Certuity’s Novartis NVS Stock Holding History

Certuity’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	-1,692	Closed	-$205K	–	567
2025 Q2	$205K	Buy	+1,692	New	+$191K	0.02%	399

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Certuity's NVS Position: Q3 2025 in Review

Certuity sold out of Novartis (NVS) in Q3 2025, closing a stake of 1,692 shares — an estimated $205K sold.

Certuity first reported a position in NVS in Q2 2025 and held it in 1 quarter. The position peaked at $205K in Q2 2025. 1,400 funds tracked by Wall St. Rank hold NVS as of Q3 2025.

Certuity reported no remaining Novartis position as of Q3 2025 after selling out during the quarter.
Certuity sold 1,692 Novartis shares in Q3 2025, an estimated $205K.
Certuity first reported a position in Novartis in Q2 2025 and held it in 1 quarter.
Certuity's Novartis position peaked at $205K in Q2 2025.
1,400 funds tracked by Wall St. Rank held Novartis as of Q3 2025.

Based on Certuity's 13F filing for Q3 2025, filed 13 Nov 2025.