Michael Gelband’s Novartis NVS Stock Holding History

Michael Gelband’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	–	Sell	-5,501	Closed	-$705K	–	1910
2025 Q3	$705K	Buy	+5,501	New	+$671K	0.01%	1078
2024 Q3	–	Sell	-120,170	Closed	-$12.8M	–	1953
2024 Q2	$12.8M	Buy	+120,170	New	+$12.1M	0.09%	211
2023 Q3	–	Sell	-73,754	Closed	-$7.44M	–	2005
2023 Q2	$7.44M	Sell	73,754 -96,940	-57%	-$9.7M	0.06%	317
2023 Q1	$15.7M	Buy	+170,694	New	+$14.9M	0.13%	168
2022 Q4	–	Sell	-108,751	Closed	-$8.27M	–	1974
2022 Q3	$8.27M	Buy	108,751 +102,783	+1,722%	+$8.52M	0.11%	258
2022 Q2	$504K	Buy	+5,968	New	+$524K	0.01%	1344
2022 Q1	–	Sell	-6,880	Closed	-$602K	–	2538
2021 Q4	$602K	Buy	+6,880	New	+$571K	0.01%	1305
2020 Q4	–	Sell	-16,297	Closed	-$1.42M	–	2259
2020 Q3	$1.42M	Buy	+16,297	New	+$1.41M	0.03%	529
2020 Q2	–	Sell	-2,546	Closed	-$210K	–	1945
2020 Q1	$210K	Sell	2,546 -13,951	-85%	-$1.24M	0.01%	771
2019 Q4	$1.56M	Buy	16,497 +6,794	+70%	+$610K	0.03%	407
2019 Q3	$843K	Buy	+9,703	New	+$871K	0.03%	442
2019 Q1	–	Sell	-3,156	Closed	-$243K	–	735
2018 Q4	$243K	Buy	+3,156	New	+$246K	0.02%	230

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

Michael Gelband's NVS Position: Q4 2025 in Review

Michael Gelband sold out of Novartis (NVS) in Q4 2025, closing a stake of 5,501 shares — an estimated $705K sold.

Michael Gelband first reported a position in NVS in Q4 2018 and held it in 12 quarters. The position peaked at $15.7M in Q1 2023. 1,510 funds tracked by Wall St. Rank hold NVS as of Q4 2025.

Michael Gelband reported no remaining Novartis position as of Q4 2025 after selling out during the quarter.
Michael Gelband sold 5,501 Novartis shares in Q4 2025, an estimated $705K.
Michael Gelband first reported a position in Novartis in Q4 2018 and held it in 12 quarters.
Michael Gelband's Novartis position peaked at $15.7M in Q1 2023.
1,510 funds tracked by Wall St. Rank held Novartis as of Q4 2025.

Based on ExodusPoint Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.