GL
NVS icon

Graypoint LLC’s Novartis NVS Stock Holding History

Graypoint LLC’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
Q2 		$322K Sell
2,662
-306
-10% -$34.5K 0.02% 415
2025
Q1 		$331K Sell
2,968
-389
-12% -$41.4K 0.02% 389
2024
Q4 		$327K Sell
3,357
-384
-10% -$40.9K 0.02% 388
2024
Q3 		$430K Sell
3,741
-18
-0.5% -$2.04K 0.03% 333
2024
Q2 		$400K Sell
3,759
-1,909
-34% -$192K 0.03% 327
2024
Q1 		$548K Sell
5,668
-41
-0.7% -$4.2K 0.04% 262
2023
Q4 		$576K Sell
5,709
-1,318
-19% -$127K 0.05% 233
2023
Q3 		$716K Sell
7,027
-255
-4% -$25.9K 0.07% 188
2023
Q2 		$735K Sell
7,282
-605
-8% -$60.5K 0.07% 163
2023
Q1 		$726K Sell
7,887
-1,599
-17% -$140K 0.08% 162
2022
Q4 		$861K Sell
9,486
-116
-1% -$9.77K 0.1% 133
2022
Q3 		$730K Buy
9,602
+28
+0.3% +$2.32K 0.09% 149
2022
Q2 		$809K Sell
9,574
-132
-1% -$11.6K 0.1% 137
2022
Q1 		$852K Sell
9,706
-45
-0.5% -$3.9K 0.08% 147
2021
Q4 		$853K Sell
9,751
-369
-4% -$30.6K 0.09% 149
2021
Q3 		$828K Buy
10,120
+197
+2% +$17.7K 0.1% 136
2021
Q2 		$905K Sell
9,923
-617
-6% -$54.9K 0.12% 124
2021
Q1 		$901K Sell
10,540
-1,032
-9% -$92.6K 0.14% 120
2020
Q4 		$1.09M Sell
11,572
-2,106
-15% -$184K 0.19% 100
2020
Q3 		$1.19M Sell
13,678
-2,263
-14% -$196K 0.23% 87
2020
Q2 		$1.39M Buy
15,941
+1,096
+7% +$94.6K 0.32% 74
2020
Q1 		$1.22M Buy
+14,845
New +$1.32M 0.34% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Graypoint LLC's NVS Position: Q2 2025 in Review

Graypoint LLC reduced its Novartis (NVS) stake by 10% in Q2 2025, selling an estimated $34.5K and leaving 2,662 shares worth $322K. The position accounts for 0.02% of the portfolio, ranked #415.

Graypoint LLC first reported a position in NVS in Q1 2020 and has held it in 22 quarters since. The position peaked at $1.39M in Q2 2020. 1,383 funds tracked by Wall St. Rank hold NVS as of Q2 2025.

  • Graypoint LLC held 2,662 shares of Novartis worth $322K as of Q2 2025.
  • Graypoint LLC sold 306 Novartis shares in Q2 2025, an estimated $34.5K.
  • Novartis made up 0.02% of Graypoint LLC's portfolio in Q2 2025, its #415 holding.
  • Graypoint LLC first reported a position in Novartis in Q1 2020 and has held it in 22 quarters since.
  • Graypoint LLC's Novartis position peaked at $1.39M in Q2 2020.
  • 1,383 funds tracked by Wall St. Rank held Novartis as of Q2 2025.

Based on Graypoint LLC's 13F filing for Q2 2025, filed 15 Jul 2025.