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Wood Tarver Financial Group’s Novartis NVS Stock Holding History

Wood Tarver Financial Group’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 		– Sell
-58
Closed -$7K – 478
2025
Q2 		$7K Hold
58
– – ﹤0.01% 443
2025
Q1 		$6.47K Sell
58
-1
-2% -$106 ﹤0.01% 448
2024
Q4 		$5K Buy
+59
New +$6.29K ﹤0.01% 447

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wood Tarver Financial Group's NVS Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Novartis (NVS) in Q3 2025, closing a stake of 58 shares — an estimated $7K sold.

Wood Tarver Financial Group first reported a position in NVS in Q4 2024 and held it in 3 quarters. The position peaked at $7K in Q2 2025. 1,400 funds tracked by Wall St. Rank hold NVS as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Novartis position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 58 Novartis shares in Q3 2025, an estimated $7K.
  • Wood Tarver Financial Group first reported a position in Novartis in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Novartis position peaked at $7K in Q2 2025.
  • 1,400 funds tracked by Wall St. Rank held Novartis as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.