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Pacific Capital Wealth Advisors’s Novartis NVS Stock Holding History

Pacific Capital Wealth Advisors’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 		– Sell
-16
Closed -$1.56K – 278
2024
Q4 		$1.56K Hold
16
– – ﹤0.01% 357
2024
Q3 		$1.84K Hold
16
– – ﹤0.01% 406
2024
Q2 		$1.7K Sell
16
-47
-75% -$4.72K ﹤0.01% 447
2024
Q1 		$6.09K Buy
63
+47
+294% +$4.82K ﹤0.01% 284
2023
Q4 		$1.62K Buy
+16
New +$1.54K ﹤0.01% 295

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

Pacific Capital Wealth Advisors's NVS Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Novartis (NVS) in Q1 2025, closing a stake of 16 shares — an estimated $1.56K sold.

Pacific Capital Wealth Advisors first reported a position in NVS in Q4 2023 and held it in 5 quarters. The position peaked at $6.09K in Q1 2024. 1,356 funds tracked by Wall St. Rank hold NVS as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Novartis position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 16 Novartis shares in Q1 2025, an estimated $1.56K.
  • Pacific Capital Wealth Advisors first reported a position in Novartis in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's Novartis position peaked at $6.09K in Q1 2024.
  • 1,356 funds tracked by Wall St. Rank held Novartis as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.