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Sonora Investment Management Group’s Novartis NVS Stock Holding History

Sonora Investment Management 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
Q3 		$250K Sell
1,946
-250
-11% -$30.5K 0.02% 247
2025
Q2 		$266K Buy
+2,196
New +$248K 0.02% 233

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sonora Investment Management Group's NVS Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Novartis (NVS) stake by 11% in Q3 2025, selling an estimated $30.5K and leaving 1,946 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #247.

Sonora Investment Management Group first reported a position in NVS in Q2 2025 and has held it in 2 quarters since. The position peaked at $266K in Q2 2025. 1,402 funds tracked by Wall St. Rank hold NVS as of Q3 2025.

  • Sonora Investment Management Group held 1,946 shares of Novartis worth $250K as of Q3 2025.
  • Sonora Investment Management Group sold 250 Novartis shares in Q3 2025, an estimated $30.5K.
  • Novartis made up 0.02% of Sonora Investment Management Group's portfolio in Q3 2025, its #247 holding.
  • Sonora Investment Management Group first reported a position in Novartis in Q2 2025 and has held it in 2 quarters since.
  • Sonora Investment Management Group's Novartis position peaked at $266K in Q2 2025.
  • 1,402 funds tracked by Wall St. Rank held Novartis as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.