Pandora Wealth’s Novartis NVS Stock Holding History

Pandora Wealth’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	$135K	Hold	977	–	–	0.08%	99
2025 Q3	$125K	Hold	977	–	–	0.08%	98
2025 Q2	$118K	Hold	977	–	–	0.07%	103
2025 Q1	$109K	Buy	+977	New	+$104K	0.07%	102

Other funds holding NVS

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

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Pandora Wealth's NVS Position: Q4 2025 in Review

Pandora Wealth held its Novartis (NVS) position steady in Q4 2025 at 977 shares worth $135K. The position accounts for 0.08% of the portfolio, ranked #99.

Pandora Wealth first reported a position in NVS in Q1 2025 and has held it in 4 quarters since. 1,509 funds tracked by Wall St. Rank hold NVS as of Q4 2025.

Pandora Wealth held 977 shares of Novartis worth $135K as of Q4 2025.
Pandora Wealth left its Novartis share count unchanged in Q4 2025.
Novartis made up 0.08% of Pandora Wealth's portfolio in Q4 2025, its #99 holding.
Pandora Wealth first reported a position in Novartis in Q1 2025 and has held it in 4 quarters since.
1,509 funds tracked by Wall St. Rank held Novartis as of Q4 2025.

Based on Pandora Wealth's 13F filing for Q4 2025, filed 4 Feb 2026.