GWN Securities’s Novartis NVS Stock Holding History

GWN Securities’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	–	Sell	-6,058	Closed	-$662K	–	609
2025 Q1	$662K	Buy	+6,058	New	+$645K	0.04%	388

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

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

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

GWN Securities's NVS Position: Q2 2025 in Review

GWN Securities sold out of Novartis (NVS) in Q2 2025, closing a stake of 6,058 shares — an estimated $662K sold.

GWN Securities first reported a position in NVS in Q1 2025 and held it in 1 quarter. The position peaked at $662K in Q1 2025. 1,383 funds tracked by Wall St. Rank hold NVS as of Q2 2025.

GWN Securities reported no remaining Novartis position as of Q2 2025 after selling out during the quarter.
GWN Securities sold 6,058 Novartis shares in Q2 2025, an estimated $662K.
GWN Securities first reported a position in Novartis in Q1 2025 and held it in 1 quarter.
GWN Securities's Novartis position peaked at $662K in Q1 2025.
1,383 funds tracked by Wall St. Rank held Novartis as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.