Sierra Ocean’s Novartis NVS Stock Holding History

Sierra Ocean’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 Q3	–	Sell	-676	Closed	-$81.8K	–	655
2025 Q2	$81.8K	Buy	676 +74	+12%	+$8.34K	0.06%	131
2025 Q1	$67.1K	Sell	602 -22	-4%	-$2.34K	0.05%	139
2024 Q4	$60.7K	Buy	+624	New	+$66.5K	0.05%	146

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sierra Ocean's NVS Position: Q3 2025 in Review

Sierra Ocean sold out of Novartis (NVS) in Q3 2025, closing a stake of 676 shares — an estimated $81.8K sold.

Sierra Ocean first reported a position in NVS in Q4 2024 and held it in 3 quarters. The position peaked at $81.8K in Q2 2025. 1,400 funds tracked by Wall St. Rank hold NVS as of Q3 2025.

Sierra Ocean reported no remaining Novartis position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 676 Novartis shares in Q3 2025, an estimated $81.8K.
Sierra Ocean first reported a position in Novartis in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Novartis position peaked at $81.8K in Q2 2025.
1,400 funds tracked by Wall St. Rank held Novartis as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.