Greenwood Gearhart’s Novartis NVS Stock Holding History

Greenwood Gearhart’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 Q1	–	Sell	-3,810	Closed	-$371K	–	121
2024 Q4	$371K	Buy	3,810 +258	+7%	+$27.5K	0.03%	104
2024 Q3	$409K	Sell	3,552 -250	-7%	-$28.4K	0.03%	83
2024 Q2	$405K	Sell	3,802 -1,140	-23%	-$114K	0.04%	83
2024 Q1	$478K	Hold	4,942	–	–	0.05%	77
2023 Q4	$499K	Sell	4,942 -250	-5%	-$24.1K	0.05%	67
2023 Q3	$529K	Sell	5,192 -310	-6%	-$31.5K	0.06%	68
2023 Q2	$555K	Sell	5,502 -55,261	-91%	-$5.53M	0.06%	68
2023 Q1	$5.59M	Sell	60,763 -54,632	-47%	-$4.77M	0.71%	49
2022 Q4	$10.5M	Buy	115,395 +3,211	+3%	+$270K	1.48%	29
2022 Q3	$8.53M	Buy	112,184 +3,319	+3%	+$275K	1.35%	32
2022 Q2	$9.2M	Buy	108,865 +1,997	+2%	+$175K	1.46%	27
2022 Q1	$9.38M	Buy	106,868 +4,406	+4%	+$381K	1.29%	36
2021 Q4	$8.96M	Buy	102,462 +8,697	+9%	+$722K	1.24%	40
2021 Q3	$7.67M	Buy	93,765 +6,344	+7%	+$571K	1.19%	40
2021 Q2	$7.98M	Buy	87,421 +4,155	+5%	+$370K	1.29%	35
2021 Q1	$7.12M	Buy	83,266 +3,797	+5%	+$341K	1.27%	38
2020 Q4	$7.5M	Sell	79,469 -2,949	-4%	-$258K	1.46%	30
2020 Q3	$7.17M	Buy	82,418 +293	+0.4%	+$25.4K	1.66%	28
2020 Q2	$7.17M	Buy	82,125 +1,341	+2%	+$116K	1.89%	21
2020 Q1	$6.66M	Buy	80,784 +756	+0.9%	+$67.5K	2.18%	21
2019 Q4	$7.58M	Buy	80,028 +563	+0.7%	+$50.5K	1.95%	20
2019 Q3	$6.91M	Buy	79,465 +169	+0.2%	+$15.2K	1.91%	21
2019 Q2	$7.24M	Buy	79,296 +2,408	+3%	+$204K	1.94%	22
2019 Q1	$6.62M	Buy	76,888 +439	+0.6%	+$35.2K	1.94%	25
2018 Q4	$5.88M	Buy	76,449 +2,748	+4%	+$214K	1.96%	27
2018 Q3	$5.69M	Buy	73,701 +6,523	+10%	+$482K	1.59%	35
2018 Q2	$4.55M	Buy	67,178 +2,578	+4%	+$178K	1.36%	43
2018 Q1	$4.68M	Buy	64,600 +5,496	+9%	+$418K	1.43%	40
2017 Q4	$4.45M	Buy	59,104 +5,774	+11%	+$436K	1.42%	41
2017 Q3	$4.1M	Buy	53,330 +2,395	+5%	+$181K	1.48%	40
2017 Q2	$3.81M	Sell	50,935 -173	-0.3%	-$12.3K	1.46%	39
2017 Q1	$3.4M	Buy	51,108 +1,651	+3%	+$110K	1.28%	46
2016 Q4	$3.23M	Sell	49,457 -558	-1%	-$36.2K	1.31%	47
2016 Q3	$3.54M	Sell	50,015 -1,031	-2%	-$75.1K	1.45%	43
2016 Q2	$3.77M	Buy	51,046 +580	+1%	+$40.1K	1.6%	42
2016 Q1	$3.28M	Buy	50,466 +1,238	+3%	+$84.2K	1.41%	45
2015 Q4	$3.79M	Sell	49,228 -848	-2%	-$67.4K	1.7%	38
2015 Q3	$4.13M	Buy	50,076 +201	+0.4%	+$17.9K	1.96%	32
2015 Q2	$4.39M	Buy	49,875 +698	+1%	+$64K	1.96%	31
2015 Q1	$4.34M	Sell	49,177 -1,489	-3%	-$132K	1.89%	34
2014 Q4	$4.21M	Buy	50,666 +546	+1%	+$45.3K	1.88%	37
2014 Q3	$4.23M	Buy	50,120 +374	+0.8%	+$30.3K	1.94%	31
2014 Q2	$4.04M	Buy	49,746 +1,853	+4%	+$146K	1.96%	32
2014 Q1	$3.65M	Buy	47,893 +294	+0.6%	+$21.4K	1.81%	30
2013 Q4	$3.43M	Buy	47,599 +960	+2%	+$66.7K	1.78%	34
2013 Q3	$3.21M	Sell	46,639 -184	-0.4%	-$12.2K	1.87%	28
2013 Q2	$2.97M	Buy	+46,823	New	+$3.05M	1.82%	32

Other funds holding NVS

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Greenwood Gearhart's NVS Position: Q1 2025 in Review

Greenwood Gearhart sold out of Novartis (NVS) in Q1 2025, closing a stake of 3,810 shares — an estimated $371K sold.

Greenwood Gearhart first reported a position in NVS in Q2 2013 and held it in 47 quarters. The position peaked at $10.5M in Q4 2022. 1,357 funds tracked by Wall St. Rank hold NVS as of Q1 2025.

Greenwood Gearhart reported no remaining Novartis position as of Q1 2025 after selling out during the quarter.
Greenwood Gearhart sold 3,810 Novartis shares in Q1 2025, an estimated $371K.
Greenwood Gearhart first reported a position in Novartis in Q2 2013 and held it in 47 quarters.
Greenwood Gearhart's Novartis position peaked at $10.5M in Q4 2022.
1,357 funds tracked by Wall St. Rank held Novartis as of Q1 2025.

Based on Greenwood Gearhart's 13F filing for Q1 2025, filed 6 May 2025.