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POM Investment Strategies’s Novartis NVS Stock Holding History

POM Investment Strategies’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
Q2 		– Sell
-495
Closed -$55.2K – 200
2025
Q1 		$55.2K Buy
495
+459
+1,275% +$48.9K 0.06% 49
2024
Q4 		$3.5K Hold
36
– – ﹤0.01% 241
2024
Q3 		$4.14K Hold
36
– – ﹤0.01% 184
2024
Q2 		$3.83K Hold
36
– – ﹤0.01% 239
2024
Q1 		$3.48K Hold
36
– – ﹤0.01% 154
2023
Q4 		$3.63K Buy
+36
New +$3.48K ﹤0.01% 141

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
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
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

POM Investment Strategies's NVS Position: Q2 2025 in Review

POM Investment Strategies sold out of Novartis (NVS) in Q2 2025, closing a stake of 495 shares — an estimated $55.2K sold.

POM Investment Strategies first reported a position in NVS in Q4 2023 and held it in 6 quarters. The position peaked at $55.2K in Q1 2025. 1,384 funds tracked by Wall St. Rank hold NVS as of Q2 2025.

  • POM Investment Strategies reported no remaining Novartis position as of Q2 2025 after selling out during the quarter.
  • POM Investment Strategies sold 495 Novartis shares in Q2 2025, an estimated $55.2K.
  • POM Investment Strategies first reported a position in Novartis in Q4 2023 and held it in 6 quarters.
  • POM Investment Strategies's Novartis position peaked at $55.2K in Q1 2025.
  • 1,384 funds tracked by Wall St. Rank held Novartis as of Q2 2025.

Based on POM Investment Strategies's 13F filing for Q2 2025, filed 8 Aug 2025.