Financial Gravity Asset Management’s Novartis NVS Stock Holding History

Financial Gravity Asset 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
2026 Q1	$7.33M	Sell	47,971 -466	-1%	-$71.4K	1.3%	21
2025 Q4	$6.68M	Buy	48,437 +2,956	+6%	+$387K	1.29%	23
2025 Q3	$5.83M	Buy	+45,481	New	+$5.55M	1.15%	23
2025 Q1	$4.58M	Buy	+41,128	New	+$4.38M	1%	25
2024 Q2	$4.16M	Buy	39,067 +5,102	+15%	+$512K	1.04%	23
2024 Q1	$3.43M	Hold	33,965	–	–	0.96%	24
2023 Q4	$3.43M	Buy	+33,965	New	+$3.28M	0.96%	24
2021 Q3	–	Hold	0	–	–	–	407
2021 Q2	–	Hold	0	–	–	–	376
2020 Q4	$2K	Buy	+19	New	+$1.66K	﹤0.01%	331
2019 Q4	$95K	Sell	65 -23	-26%	-$2.06K	0.07%	340
2019 Q3	$8K	Sell	88 -72	-45%	-$6.46K	0.01%	637
2019 Q2	$15K	Sell	160 -223	-58%	-$18.9K	0.01%	517
2019 Q1	$33K	Buy	+383	New	+$30.7K	0.03%	376
2018 Q3	$14K	Buy	185 +12	+7%	+$887	0.01%	524
2018 Q2	$13K	Buy	173 +2	+1%	+$138	0.01%	528
2018 Q1	$12K	Buy	+171	New	+$13K	0.01%	566

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Financial Gravity Asset Management's NVS Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its Novartis (NVS) stake by 0.96% in Q1 2026, selling an estimated $71.4K and leaving 47,971 shares worth $7.33M. The position accounts for 1.3% of the portfolio, ranked #21.

Financial Gravity Asset Management first reported a position in NVS in Q1 2018 and has held it in 15 quarters since. 1,601 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Financial Gravity Asset Management held 47,971 shares of Novartis worth $7.33M as of Q1 2026.
Financial Gravity Asset Management sold 466 Novartis shares in Q1 2026, an estimated $71.4K.
Novartis made up 1.3% of Financial Gravity Asset Management's portfolio in Q1 2026, its #21 holding.
Financial Gravity Asset Management first reported a position in Novartis in Q1 2018 and has held it in 15 quarters since.
1,601 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.