Belmont Capital’s Novartis NVS Stock Holding History

Belmont Capital’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	$370K	Hold	3,058	–	–	0.06%	90
2025 Q1	$341K	Hold	3,058	–	–	0.06%	92
2024 Q4	$298K	Hold	3,058	–	–	0.05%	67
2024 Q3	$352K	Hold	3,058	–	–	0.06%	90
2024 Q2	$326K	Hold	3,058	–	–	0.06%	101
2024 Q1	$296K	Hold	3,058	–	–	0.08%	74
2023 Q4	$309K	Hold	3,058	–	–	0.13%	64
2023 Q3	$311K	Buy	3,058 +2,785	+1,020%	+$283K	0.17%	52
2023 Q2	$27.5K	Buy	273 +132	+94%	+$13.2K	0.02%	87
2023 Q1	$13K	Hold	141	–	–	0.01%	85
2022 Q4	$13K	Hold	141	–	–	0.01%	84
2022 Q3	$11K	Buy	+141	New	+$11.7K	0.01%	80

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Belmont Capital's NVS Position: Q2 2025 in Review

Belmont Capital held its Novartis (NVS) position steady in Q2 2025 at 3,058 shares worth $370K. The position accounts for 0.06% of the portfolio, ranked #90.

Belmont Capital first reported a position in NVS in Q3 2022 and has held it in 12 quarters since. 1,384 funds tracked by Wall St. Rank hold NVS as of Q2 2025.

Belmont Capital held 3,058 shares of Novartis worth $370K as of Q2 2025.
Belmont Capital left its Novartis share count unchanged in Q2 2025.
Novartis made up 0.06% of Belmont Capital's portfolio in Q2 2025, its #90 holding.
Belmont Capital first reported a position in Novartis in Q3 2022 and has held it in 12 quarters since.
1,384 funds tracked by Wall St. Rank held Novartis as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.