GPS Wealth Strategies Group’s Novartis NVS Stock Holding History

GPS Wealth Strategies Group’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	-982	Closed	-$126K	–	1236
2025 Q3	$126K	Hold	982	–	–	0.01%	433
2025 Q2	$119K	Buy	982 +18	+2%	+$2.03K	0.01%	426
2025 Q1	$107K	Sell	964 -268	-22%	-$28.5K	0.01%	438
2024 Q4	$120K	Hold	1,232	–	–	0.02%	388
2024 Q3	$142K	Hold	1,232	–	–	0.02%	370
2024 Q2	$131K	Hold	1,232	–	–	0.02%	342
2024 Q1	$119K	Hold	1,232	–	–	0.02%	345
2023 Q4	$124K	Sell	1,232 -50	-4%	-$4.83K	0.02%	318
2023 Q3	$131K	Hold	1,282	–	–	0.03%	308
2023 Q2	$129K	Buy	1,282 +56	+5%	+$5.6K	0.02%	314
2023 Q1	$113K	Buy	+1,226	New	+$107K	0.02%	331
2022 Q4	–	Sell	-48	Closed	-$4K	–	763
2022 Q3	$4K	Hold	48	–	–	﹤0.01%	942
2022 Q2	$4K	Hold	48	–	–	﹤0.01%	936
2022 Q1	$4K	Hold	48	–	–	﹤0.01%	899
2021 Q4	$4K	Sell	48 -681	-93%	-$56.5K	﹤0.01%	907
2021 Q3	$60K	Hold	729	–	–	0.01%	359
2021 Q2	$67K	Hold	729	–	–	0.02%	355
2021 Q1	$62K	Buy	+729	New	+$65.4K	0.02%	345

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

GPS Wealth Strategies Group's NVS Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Novartis (NVS) in Q4 2025, closing a stake of 982 shares — an estimated $126K sold.

GPS Wealth Strategies Group first reported a position in NVS in Q1 2021 and held it in 18 quarters. The position peaked at $142K in Q3 2024. 1,508 funds tracked by Wall St. Rank hold NVS as of Q4 2025.

GPS Wealth Strategies Group reported no remaining Novartis position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 982 Novartis shares in Q4 2025, an estimated $126K.
GPS Wealth Strategies Group first reported a position in Novartis in Q1 2021 and held it in 18 quarters.
GPS Wealth Strategies Group's Novartis position peaked at $142K in Q3 2024.
1,508 funds tracked by Wall St. Rank held Novartis as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.