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Stonebridge Financial Group (Pennsylvania)’s Novartis NVS Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		– Sell
-160
Closed -$17.8K – 694
2025
Q1 		$17.8K Buy
160
+14
+10% +$1.49K ﹤0.01% 517
2024
Q4 		$14.2K Buy
+146
New +$15.6K ﹤0.01% 546

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

Stonebridge Financial Group (Pennsylvania)'s NVS Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Novartis (NVS) in Q2 2025, closing a stake of 160 shares — an estimated $17.8K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in NVS in Q4 2024 and held it in 2 quarters. The position peaked at $17.8K in Q1 2025. 1,383 funds tracked by Wall St. Rank hold NVS as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Novartis position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 160 Novartis shares in Q2 2025, an estimated $17.8K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Novartis in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Novartis position peaked at $17.8K in Q1 2025.
  • 1,383 funds tracked by Wall St. Rank held Novartis as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.