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Ramirez Asset Management’s Novartis NVS Stock Holding History

Ramirez Asset Management’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
-900
Closed -$115K – 394
2025
Q3 		$115K Hold
900
– – 0.02% 237
2025
Q2 		$109K Sell
900
-200
-18% -$22.5K 0.02% 239
2025
Q1 		$123K Sell
1,100
-200
-15% -$21.3K 0.03% 234
2024
Q4 		$127K Hold
1,300
– – 0.03% 246
2024
Q3 		$150K Hold
1,300
– – 0.03% 223
2024
Q2 		$138K Hold
1,300
– – 0.03% 230
2024
Q1 		$126K Buy
+1,300
New +$133K 0.03% 252

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

Ramirez Asset Management's NVS Position: Q4 2025 in Review

Ramirez Asset Management sold out of Novartis (NVS) in Q4 2025, closing a stake of 900 shares — an estimated $115K sold.

Ramirez Asset Management first reported a position in NVS in Q1 2024 and held it in 7 quarters. The position peaked at $150K in Q3 2024. 1,515 funds tracked by Wall St. Rank hold NVS as of Q4 2025.

  • Ramirez Asset Management reported no remaining Novartis position as of Q4 2025 after selling out during the quarter.
  • Ramirez Asset Management sold 900 Novartis shares in Q4 2025, an estimated $115K.
  • Ramirez Asset Management first reported a position in Novartis in Q1 2024 and held it in 7 quarters.
  • Ramirez Asset Management's Novartis position peaked at $150K in Q3 2024.
  • 1,515 funds tracked by Wall St. Rank held Novartis as of Q4 2025.

Based on Ramirez Asset Management's 13F filing for Q4 2025, filed 11 Feb 2026.