West Coast Financial’s Novartis NVS Stock Holding History

West Coast Financial’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	-3,084	Closed	-$344K	–	107
2025 Q1	$344K	Hold	3,084	–	–	0.04%	127
2024 Q4	$300K	Hold	3,084	–	–	0.03%	134
2024 Q3	$355K	Hold	3,084	–	–	0.04%	128
2024 Q2	$328K	Sell	3,084 -44	-1%	-$4.42K	0.04%	127
2024 Q1	$303K	Buy	3,128 +2	+0.1%	+$205	0.04%	130
2023 Q4	$316K	Sell	3,126 -200	-6%	-$19.3K	0.04%	120
2023 Q3	$339K	Hold	3,326	–	–	0.05%	110
2023 Q2	$336K	Hold	3,326	–	–	0.05%	115
2023 Q1	$306K	Sell	3,326 -400	-11%	-$34.9K	0.05%	110
2022 Q4	$338K	Hold	3,726	–	–	0.06%	99
2022 Q3	$283K	Sell	3,726 -165	-4%	-$13.7K	0.05%	100
2022 Q2	$329K	Sell	3,891 -45	-1%	-$3.95K	0.06%	93
2022 Q1	$345K	Hold	3,936	–	–	0.05%	98
2021 Q4	$344K	Buy	3,936 +361	+10%	+$30K	0.05%	106
2021 Q3	$292K	Buy	3,575 +151	+4%	+$13.6K	0.05%	108
2021 Q2	$312K	Sell	3,424 -104	-3%	-$9.26K	0.05%	107
2021 Q1	$302K	Sell	3,528 -358	-9%	-$32.1K	0.05%	105
2020 Q4	$367K	Hold	3,886	–	–	0.07%	86
2020 Q3	$338K	Sell	3,886 -70	-2%	-$6.06K	0.08%	91
2020 Q2	$346K	Hold	3,956	–	–	0.08%	85
2020 Q1	$326K	Sell	3,956 -250	-6%	-$22.3K	0.09%	81
2019 Q4	$398K	Hold	4,206	–	–	0.08%	88
2019 Q3	$366K	Buy	4,206 +418	+11%	+$37.5K	0.08%	91
2019 Q2	$346K	Sell	3,788 -774	-17%	-$65.5K	0.08%	92
2019 Q1	$393K	Hold	4,562	–	–	0.09%	90
2018 Q4	$351K	Sell	4,562 -639	-12%	-$49.7K	0.1%	88
2018 Q3	$402K	Sell	5,201 -19	-0.4%	-$1.41K	0.09%	107
2018 Q2	$353K	Sell	5,220 -1,919	-27%	-$132K	0.1%	85
2018 Q1	$517K	Sell	7,139 -290	-4%	-$22.1K	0.15%	74
2017 Q4	$559K	Sell	7,429 -1,903	-20%	-$144K	0.16%	77
2017 Q3	$718K	Buy	9,332 +1,007	+12%	+$76.1K	0.19%	82
2017 Q2	$623K	Buy	8,325 +184	+2%	+$13K	0.2%	73
2017 Q1	$542K	Sell	8,141 -5,011	-38%	-$334K	0.17%	84
2016 Q4	$858K	Sell	13,152 -3,421	-21%	-$222K	0.27%	71
2016 Q3	$1.17M	Sell	16,573 -591	-3%	-$43.1K	0.38%	65
2016 Q2	$1.27M	Sell	17,164 -1,730	-9%	-$120K	0.46%	59
2016 Q1	$1.23M	Sell	18,894 -748	-4%	-$50.9K	0.51%	51
2015 Q4	$1.51M	Buy	19,642 +106	+0.5%	+$8.42K	0.63%	52
2015 Q3	$1.61M	Buy	19,536 +246	+1%	+$21.9K	0.72%	48
2015 Q2	$1.7M	Buy	19,290 +736	+4%	+$67.5K	0.75%	47
2015 Q1	$1.64M	Sell	18,554 -149	-0.8%	-$13.2K	0.76%	46
2014 Q4	$1.55M	Sell	18,703 -430	-2%	-$35.6K	0.8%	48
2014 Q3	$1.61M	Sell	19,133 -1,621	-8%	-$131K	0.91%	45
2014 Q2	$1.68M	Sell	20,754 -6,127	-23%	-$482K	0.89%	49
2014 Q1	$2.05M	Sell	26,881 -7,278	-21%	-$530K	1.04%	48
2013 Q4	$2.46M	Buy	34,159 +521	+2%	+$36.2K	1.27%	43
2013 Q3	$2.31M	Sell	33,638 -56	-0.2%	-$3.71K	1.28%	42
2013 Q2	$2.13M	Buy	+33,694	New	+$2.19M	1.16%	45

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 $336B AUM 34.66% 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

West Coast Financial's NVS Position: Q2 2025 in Review

West Coast Financial sold out of Novartis (NVS) in Q2 2025, closing a stake of 3,084 shares — an estimated $344K sold.

West Coast Financial first reported a position in NVS in Q2 2013 and held it in 48 quarters. The position peaked at $2.46M in Q4 2013. 1,384 funds tracked by Wall St. Rank hold NVS as of Q2 2025.

West Coast Financial reported no remaining Novartis position as of Q2 2025 after selling out during the quarter.
West Coast Financial sold 3,084 Novartis shares in Q2 2025, an estimated $344K.
West Coast Financial first reported a position in Novartis in Q2 2013 and held it in 48 quarters.
West Coast Financial's Novartis position peaked at $2.46M in Q4 2013.
1,384 funds tracked by Wall St. Rank held Novartis as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.