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Procyon Advisors’s Novartis NVS Stock Holding History

Procyon Advisors’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
-22,374
Closed -$2.49M – 571
2025
Q1 		$2.49M Buy
22,374
+1,721
+8% +$183K 0.15% 150
2024
Q4 		$2.01M Sell
20,653
-220
-1% -$23.5K 0.13% 163
2024
Q3 		$2.4M Buy
20,873
+823
+4% +$93.4K 0.16% 140
2024
Q2 		$2.13M Buy
20,050
+1,677
+9% +$168K 0.16% 144
2024
Q1 		$1.78M Buy
18,373
+1,013
+6% +$104K 0.14% 162
2023
Q4 		$1.75M Buy
17,360
+1,679
+11% +$162K 0.15% 156
2023
Q3 		$1.6M Buy
15,681
+9,308
+146% +$945K 0.16% 140
2023
Q2 		$643K Buy
+6,373
New +$637K 0.08% 227
2020
Q3 		– Sell
-719
Closed -$63K – 760
2020
Q2 		$63K Buy
719
+154
+27% +$13.3K 0.03% 347
2020
Q1 		$47K Sell
565
-386
-41% -$34.4K 0.03% 346
2019
Q4 		$90K Buy
+951
New +$85.3K 0.06% 271

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

Procyon Advisors's NVS Position: Q2 2025 in Review

Procyon Advisors sold out of Novartis (NVS) in Q2 2025, closing a stake of 22,374 shares — an estimated $2.49M sold.

Procyon Advisors first reported a position in NVS in Q4 2019 and held it in 11 quarters. The position peaked at $2.49M in Q1 2025. 1,383 funds tracked by Wall St. Rank hold NVS as of Q2 2025.

  • Procyon Advisors reported no remaining Novartis position as of Q2 2025 after selling out during the quarter.
  • Procyon Advisors sold 22,374 Novartis shares in Q2 2025, an estimated $2.49M.
  • Procyon Advisors first reported a position in Novartis in Q4 2019 and held it in 11 quarters.
  • Procyon Advisors's Novartis position peaked at $2.49M in Q1 2025.
  • 1,383 funds tracked by Wall St. Rank held Novartis as of Q2 2025.

Based on Procyon Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.