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Orion Portfolio Solutions’s Novartis NVS Stock Holding History

Orion Portfolio Solutions’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
Q1 		$3.87M Buy
34,672
+1,051
+3% +$112K 0.04% 429
2024
Q4 		$3.27M Buy
33,621
+1,198
+4% +$128K 0.03% 471
2024
Q3 		$3.73M Buy
32,423
+1,079
+3% +$122K 0.04% 422
2024
Q2 		$3.34M Buy
31,344
+1,976
+7% +$198K 0.04% 427
2024
Q1 		$2.84M Sell
29,368
-587
-2% -$60.2K 0.03% 506
2023
Q4 		$3.21M Sell
29,955
-1,914
-6% -$185K 0.04% 431
2023
Q3 		$3.25M Sell
31,869
-59
-0.2% -$5.99K 0.04% 404
2023
Q2 		$3.22M Buy
31,928
+3,088
+11% +$309K 0.03% 455
2023
Q1 		$2.65M Buy
+28,840
New +$2.52M 0.03% 477
2020
Q3 		– Sell
-408
Closed -$36K – 1506
2020
Q2 		$36K Sell
408
-234
-36% -$20.2K ﹤0.01% 785
2020
Q1 		$53K Buy
642
+293
+84% +$26.1K ﹤0.01% 580
2019
Q4 		$33K Buy
+349
New +$31.3K ﹤0.01% 644

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Orion Portfolio Solutions's NVS Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Novartis (NVS) stake by 3.1% in Q1 2025, buying an estimated $112K and bringing the position to 34,672 shares worth $3.87M. The position accounts for 0.04% of the portfolio, ranked #429.

Orion Portfolio Solutions first reported a position in NVS in Q4 2019 and has held it in 12 quarters since. 1,356 funds tracked by Wall St. Rank hold NVS as of Q1 2025.

  • Orion Portfolio Solutions held 34,672 shares of Novartis worth $3.87M as of Q1 2025.
  • Orion Portfolio Solutions bought 1,051 Novartis shares in Q1 2025, an estimated $112K.
  • Novartis made up 0.04% of Orion Portfolio Solutions's portfolio in Q1 2025, its #429 holding.
  • Orion Portfolio Solutions first reported a position in Novartis in Q4 2019 and has held it in 12 quarters since.
  • 1,356 funds tracked by Wall St. Rank held Novartis as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.