Guerra Advisors’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.03M Buy
8,033
+2,291
+40% +$280K 0.38% 59
2025
Q2
$695K Buy
5,742
+1,040
+22% +$117K 0.33% 54
2025
Q1
$524K Buy
+4,702
New +$501K 0.29% 53

Other funds holding NVS

Guerra Advisors's NVS Position: Q3 2025 in Review

Guerra Advisors increased its Novartis (NVS) stake by 40% in Q3 2025, buying an estimated $280K and bringing the position to 8,033 shares worth $1.03M. The position accounts for 0.38% of the portfolio, ranked #59.

Guerra Advisors first reported a position in NVS in Q1 2025 and has held it in 3 quarters since. 1,400 funds tracked by Wall St. Rank hold NVS as of Q3 2025.

  • Guerra Advisors held 8,033 shares of Novartis worth $1.03M as of Q3 2025.
  • Guerra Advisors bought 2,291 Novartis shares in Q3 2025, an estimated $280K.
  • Novartis made up 0.38% of Guerra Advisors's portfolio in Q3 2025, its #59 holding.
  • Guerra Advisors first reported a position in Novartis in Q1 2025 and has held it in 3 quarters since.
  • 1,400 funds tracked by Wall St. Rank held Novartis as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.