Warther Private Wealth’s Novartis NVS Stock Holding History

Warther Private 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 Q2	–	Sell	-2,092	Closed	-$233K	–	66
2025 Q1	$233K	Buy	+2,092	New	+$223K	0.08%	61
2024 Q4	–	Sell	-1,887	Closed	-$217K	–	88
2024 Q3	$217K	Hold	1,887	–	–	0.08%	84
2024 Q2	$201K	Buy	+1,887	New	+$189K	0.08%	82

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

Warther Private Wealth's NVS Position: Q2 2025 in Review

Warther Private Wealth sold out of Novartis (NVS) in Q2 2025, closing a stake of 2,092 shares — an estimated $233K sold.

Warther Private Wealth first reported a position in NVS in Q2 2024 and held it in 3 quarters. The position peaked at $233K in Q1 2025. 1,383 funds tracked by Wall St. Rank hold NVS as of Q2 2025.

Warther Private Wealth reported no remaining Novartis position as of Q2 2025 after selling out during the quarter.
Warther Private Wealth sold 2,092 Novartis shares in Q2 2025, an estimated $233K.
Warther Private Wealth first reported a position in Novartis in Q2 2024 and held it in 3 quarters.
Warther Private Wealth's Novartis position peaked at $233K in Q1 2025.
1,383 funds tracked by Wall St. Rank held Novartis as of Q2 2025.

Based on Warther Private Wealth's 13F filing for Q2 2025, filed 30 Jul 2025.