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Wolff Wiese Magana’s Novartis NVS Stock Holding History

Wolff Wiese Magana’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
-49
Closed -$6.28K – 984
2025
Q3 		$6.28K Sell
49
-24
-33% -$2.93K ﹤0.01% 549
2025
Q2 		$8.83K Hold
73
– – 0.01% 447
2025
Q1 		$8.14K Hold
73
– – 0.01% 446
2024
Q4 		$7.1K Buy
+73
New +$7.79K ﹤0.01% 485
2022
Q4 		– Sell
-78
Closed -$6K – 911
2022
Q3 		$6K Sell
78
-125
-62% -$10.4K ﹤0.01% 581
2022
Q2 		$17K Hold
203
– – 0.01% 435
2022
Q1 		$18K Hold
203
– – 0.01% 440
2021
Q4 		$18K Buy
203
+34
+20% +$2.82K 0.01% 446
2021
Q3 		$14K Buy
169
+65
+63% +$5.85K 0.01% 478
2021
Q2 		$9K Sell
104
-60
-37% -$5.34K 0.01% 539
2021
Q1 		$14K Buy
164
+15
+10% +$1.35K 0.01% 436
2020
Q4 		$14K Buy
+149
New +$13K 0.01% 407

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wolff Wiese Magana's NVS Position: Q4 2025 in Review

Wolff Wiese Magana sold out of Novartis (NVS) in Q4 2025, closing a stake of 49 shares — an estimated $6.28K sold.

Wolff Wiese Magana first reported a position in NVS in Q4 2020 and held it in 12 quarters. The position peaked at $18K in Q1 2022. 1,515 funds tracked by Wall St. Rank hold NVS as of Q4 2025.

  • Wolff Wiese Magana reported no remaining Novartis position as of Q4 2025 after selling out during the quarter.
  • Wolff Wiese Magana sold 49 Novartis shares in Q4 2025, an estimated $6.28K.
  • Wolff Wiese Magana first reported a position in Novartis in Q4 2020 and held it in 12 quarters.
  • Wolff Wiese Magana's Novartis position peaked at $18K in Q1 2022.
  • 1,515 funds tracked by Wall St. Rank held Novartis as of Q4 2025.

Based on Wolff Wiese Magana's 13F filing for Q4 2025, filed 14 Jan 2026.