SG
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StoneX Group’s Novartis NVS Stock Holding History

StoneX 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
2026
Q1 		– Sell
-2,573
Closed -$355K – 1156
2025
Q4 		$355K Buy
2,573
+342
+15% +$44.8K 0.02% 636
2025
Q3 		$286K Buy
2,231
+7
+0.3% +$854 0.01% 717
2025
Q2 		$269K Sell
2,224
-1,861
-46% -$210K 0.01% 693
2025
Q1 		$466K Buy
4,085
+1,843
+82% +$196K 0.03% 491
2024
Q4 		$218K Buy
+2,242
New +$239K 0.01% 724
2024
Q1 		– Sell
-2,188
Closed -$221K – 428
2023
Q4 		$221K Sell
2,188
-97
-4% -$9.36K 0.12% 258
2023
Q3 		$233K Sell
2,285
-349
-13% -$35.4K 0.13% 247
2023
Q2 		$266K Buy
2,634
+270
+11% +$27K 0.15% 213
2023
Q1 		$217K Buy
+2,364
New +$206K 0.13% 266
2022
Q3 		– Sell
-3,439
Closed -$291K – 459
2022
Q2 		$291K Sell
3,439
-4,012
-54% -$352K 0.05% 255
2022
Q1 		$654K Buy
+7,451
New +$645K 0.06% 265
2021
Q4 		– Sell
-105,169
Closed -$8.6M – 597
2021
Q3 		$8.6M Buy
+105,169
New +$9.46M 1.24% 14
2017
Q3 		– Sell
-24,848
Closed -$1.86M – 299
2017
Q2 		$1.86M Buy
24,848
+10,237
+70% +$726K 0.58% 44
2017
Q1 		$954K Sell
14,611
-136
-0.9% -$9.06K 2.13% 14
2016
Q4 		$963K Buy
+14,747
New +$957K 1.68% 17

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return