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Hemington Wealth Management’s Novartis NVS Stock Holding History

Hemington Wealth Management’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
Q3 		$10K Hold
79
– – ﹤0.01% 884
2025
Q2 		$9K Hold
79
– – ﹤0.01% 899
2025
Q1 		$8K Hold
79
– – ﹤0.01% 893
2024
Q4 		$7K Hold
79
– – ﹤0.01% 904
2024
Q3 		$8K Buy
+79
New +$8.96K ﹤0.01% 782

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

Hemington Wealth Management's NVS Position: Q3 2025 in Review

Hemington Wealth Management held its Novartis (NVS) position steady in Q3 2025 at 79 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Hemington Wealth Management first reported a position in NVS in Q3 2024 and has held it in 5 quarters since. 1,400 funds tracked by Wall St. Rank hold NVS as of Q3 2025.

  • Hemington Wealth Management held 79 shares of Novartis worth $10K as of Q3 2025.
  • Hemington Wealth Management left its Novartis share count unchanged in Q3 2025.
  • Novartis made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #884 holding.
  • Hemington Wealth Management first reported a position in Novartis in Q3 2024 and has held it in 5 quarters since.
  • 1,400 funds tracked by Wall St. Rank held Novartis as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.