WFA Asset Management’s Novartis NVS Stock Holding History

WFA Asset 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 Q3	$26.8K	Hold	233	–	–	0.01%	131
2025 Q2	$24.8K	Hold	233	–	–	0.01%	135
2025 Q1	$22.5K	Hold	233	–	–	0.01%	150
2024 Q4	$22.7K	Hold	233	–	–	0.01%	153
2024 Q3	$26.8K	Hold	233	–	–	0.01%	132
2024 Q2	$24.8K	Hold	233	–	–	0.01%	136
2024 Q1	$22.5K	Hold	233	–	–	0.01%	151
2023 Q4	$23.5K	Hold	233	–	–	0.01%	136
2023 Q3	$23.7K	Hold	233	–	–	0.01%	138
2023 Q2	$23.5K	Hold	233	–	–	0.01%	144
2023 Q1	$21.4K	Hold	233	–	–	0.01%	140
2022 Q4	$21.1K	Hold	233	–	–	0.01%	122
2022 Q3	$17.7K	Hold	233	–	–	0.01%	130
2022 Q2	$19.7K	Hold	233	–	–	0.01%	126
2022 Q1	$20.4K	Hold	233	–	–	0.01%	128
2021 Q4	$20.4K	Buy	+233	New	+$19.3K	0.01%	125

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WFA Asset Management's NVS Position: Q3 2025 in Review

WFA Asset Management held its Novartis (NVS) position steady in Q3 2025 at 233 shares worth $26.8K. The position accounts for 0.01% of the portfolio, ranked #131.

WFA Asset Management first reported a position in NVS in Q4 2021 and has held it in 16 quarters since. 1,401 funds tracked by Wall St. Rank hold NVS as of Q3 2025.

WFA Asset Management held 233 shares of Novartis worth $26.8K as of Q3 2025.
WFA Asset Management left its Novartis share count unchanged in Q3 2025.
Novartis made up 0.01% of WFA Asset Management's portfolio in Q3 2025, its #131 holding.
WFA Asset Management first reported a position in Novartis in Q4 2021 and has held it in 16 quarters since.
1,401 funds tracked by Wall St. Rank held Novartis as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.