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Gitterman Wealth Management’s Novartis NVS Stock Holding History

Gitterman Wealth 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
2025
Q3 		$463K Buy
3,607
+316
+10% +$38.6K 0.11% 55
2025
Q2 		$398K Sell
3,291
-68
-2% -$7.66K 0.09% 56
2025
Q1 		$374K Buy
3,359
+35
+1% +$3.73K 0.1% 56
2024
Q4 		$323K Buy
3,324
+249
+8% +$26.6K 0.14% 67
2024
Q3 		$354K Buy
3,075
+51
+2% +$5.79K 0.15% 45
2024
Q2 		$322K Buy
3,024
+650
+27% +$65.2K 0.12% 53
2024
Q1 		$230K Sell
2,374
-1,674
-41% -$172K 0.09% 84
2023
Q4 		$409K Buy
4,048
+1,757
+77% +$170K 0.18% 30
2023
Q3 		$233K Buy
2,291
+168
+8% +$17.1K 0.11% 55
2023
Q2 		$214K Sell
2,123
-106
-5% -$10.6K 0.1% 71
2023
Q1 		$205K Buy
2,229
+11
+0.5% +$961 0.1% 74
2022
Q4 		$201K Buy
+2,218
New +$187K 0.1% 70

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

Gitterman Wealth Management's NVS Position: Q3 2025 in Review

Gitterman Wealth Management increased its Novartis (NVS) stake by 9.6% in Q3 2025, buying an estimated $38.6K and bringing the position to 3,607 shares worth $463K. The position accounts for 0.11% of the portfolio, ranked #55.

Gitterman Wealth Management first reported a position in NVS in Q4 2022 and has held it in 12 quarters since. 1,400 funds tracked by Wall St. Rank hold NVS as of Q3 2025.

  • Gitterman Wealth Management held 3,607 shares of Novartis worth $463K as of Q3 2025.
  • Gitterman Wealth Management bought 316 Novartis shares in Q3 2025, an estimated $38.6K.
  • Novartis made up 0.11% of Gitterman Wealth Management's portfolio in Q3 2025, its #55 holding.
  • Gitterman Wealth Management first reported a position in Novartis in Q4 2022 and has held it in 12 quarters since.
  • 1,400 funds tracked by Wall St. Rank held Novartis as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.