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Gimbal Financial’s Novartis NVS Stock Holding History

Gimbal Financial’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 		$283K Hold
2,205
– – 0.17% 41
2025
Q2 		$267K Buy
2,205
+2
+0.1% +$225 0.16% 39
2025
Q1 		$246K Hold
2,203
– – 0.22% 35
2024
Q4 		$214K Hold
2,203
– – 0.18% 44
2024
Q3 		$249K Sell
2,203
-43
-2% -$4.88K 0.16% 42
2024
Q2 		$248K Buy
2,246
+3
+0.1% +$301 0.18% 38
2024
Q1 		$217K Hold
2,243
– – 0.18% 44
2023
Q4 		$226K Buy
+2,243
New +$217K 0.23% 39

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

Gimbal Financial's NVS Position: Q3 2025 in Review

Gimbal Financial held its Novartis (NVS) position steady in Q3 2025 at 2,205 shares worth $283K. The position accounts for 0.17% of the portfolio, ranked #41.

Gimbal Financial first reported a position in NVS in Q4 2023 and has held it in 8 quarters since. 1,401 funds tracked by Wall St. Rank hold NVS as of Q3 2025.

  • Gimbal Financial held 2,205 shares of Novartis worth $283K as of Q3 2025.
  • Gimbal Financial left its Novartis share count unchanged in Q3 2025.
  • Novartis made up 0.17% of Gimbal Financial's portfolio in Q3 2025, its #41 holding.
  • Gimbal Financial first reported a position in Novartis in Q4 2023 and has held it in 8 quarters since.
  • 1,401 funds tracked by Wall St. Rank held Novartis as of Q3 2025.

Based on Gimbal Financial's 13F filing for Q3 2025, filed 4 Nov 2025.