GI
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GAMMA Investing’s Novartis NVS Stock Holding History

GAMMA Investing’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
Q3 		$2M Sell
14,019
-47
-0.3% -$7.13K 0.07% 224
2026
Q2 		$2.2M Buy
14,066
+758
+6% +$114K 0.08% 195
2026
Q1 		$2.03M Buy
13,308
+1,205
+10% +$185K 0.09% 187
2025
Q4 		$1.67M Buy
12,103
+1,486
+14% +$195K 0.08% 199
2025
Q3 		$1.36M Buy
10,617
+2,531
+31% +$309K 0.08% 218
2025
Q2 		$978K Buy
8,086
+1,562
+24% +$176K 0.06% 276
2025
Q1 		$727K Buy
6,524
+1,500
+30% +$160K 0.05% 309
2024
Q4 		$489K Sell
5,024
-413
-8% -$44K 0.04% 368
2024
Q3 		$625K Buy
5,437
+1,359
+33% +$154K 0.06% 280
2024
Q2 		$434K Buy
4,078
+769
+23% +$77.2K 0.06% 291
2024
Q1 		$320K Sell
3,309
-155
-4% -$15.9K 0.07% 282
2023
Q4 		$358K Buy
+3,464
New +$334K 0.1% 181

Other funds holding NVS

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

GAMMA Investing's NVS Position: Q3 2026 in Review

GAMMA Investing reduced its Novartis (NVS) stake by 0.33% in Q3 2026, selling an estimated $7.13K and leaving 14,019 shares worth $2M. The position accounts for 0.07% of the portfolio, ranked #224.

GAMMA Investing first reported a position in NVS in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.2M in Q2 2026. 57 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • GAMMA Investing held 14,019 shares of Novartis worth $2M as of Q3 2026.
  • GAMMA Investing sold 47 Novartis shares in Q3 2026, an estimated $7.13K.
  • Novartis made up 0.07% of GAMMA Investing's portfolio in Q3 2026, its #224 holding.
  • GAMMA Investing first reported a position in Novartis in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Novartis position peaked at $2.2M in Q2 2026.
  • 57 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.