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Pathway Financial Advisers’s Novartis NVS Stock Holding History

Pathway Financial Advisers’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 		– Sell
-603
Closed -$77.2K – 284
2025
Q3 		$77.2K Buy
+603
New +$73.6K 0.02% 202
2025
Q1 		– Sell
-594
Closed -$57.8K – 331
2024
Q4 		$57.8K Hold
594
– – 0.02% 221
2024
Q3 		$68.3K Sell
594
-1
-0.2% -$113 0.03% 170
2024
Q2 		$63.2K Buy
595
+10
+2% +$1K 0.02% 212
2024
Q1 		$56.6K Sell
585
-63
-10% -$6.46K 0.02% 221
2023
Q4 		$65.4K Hold
648
– – 0.02% 207
2023
Q3 		$66K Buy
+648
New +$65.8K 0.03% 210
2023
Q1 		$59.6K Sell
648
-84
-11% -$7.34K 0.02% 220
2022
Q4 		$66.3K Buy
+732
New +$61.7K 0.03% 223

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pathway Financial Advisers's NVS Position: Q4 2025 in Review

Pathway Financial Advisers sold out of Novartis (NVS) in Q4 2025, closing a stake of 603 shares — an estimated $77.2K sold.

Pathway Financial Advisers first reported a position in NVS in Q4 2022 and held it in 9 quarters. The position peaked at $77.2K in Q3 2025. 1,509 funds tracked by Wall St. Rank hold NVS as of Q4 2025.

  • Pathway Financial Advisers reported no remaining Novartis position as of Q4 2025 after selling out during the quarter.
  • Pathway Financial Advisers sold 603 Novartis shares in Q4 2025, an estimated $77.2K.
  • Pathway Financial Advisers first reported a position in Novartis in Q4 2022 and held it in 9 quarters.
  • Pathway Financial Advisers's Novartis position peaked at $77.2K in Q3 2025.
  • 1,509 funds tracked by Wall St. Rank held Novartis as of Q4 2025.

Based on Pathway Financial Advisers's 13F filing for Q4 2025, filed 6 Feb 2026.