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Financial Gravity Companies’s Novartis NVS Stock Holding History

Financial Gravity Companies’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 		$5.35M Buy
+44,198
New +$4.98M 1.05% 23
2024
Q4 		$3.72M Buy
38,243
+1,640
+4% +$175K 0.85% 31
2024
Q3 		$4.21M Buy
+36,603
New +$4.15M 1.13% 22
2018
Q4 		$8K Buy
+106
New +$8.25K 0.01% 632
2018
Q1 		$12K Sell
171
-1
-0.6% -$76 0.01% 566
2017
Q4 		$14K Buy
+172
New +$13K 0.02% 529

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

Financial Gravity Companies's NVS Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Novartis (NVS) in Q2 2025: 44,198 shares worth $5.35M. The stake represents 1.05% of the portfolio and ranks #23 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in NVS as recently as Q4 2024.

Financial Gravity Companies first reported a position in NVS in Q4 2017 and has held it in 6 quarters since. 1,383 funds tracked by Wall St. Rank hold NVS as of Q2 2025.

  • Financial Gravity Companies held 44,198 shares of Novartis worth $5.35M as of Q2 2025.
  • Novartis was a new Financial Gravity Companies position in Q2 2025.
  • Novartis made up 1.05% of Financial Gravity Companies's portfolio in Q2 2025, its #23 holding.
  • Financial Gravity Companies first reported a position in Novartis in Q4 2017 and has held it in 6 quarters since.
  • 1,383 funds tracked by Wall St. Rank held Novartis as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.