TW
NVS icon

TritonPoint Wealth’s Novartis NVS Stock Holding History

TritonPoint Wealth’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 		– Sell
-1,690
Closed -$217K – 328
2025
Q3 		$217K Buy
1,690
+16
+1% +$1.95K 0.02% 331
2025
Q2 		$203K Buy
+1,674
New +$189K 0.02% 336
2024
Q2 		– Sell
-2,157
Closed -$290K – 334
2024
Q1 		$290K Sell
2,157
-720
-25% -$73.8K 0.03% 261
2023
Q4 		$290K Buy
+2,877
New +$278K 0.03% 268

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TritonPoint Wealth's NVS Position: Q4 2025 in Review

TritonPoint Wealth sold out of Novartis (NVS) in Q4 2025, closing a stake of 1,690 shares — an estimated $217K sold.

TritonPoint Wealth first reported a position in NVS in Q4 2023 and held it in 4 quarters. The position peaked at $290K in Q1 2024. 1,509 funds tracked by Wall St. Rank hold NVS as of Q4 2025.

  • TritonPoint Wealth reported no remaining Novartis position as of Q4 2025 after selling out during the quarter.
  • TritonPoint Wealth sold 1,690 Novartis shares in Q4 2025, an estimated $217K.
  • TritonPoint Wealth first reported a position in Novartis in Q4 2023 and held it in 4 quarters.
  • TritonPoint Wealth's Novartis position peaked at $290K in Q1 2024.
  • 1,509 funds tracked by Wall St. Rank held Novartis as of Q4 2025.

Based on TritonPoint Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.