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Global Wealth Strategies & Associates’s Novartis NVS Stock Holding History

Global Wealth Strategies & Associates’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
Q4 		– Sell
-20
Closed -$2.56K – 580
2025
Q3 		$2.56K Buy
+20
New +$2.44K ﹤0.01% 376
2025
Q2 		– Sell
-14
Closed -$1.56K – 435
2025
Q1 		$1.56K Buy
+14
New +$1.49K ﹤0.01% 398

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Global Wealth Strategies & Associates's NVS Position: Q4 2025 in Review

Global Wealth Strategies & Associates sold out of Novartis (NVS) in Q4 2025, closing a stake of 20 shares — an estimated $2.56K sold.

Global Wealth Strategies & Associates first reported a position in NVS in Q1 2025 and held it in 2 quarters. The position peaked at $2.56K in Q3 2025. 1,510 funds tracked by Wall St. Rank hold NVS as of Q4 2025.

  • Global Wealth Strategies & Associates reported no remaining Novartis position as of Q4 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 20 Novartis shares in Q4 2025, an estimated $2.56K.
  • Global Wealth Strategies & Associates first reported a position in Novartis in Q1 2025 and held it in 2 quarters.
  • Global Wealth Strategies & Associates's Novartis position peaked at $2.56K in Q3 2025.
  • 1,510 funds tracked by Wall St. Rank held Novartis as of Q4 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q4 2025, filed 2 Jan 2026.