81.2K Buy
+847
New +$86.8K 0.15% 87
2023
Q4 		– Sell
-110
Closed -$11.2K – 1277
2023
Q3 		$11.2K Sell
110
-139
-56% -$14.1K ﹤0.01% 808
2023
Q2 		$24.6K Buy
+249
New +$24.9K ﹤0.01% 832

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ORG Partners's NVS Position: Q4 2025 in Review

ORG Partners increased its Novartis (NVS) stake by 124% in Q4 2025, buying an estimated $34.2K and bringing the position to 471 shares worth $64.9K. The position accounts for 0.01% of the portfolio, ranked #529.

ORG Partners first reported a position in NVS in Q2 2023 and has held it in 10 quarters since. The position peaked at $115K in Q3 2024. 1,510 funds tracked by Wall St. Rank hold NVS as of Q4 2025.

  • ORG Partners held 471 shares of Novartis worth $64.9K as of Q4 2025.
  • ORG Partners bought 261 Novartis shares in Q4 2025, an estimated $34.2K.
  • Novartis made up 0.01% of ORG Partners's portfolio in Q4 2025, its #529 holding.
  • ORG Partners first reported a position in Novartis in Q2 2023 and has held it in 10 quarters since.
  • ORG Partners's Novartis position peaked at $115K in Q3 2024.
  • 1,510 funds tracked by Wall St. Rank held Novartis as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.