PSI Advisors’s Novartis NVS Stock Holding History

PSI 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	-121	Closed	-$13.5K	–	485
2025 Q1	$13.5K	Hold	121	–	–	﹤0.01%	412
2024 Q4	$11.8K	Hold	121	–	–	﹤0.01%	501
2024 Q3	$13.9K	Hold	121	–	–	﹤0.01%	485
2024 Q2	$12.9K	Sell	121 -42	-26%	-$4.22K	﹤0.01%	471
2024 Q1	$15.8K	Hold	163	–	–	0.01%	426
2023 Q4	$16.5K	Hold	163	–	–	0.01%	445
2023 Q3	$16.6K	Buy	163 +42	+35%	+$4.26K	0.01%	424
2023 Q2	$12.2K	Hold	121	–	–	0.01%	463
2023 Q1	$11.1K	Hold	121	–	–	0.01%	416
2022 Q4	$11K	Sell	121 -102	-46%	-$8.59K	0.01%	415
2022 Q3	$17K	Sell	223 -260	-54%	-$21.6K	0.01%	350
2022 Q2	$41K	Buy	483 +2	+0.4%	+$175	0.02%	279
2022 Q1	$42K	Buy	481 +6	+1%	+$519	0.02%	284
2021 Q4	$42K	Buy	475 +121	+34%	+$10K	0.02%	297
2021 Q3	$29K	Buy	+354	New	+$31.8K	0.01%	339
2020 Q1	–	Sell	-338	Closed	-$32K	–	428
2019 Q4	$32K	Buy	+338	New	+$30.3K	0.02%	313

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

PSI Advisors's NVS Position: Q2 2025 in Review

PSI Advisors sold out of Novartis (NVS) in Q2 2025, closing a stake of 121 shares — an estimated $13.5K sold.

PSI Advisors first reported a position in NVS in Q4 2019 and held it in 16 quarters. The position peaked at $42K in Q1 2022. 1,383 funds tracked by Wall St. Rank hold NVS as of Q2 2025.

PSI Advisors reported no remaining Novartis position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 121 Novartis shares in Q2 2025, an estimated $13.5K.
PSI Advisors first reported a position in Novartis in Q4 2019 and held it in 16 quarters.
PSI Advisors's Novartis position peaked at $42K in Q1 2022.
1,383 funds tracked by Wall St. Rank held Novartis as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.