WGCA
NVS icon

Wolf Group Capital Advisors’s Novartis NVS Stock Holding History

Wolf Group Capital Advisors’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
Q1 		$222K Buy
+1,995
New +$212K 0.07% 158
2014
Q2 		– Sell
-4,197
Closed -$320K – 98
2014
Q1 		$320K Sell
4,197
-5,470
-57% -$399K 0.25% 88
2013
Q4 		$696K Buy
+9,667
New +$672K 0.56% 65

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wolf Group Capital Advisors's NVS Position: Q1 2025 in Review

Wolf Group Capital Advisors opened a new position in Novartis (NVS) in Q1 2025: 1,995 shares worth $222K. The stake represents 0.07% of the portfolio and ranks #158 among its holdings. This is a return to the name: Wolf Group Capital Advisors previously reported a position in NVS as recently as Q1 2014.

Wolf Group Capital Advisors first reported a position in NVS in Q4 2013 and has held it in 3 quarters since. The position peaked at $696K in Q4 2013. 1,357 funds tracked by Wall St. Rank hold NVS as of Q1 2025.

  • Wolf Group Capital Advisors held 1,995 shares of Novartis worth $222K as of Q1 2025.
  • Novartis was a new Wolf Group Capital Advisors position in Q1 2025.
  • Novartis made up 0.07% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #158 holding.
  • Wolf Group Capital Advisors first reported a position in Novartis in Q4 2013 and has held it in 3 quarters since.
  • Wolf Group Capital Advisors's Novartis position peaked at $696K in Q4 2013.
  • 1,357 funds tracked by Wall St. Rank held Novartis as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.