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SageView Advisory Group’s Novartis NVS Stock Holding History

SageView Advisory Group’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 		$3.22M Sell
23,339
-1,124
-5% -$147K 0.11% 113
2025
Q3 		$3.14M Buy
+24,463
New +$2.99M 0.11% 118
2024
Q3 		– Sell
-2,662
Closed -$283K – 547
2024
Q2 		$283K Sell
2,662
-4,334
-62% -$435K 0.01% 452
2024
Q1 		$1.67M Buy
6,996
+3,929
+128% +$403K 0.08% 134
2023
Q4 		$331K Buy
3,067
+718
+31% +$69.3K 0.01% 478
2023
Q3 		$239K Buy
2,349
+11
+0.5% +$1.12K 0.01% 475
2023
Q2 		$236K Sell
2,338
-277
-11% -$27.7K 0.01% 498
2023
Q1 		$241K Sell
2,615
-476
-15% -$41.6K 0.02% 425
2022
Q4 		$280K Buy
+3,091
New +$260K 0.02% 335

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SageView Advisory Group's NVS Position: Q4 2025 in Review

SageView Advisory Group reduced its Novartis (NVS) stake by 4.6% in Q4 2025, selling an estimated $147K and leaving 23,339 shares worth $3.22M. The position accounts for 0.11% of the portfolio, ranked #113.

SageView Advisory Group first reported a position in NVS in Q4 2022 and has held it in 9 quarters since. 1,509 funds tracked by Wall St. Rank hold NVS as of Q4 2025.

  • SageView Advisory Group held 23,339 shares of Novartis worth $3.22M as of Q4 2025.
  • SageView Advisory Group sold 1,124 Novartis shares in Q4 2025, an estimated $147K.
  • Novartis made up 0.11% of SageView Advisory Group's portfolio in Q4 2025, its #113 holding.
  • SageView Advisory Group first reported a position in Novartis in Q4 2022 and has held it in 9 quarters since.
  • 1,509 funds tracked by Wall St. Rank held Novartis as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.