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Proffitt & Goodson’s Novartis NVS Stock Holding History

Proffitt & Goodson’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
-14
Closed -$1.8K – 393
2025
Q3 		$1.8K Buy
+14
New +$1.71K ﹤0.01% 363
2024
Q4 		– Sell
-7
Closed -$806 – 292
2024
Q3 		$806 Buy
+7
New +$794 ﹤0.01% 294
2021
Q4 		– Sell
-46
Closed -$4K – 260
2021
Q3 		$4K Hold
46
– – ﹤0.01% 225
2021
Q2 		$4K Hold
46
– – ﹤0.01% 242
2021
Q1 		$4K Hold
46
– – ﹤0.01% 238
2020
Q4 		$4K Sell
46
-14
-23% -$1.22K ﹤0.01% 226
2020
Q3 		$5K Sell
60
-320
-84% -$27.7K ﹤0.01% 223
2020
Q2 		$33K Buy
+380
New +$32.8K 0.01% 161

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Proffitt & Goodson's NVS Position: Q4 2025 in Review

Proffitt & Goodson sold out of Novartis (NVS) in Q4 2025, closing a stake of 14 shares — an estimated $1.8K sold.

Proffitt & Goodson first reported a position in NVS in Q2 2020 and held it in 8 quarters. The position peaked at $33K in Q2 2020. 1,515 funds tracked by Wall St. Rank hold NVS as of Q4 2025.

  • Proffitt & Goodson reported no remaining Novartis position as of Q4 2025 after selling out during the quarter.
  • Proffitt & Goodson sold 14 Novartis shares in Q4 2025, an estimated $1.8K.
  • Proffitt & Goodson first reported a position in Novartis in Q2 2020 and held it in 8 quarters.
  • Proffitt & Goodson's Novartis position peaked at $33K in Q2 2020.
  • 1,515 funds tracked by Wall St. Rank held Novartis as of Q4 2025.

Based on Proffitt & Goodson's 13F filing for Q4 2025, filed 27 Jan 2026.