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Stonegate Investment Group’s Novartis NVS Stock Holding History

Stonegate Investment 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 		$319K Hold
2,488
– – 0.01% 309
2025
Q2 		$301K Hold
2,488
– – 0.01% 305
2025
Q1 		$277K Buy
+2,488
New +$265K 0.01% 284
2023
Q3 		– Sell
-2,441
Closed -$246K – 342
2023
Q2 		$246K Sell
2,441
-31
-1% -$3.1K 0.01% 274
2023
Q1 		$227K Sell
2,472
-229
-8% -$20K 0.01% 282
2022
Q4 		$245K Sell
2,701
-412
-13% -$34.7K 0.01% 267
2022
Q3 		$237K Buy
3,113
+139
+5% +$11.5K 0.01% 248
2022
Q2 		$251K Buy
+2,974
New +$261K 0.01% 250

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

Stonegate Investment Group's NVS Position: Q3 2025 in Review

Stonegate Investment Group held its Novartis (NVS) position steady in Q3 2025 at 2,488 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #309.

Stonegate Investment Group first reported a position in NVS in Q2 2022 and has held it in 8 quarters since. 1,400 funds tracked by Wall St. Rank hold NVS as of Q3 2025.

  • Stonegate Investment Group held 2,488 shares of Novartis worth $319K as of Q3 2025.
  • Stonegate Investment Group left its Novartis share count unchanged in Q3 2025.
  • Novartis made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #309 holding.
  • Stonegate Investment Group first reported a position in Novartis in Q2 2022 and has held it in 8 quarters since.
  • 1,400 funds tracked by Wall St. Rank held Novartis as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.