Viking Fund Management’s Novartis NVS Stock Holding History

Viking Fund 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	-1,000	Closed	-$111K	–	144
2025 Q1	$111K	Buy	+1,000	New	+$106K	0.02%	138

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Viking Fund Management's NVS Position: Q2 2025 in Review

Viking Fund Management sold out of Novartis (NVS) in Q2 2025, closing a stake of 1,000 shares — an estimated $111K sold.

Viking Fund Management first reported a position in NVS in Q1 2025 and held it in 1 quarter. The position peaked at $111K in Q1 2025. 1,383 funds tracked by Wall St. Rank hold NVS as of Q2 2025.

Viking Fund Management reported no remaining Novartis position as of Q2 2025 after selling out during the quarter.
Viking Fund Management sold 1,000 Novartis shares in Q2 2025, an estimated $111K.
Viking Fund Management first reported a position in Novartis in Q1 2025 and held it in 1 quarter.
Viking Fund Management's Novartis position peaked at $111K in Q1 2025.
1,383 funds tracked by Wall St. Rank held Novartis as of Q2 2025.

Based on Viking Fund Management's 13F filing for Q2 2025, filed 11 Jul 2025.