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Semmax Financial Advisors’s Novartis NVS Stock Holding History

Semmax Financial 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
Q2 		$1.34M Sell
11,480
-281
-2% -$31.7K 0.35% 82
2025
Q1 		$1.28M Buy
11,761
+22
+0.2% +$2.34K 0.35% 84
2024
Q4 		$1.26M Buy
11,739
+655
+6% +$69.8K 0.34% 81
2024
Q3 		$1.16M Sell
11,084
-154
-1% -$17.5K 0.32% 83
2024
Q2 		$1.26M Buy
11,238
+432
+4% +$43.4K 0.38% 75
2024
Q1 		$1.11M Buy
10,806
+1,554
+17% +$159K 0.36% 72
2023
Q4 		$916K Buy
9,252
+523
+6% +$50.5K 0.33% 71
2023
Q3 		$821K Buy
+8,729
New +$886K 0.33% 66
2022
Q4 		$716K Sell
7,752
-432
-5% -$36.4K 0.29% 63
2022
Q3 		$670K Sell
8,184
-543
-6% -$45K 0.28% 64
2022
Q2 		$763K Sell
8,727
-646
-7% -$56.7K 0.31% 68
2022
Q1 		$823K Sell
9,373
-1,474
-14% -$128K 0.32% 75
2021
Q4 		$949K Sell
10,847
-2,974
-22% -$247K 0.35% 77
2021
Q3 		$1.13M Sell
13,821
-881
-6% -$79.3K 0.39% 76
2021
Q2 		$1.34M Sell
14,702
-1,057
-7% -$94.1K 0.43% 73
2021
Q1 		$1.35M Buy
15,759
+1,422
+10% +$128K 0.48% 71
2020
Q4 		$1.35M Buy
14,337
+2,418
+20% +$211K 0.56% 61
2020
Q3 		$1.04M Buy
11,919
+827
+7% +$71.6K 0.49% 66
2020
Q2 		$969K Buy
11,092
+1,905
+21% +$164K 0.51% 61
2020
Q1 		$757K Buy
9,187
+2,984
+48% +$266K 0.48% 62
2019
Q4 		$587K Buy
6,203
+494
+9% +$44.3K 0.32% 64
2019
Q3 		$496K Buy
5,709
+872
+18% +$78.3K 0.3% 65
2019
Q2 		$442K Buy
4,837
+1,977
+69% +$167K 0.29% 67
2019
Q1 		$246K Buy
2,860
+1,178
+70% +$94.6K 0.17% 115
2018
Q4 		$129K Buy
+1,682
New +$131K 0.1% 135

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Semmax Financial Advisors's NVS Position: Q2 2025 in Review

Semmax Financial Advisors reduced its Novartis (NVS) stake by 2.4% in Q2 2025, selling an estimated $31.7K and leaving 11,480 shares worth $1.34M. The position accounts for 0.35% of the portfolio, ranked #82.

Semmax Financial Advisors first reported a position in NVS in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.35M in Q4 2020. 1,383 funds tracked by Wall St. Rank hold NVS as of Q2 2025.

  • Semmax Financial Advisors held 11,480 shares of Novartis worth $1.34M as of Q2 2025.
  • Semmax Financial Advisors sold 281 Novartis shares in Q2 2025, an estimated $31.7K.
  • Novartis made up 0.35% of Semmax Financial Advisors's portfolio in Q2 2025, its #82 holding.
  • Semmax Financial Advisors first reported a position in Novartis in Q4 2018 and has held it in 25 quarters since.
  • Semmax Financial Advisors's Novartis position peaked at $1.35M in Q4 2020.
  • 1,383 funds tracked by Wall St. Rank held Novartis as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.