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Centricity Wealth Management’s Novartis NVS Stock Holding History

Centricity Wealth Management’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 		$11.9K Hold
98
– – 0.01% 307
2025
Q1 		$10.9K Sell
98
-104
-51% -$11.1K 0.01% 314
2024
Q4 		$19.7K Buy
+202
New +$21.5K 0.02% 253

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Centricity Wealth Management's NVS Position: Q2 2025 in Review

Centricity Wealth Management held its Novartis (NVS) position steady in Q2 2025 at 98 shares worth $11.9K. The position accounts for 0.01% of the portfolio, ranked #307.

Centricity Wealth Management first reported a position in NVS in Q4 2024 and has held it in 3 quarters since. The position peaked at $19.7K in Q4 2024. 1,384 funds tracked by Wall St. Rank hold NVS as of Q2 2025.

  • Centricity Wealth Management held 98 shares of Novartis worth $11.9K as of Q2 2025.
  • Centricity Wealth Management left its Novartis share count unchanged in Q2 2025.
  • Novartis made up 0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #307 holding.
  • Centricity Wealth Management first reported a position in Novartis in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Novartis position peaked at $19.7K in Q4 2024.
  • 1,384 funds tracked by Wall St. Rank held Novartis as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.