SIM
NVS icon

Studio Investment Management’s Novartis NVS Stock Holding History

Studio Investment Management’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
-40
Closed -$4.61K – 267
2025
Q1 		$4.61K Hold
40
– – ﹤0.01% 276
2024
Q4 		$3.89K Hold
40
– – ﹤0.01% 267
2024
Q3 		$4.6K Hold
40
– – ﹤0.01% 249
2024
Q2 		$4.26K Hold
40
– – ﹤0.01% 254
2024
Q1 		$3.87K Hold
40
– – ﹤0.01% 247
2023
Q4 		$4.04K Hold
40
– – ﹤0.01% 228
2023
Q3 		$4.07K Buy
+40
New +$4.06K ﹤0.01% 217

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

Studio Investment Management's NVS Position: Q2 2025 in Review

Studio Investment Management sold out of Novartis (NVS) in Q2 2025, closing a stake of 40 shares — an estimated $4.61K sold.

Studio Investment Management first reported a position in NVS in Q3 2023 and held it in 7 quarters. The position peaked at $4.61K in Q1 2025. 1,383 funds tracked by Wall St. Rank hold NVS as of Q2 2025.

  • Studio Investment Management reported no remaining Novartis position as of Q2 2025 after selling out during the quarter.
  • Studio Investment Management sold 40 Novartis shares in Q2 2025, an estimated $4.61K.
  • Studio Investment Management first reported a position in Novartis in Q3 2023 and held it in 7 quarters.
  • Studio Investment Management's Novartis position peaked at $4.61K in Q1 2025.
  • 1,383 funds tracked by Wall St. Rank held Novartis as of Q2 2025.

Based on Studio Investment Management's 13F filing for Q2 2025, filed 30 Jul 2025.