Standard Family Office’s Novartis NVS Stock Holding History

Standard Family Office’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 Q1	–	Sell	-144	Closed	-$14K	–	44
2024 Q4	$14K	Sell	144 -192	-57%	-$20.5K	0.02%	41
2024 Q3	$38.6K	Hold	336	–	–	0.05%	39
2024 Q2	$35.8K	Hold	336	–	–	0.05%	40
2024 Q1	$32.5K	Buy	+336	New	+$34.5K	0.04%	42
2022 Q4	–	Sell	-425	Closed	-$32K	–	310
2022 Q3	$32K	Hold	425	–	–	0.01%	171
2022 Q2	$36K	Buy	+425	New	+$37.3K	0.36%	66
2022 Q1	–	Sell	-1,047	Closed	-$92K	–	188
2021 Q4	$92K	Buy	+1,047	New	+$86.9K	0.82%	37
2021 Q2	–	Sell	-3,279	Closed	-$280K	–	613
2021 Q1	$280K	Buy	3,279 +819	+33%	+$73.5K	0.07%	100
2020 Q4	$232K	Buy	+2,460	New	+$215K	0.06%	110

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Standard Family Office's NVS Position: Q1 2025 in Review

Standard Family Office sold out of Novartis (NVS) in Q1 2025, closing a stake of 144 shares — an estimated $14K sold.

Standard Family Office first reported a position in NVS in Q4 2020 and held it in 9 quarters. The position peaked at $280K in Q1 2021. 1,356 funds tracked by Wall St. Rank hold NVS as of Q1 2025.

Standard Family Office reported no remaining Novartis position as of Q1 2025 after selling out during the quarter.
Standard Family Office sold 144 Novartis shares in Q1 2025, an estimated $14K.
Standard Family Office first reported a position in Novartis in Q4 2020 and held it in 9 quarters.
Standard Family Office's Novartis position peaked at $280K in Q1 2021.
1,356 funds tracked by Wall St. Rank held Novartis as of Q1 2025.

Based on Standard Family Office's 13F filing for Q1 2025, filed 13 May 2025.