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Pitcairn’s Novartis NVS Stock Holding History

Pitcairn’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
-9,291
Closed -$1.19M – 393
2025
Q3 		$1.19M Sell
9,291
-210
-2% -$25.6K 0.09% 190
2025
Q2 		$1.15M Sell
9,501
-1,089
-10% -$123K 0.08% 232
2025
Q1 		$1.18M Buy
10,590
+429
+4% +$45.7K 0.07% 239
2024
Q4 		$989K Buy
10,161
+866
+9% +$92.3K 0.06% 266
2024
Q3 		$1.07M Sell
9,295
-703
-7% -$79.8K 0.06% 261
2024
Q2 		$1.06M Buy
9,998
+890
+10% +$89.3K 0.07% 257
2024
Q1 		$881K Buy
9,108
+454
+5% +$46.5K 0.06% 284
2023
Q4 		$874K Buy
8,654
+3,960
+84% +$382K 0.06% 268
2023
Q3 		$478K Buy
4,694
+219
+5% +$22.2K 0.04% 372
2023
Q2 		$452K Buy
4,475
+698
+18% +$69.8K 0.04% 383
2023
Q1 		$347K Buy
3,777
+1,001
+36% +$87.4K 0.03% 454
2022
Q4 		$252K Sell
2,776
-348
-11% -$29.3K 0.03% 507
2022
Q3 		$237K Buy
3,124
+272
+10% +$22.5K 0.03% 503
2022
Q2 		$241K Buy
+2,852
New +$250K 0.03% 504
2016
Q2 		– Sell
-11,128
Closed -$722K – 471
2016
Q1 		$722K Sell
11,128
-1,677
-13% -$114K 0.09% 183
2015
Q4 		$987K Buy
+12,805
New +$1.02M 0.11% 139

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

Pitcairn's NVS Position: Q4 2025 in Review

Pitcairn sold out of Novartis (NVS) in Q4 2025, closing a stake of 9,291 shares — an estimated $1.19M sold.

Pitcairn first reported a position in NVS in Q4 2015 and held it in 16 quarters. The position peaked at $1.19M in Q3 2025. 1,508 funds tracked by Wall St. Rank hold NVS as of Q4 2025.

  • Pitcairn reported no remaining Novartis position as of Q4 2025 after selling out during the quarter.
  • Pitcairn sold 9,291 Novartis shares in Q4 2025, an estimated $1.19M.
  • Pitcairn first reported a position in Novartis in Q4 2015 and held it in 16 quarters.
  • Pitcairn's Novartis position peaked at $1.19M in Q3 2025.
  • 1,508 funds tracked by Wall St. Rank held Novartis as of Q4 2025.

Based on Pitcairn's 13F filing for Q4 2025.