Stephens Consulting’s Novartis NVS Stock Holding History

Stephens Consulting’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 Q4	$8.41K	Buy	+61	New	+$7.99K	﹤0.01%	249
2025 Q3	–	Sell	-69	Closed	-$8.35K	–	916
2025 Q2	$8.35K	Buy	+69	New	+$7.78K	﹤0.01%	341
2025 Q1	–	Sell	-109	Closed	-$10.6K	–	1543
2024 Q4	$10.6K	Hold	109	–	–	﹤0.01%	341
2024 Q3	$12.5K	Sell	109 -23	-17%	-$2.61K	﹤0.01%	313
2024 Q2	$14.1K	Buy	+132	New	+$13.3K	﹤0.01%	301
2024 Q1	–	Sell	-500	Closed	-$50.5K	–	486
2023 Q4	$50.5K	Hold	500	–	–	0.02%	178
2023 Q3	$50.9K	Hold	500	–	–	0.02%	164
2023 Q2	$50.5K	Hold	500	–	–	0.02%	166
2023 Q1	$46K	Hold	500	–	–	0.03%	180
2022 Q4	$45.4K	Hold	500	–	–	0.03%	176
2022 Q3	$38K	Hold	500	–	–	0.03%	194
2022 Q2	$42.3K	Hold	500	–	–	0.03%	188
2022 Q1	$43.9K	Hold	500	–	–	0.04%	202
2021 Q4	$43.7K	Buy	+500	New	+$41.5K	0.04%	214

Other funds holding NVS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Stephens Consulting's NVS Position: Q4 2025 in Review

Stephens Consulting opened a new position in Novartis (NVS) in Q4 2025: 61 shares worth $8.41K. The stake represents ﹤0.01% of the portfolio and ranks #249 among its holdings. This is a return to the name: Stephens Consulting previously reported a position in NVS as recently as Q2 2025.

Stephens Consulting first reported a position in NVS in Q4 2021 and has held it in 14 quarters since. The position peaked at $50.9K in Q3 2023. 1,510 funds tracked by Wall St. Rank hold NVS as of Q4 2025.

Stephens Consulting held 61 shares of Novartis worth $8.41K as of Q4 2025.
Novartis was a new Stephens Consulting position in Q4 2025.
Novartis made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #249 holding.
Stephens Consulting first reported a position in Novartis in Q4 2021 and has held it in 14 quarters since.
Stephens Consulting's Novartis position peaked at $50.9K in Q3 2023.
1,510 funds tracked by Wall St. Rank held Novartis as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.