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Binnacle Investments’s Novartis NVS Stock Holding History

Binnacle Investments’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 		$248K Buy
1,931
+162
+9% +$19.8K 0.15% 62
2025
Q2 		$214K Buy
1,769
+138
+8% +$15.6K 0.14% 63
2025
Q1 		$182K Buy
+1,631
New +$174K 0.13% 63

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

Binnacle Investments's NVS Position: Q3 2025 in Review

Binnacle Investments increased its Novartis (NVS) stake by 9.2% in Q3 2025, buying an estimated $19.8K and bringing the position to 1,931 shares worth $248K. The position accounts for 0.15% of the portfolio, ranked #62.

Binnacle Investments first reported a position in NVS in Q1 2025 and has held it in 3 quarters since. 1,400 funds tracked by Wall St. Rank hold NVS as of Q3 2025.

  • Binnacle Investments held 1,931 shares of Novartis worth $248K as of Q3 2025.
  • Binnacle Investments bought 162 Novartis shares in Q3 2025, an estimated $19.8K.
  • Novartis made up 0.15% of Binnacle Investments's portfolio in Q3 2025, its #62 holding.
  • Binnacle Investments first reported a position in Novartis in Q1 2025 and has held it in 3 quarters since.
  • 1,400 funds tracked by Wall St. Rank held Novartis as of Q3 2025.

Based on Binnacle Investments's 13F filing for Q3 2025, filed 14 Nov 2025.