von Borstel & Associates’s Novartis NVS Stock Holding History

von Borstel & Associates’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	-1,822	Closed	-$231K	–	126
2025 Q3	$231K	Buy	+1,822	New	+$222K	0.04%	152

Other funds holding NVS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

von Borstel & Associates's NVS Position: Q4 2025 in Review

von Borstel & Associates sold out of Novartis (NVS) in Q4 2025, closing a stake of 1,822 shares — an estimated $231K sold.

von Borstel & Associates first reported a position in NVS in Q3 2025 and held it in 1 quarter. The position peaked at $231K in Q3 2025. 1,516 funds tracked by Wall St. Rank hold NVS as of Q4 2025.

von Borstel & Associates reported no remaining Novartis position as of Q4 2025 after selling out during the quarter.
von Borstel & Associates sold 1,822 Novartis shares in Q4 2025, an estimated $231K.
von Borstel & Associates first reported a position in Novartis in Q3 2025 and held it in 1 quarter.
von Borstel & Associates's Novartis position peaked at $231K in Q3 2025.
1,516 funds tracked by Wall St. Rank held Novartis as of Q4 2025.

Based on von Borstel & Associates's 13F filing for Q4 2025, filed 12 Feb 2026.