Litman Gregory Wealth Management’s Novartis NVS Stock Holding History

Litman Gregory 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 Q4	$64.8K	Buy	+470	New	+$61.5K	﹤0.01%	211
2021 Q2	–	Sell	-469	Closed	-$40K	–	149
2021 Q1	$40K	Hold	469	–	–	0.01%	105
2020 Q4	$44K	Hold	469	–	–	0.01%	103
2020 Q3	$41K	Hold	469	–	–	0.01%	103
2020 Q2	$41K	Hold	469	–	–	0.01%	100
2020 Q1	$39K	Sell	469 -61	-12%	-$5.44K	0.01%	92
2019 Q4	$50K	Buy	530 +130	+33%	+$11.7K	0.01%	93
2019 Q3	$35K	Hold	400	–	–	0.01%	87
2019 Q2	$37K	Sell	400 -46	-10%	-$3.89K	0.01%	104
2019 Q1	$38K	Hold	446	–	–	0.01%	74
2018 Q4	$34K	Hold	446	–	–	0.01%	80
2018 Q3	$34K	Hold	446	–	–	0.01%	65
2018 Q2	$30K	Sell	446 -614	-58%	-$42.4K	0.01%	62
2018 Q1	$77K	Buy	+1,060	New	+$80.7K	0.03%	67

Other funds holding NVS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Litman Gregory Wealth Management's NVS Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Novartis (NVS) in Q4 2025: 470 shares worth $64.8K. The stake represents ﹤0.01% of the portfolio and ranks #211 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in NVS as recently as Q1 2021.

Litman Gregory Wealth Management first reported a position in NVS in Q1 2018 and has held it in 14 quarters since. The position peaked at $77K in Q1 2018. 1,510 funds tracked by Wall St. Rank hold NVS as of Q4 2025.

Litman Gregory Wealth Management held 470 shares of Novartis worth $64.8K as of Q4 2025.
Novartis was a new Litman Gregory Wealth Management position in Q4 2025.
Novartis made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #211 holding.
Litman Gregory Wealth Management first reported a position in Novartis in Q1 2018 and has held it in 14 quarters since.
Litman Gregory Wealth Management's Novartis position peaked at $77K in Q1 2018.
1,510 funds tracked by Wall St. Rank held Novartis as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.