Scott Marsh Financial’s Novartis NVS Stock Holding History

Scott Marsh Financial’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	$258K	Buy	+2,133	New	+$240K	0.1%	212

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

Scott Marsh Financial's NVS Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in Novartis (NVS) in Q2 2025: 2,133 shares worth $258K. The stake represents 0.1% of the portfolio and ranks #212 among its holdings.

1,383 funds tracked by Wall St. Rank hold NVS as of Q2 2025.

Scott Marsh Financial held 2,133 shares of Novartis worth $258K as of Q2 2025.
Novartis was a new Scott Marsh Financial position in Q2 2025.
Novartis made up 0.1% of Scott Marsh Financial's portfolio in Q2 2025, its #212 holding.
1,383 funds tracked by Wall St. Rank held Novartis as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.