Prairie Sky Financial Group’s Novartis NVS Stock Holding History

Prairie Sky Financial Group’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	$405K	Hold	3,350	–	–	0.22%	45
2025 Q1	$373K	Hold	3,350	–	–	0.22%	51
2024 Q4	$326K	Hold	3,350	–	–	0.2%	55
2024 Q3	$385K	Hold	3,350	–	–	0.22%	51
2024 Q2	$357K	Hold	3,350	–	–	0.22%	49
2024 Q1	$324K	Hold	3,350	–	–	0.19%	54
2023 Q4	$338K	Hold	3,350	–	–	0.22%	52
2023 Q3	$341K	Hold	3,350	–	–	0.24%	51
2023 Q2	$338K	Buy	+3,350	New	+$335K	0.23%	51

Other funds holding NVS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Prairie Sky Financial Group's NVS Position: Q2 2025 in Review

Prairie Sky Financial Group held its Novartis (NVS) position steady in Q2 2025 at 3,350 shares worth $405K. The position accounts for 0.22% of the portfolio, ranked #45.

Prairie Sky Financial Group first reported a position in NVS in Q2 2023 and has held it in 9 quarters since. 1,386 funds tracked by Wall St. Rank hold NVS as of Q2 2025.

Prairie Sky Financial Group held 3,350 shares of Novartis worth $405K as of Q2 2025.
Prairie Sky Financial Group left its Novartis share count unchanged in Q2 2025.
Novartis made up 0.22% of Prairie Sky Financial Group's portfolio in Q2 2025, its #45 holding.
Prairie Sky Financial Group first reported a position in Novartis in Q2 2023 and has held it in 9 quarters since.
1,386 funds tracked by Wall St. Rank held Novartis as of Q2 2025.

Based on Prairie Sky Financial Group's 13F filing for Q2 2025, filed 28 Jul 2025.