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Redmont Wealth Advisors’s Novartis NVS Stock Holding History

Redmont Wealth 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
Q4 		$3.31K Sell
24
-24
-50% -$3.14K 0.01% 274
2025
Q3 		$6.16K Hold
48
– – 0.01% 234
2025
Q2 		$5.81K Hold
48
– – 0.01% 236
2025
Q1 		$5.35K Buy
+48
New +$5.11K 0.01% 128
2024
Q4 		– Sell
-48
Closed -$5.52K – 226
2024
Q3 		$5.52K Hold
48
– – 0.01% 246
2024
Q2 		$5.11K Hold
48
– – 0.01% 249
2024
Q1 		$4.64K Buy
+48
New +$4.92K 0.01% 262

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

Redmont Wealth Advisors's NVS Position: Q4 2025 in Review

Redmont Wealth Advisors reduced its Novartis (NVS) stake by 50% in Q4 2025, selling an estimated $3.14K and leaving 24 shares worth $3.31K. The position accounts for 0.01% of the portfolio, ranked #274.

Redmont Wealth Advisors first reported a position in NVS in Q1 2024 and has held it in 7 quarters since. The position peaked at $6.16K in Q3 2025. 1,510 funds tracked by Wall St. Rank hold NVS as of Q4 2025.

  • Redmont Wealth Advisors held 24 shares of Novartis worth $3.31K as of Q4 2025.
  • Redmont Wealth Advisors sold 24 Novartis shares in Q4 2025, an estimated $3.14K.
  • Novartis made up 0.01% of Redmont Wealth Advisors's portfolio in Q4 2025, its #274 holding.
  • Redmont Wealth Advisors first reported a position in Novartis in Q1 2024 and has held it in 7 quarters since.
  • Redmont Wealth Advisors's Novartis position peaked at $6.16K in Q3 2025.
  • 1,510 funds tracked by Wall St. Rank held Novartis as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.