Roman Butler Fullerton & Co’s Novartis NVS Stock Holding History

Roman Butler Fullerton & Co’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 Q1	–	Sell	-2,248	Closed	-$232K	–	242
2024 Q4	$232K	Buy	+2,248	New	+$240K	0.07%	211
2021 Q2	–	Sell	-2,406	Closed	-$210K	–	198
2021 Q1	$210K	Buy	+2,406	New	+$216K	0.11%	192
2019 Q1	–	Sell	-10,849	Closed	-$856K	–	179
2018 Q4	$856K	Buy	+10,849	New	+$844K	0.73%	44

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Roman Butler Fullerton & Co's NVS Position: Q1 2025 in Review

Roman Butler Fullerton & Co sold out of Novartis (NVS) in Q1 2025, closing a stake of 2,248 shares — an estimated $232K sold.

Roman Butler Fullerton & Co first reported a position in NVS in Q4 2018 and held it in 3 quarters. The position peaked at $856K in Q4 2018. 1,356 funds tracked by Wall St. Rank hold NVS as of Q1 2025.

Roman Butler Fullerton & Co reported no remaining Novartis position as of Q1 2025 after selling out during the quarter.
Roman Butler Fullerton & Co sold 2,248 Novartis shares in Q1 2025, an estimated $232K.
Roman Butler Fullerton & Co first reported a position in Novartis in Q4 2018 and held it in 3 quarters.
Roman Butler Fullerton & Co's Novartis position peaked at $856K in Q4 2018.
1,356 funds tracked by Wall St. Rank held Novartis as of Q1 2025.

Based on Roman Butler Fullerton & Co's 13F filing for Q1 2025, filed 21 Apr 2025.