Ridgewood Investments’s Novartis NVS Stock Holding History

Ridgewood Investments’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	–	Sell	-1,308	Closed	-$158K	–	529
2025 Q2	$158K	Hold	1,308	–	–	0.07%	210
2025 Q1	$146K	Hold	1,308	–	–	0.07%	209
2024 Q4	$127K	Hold	1,308	–	–	0.06%	215
2024 Q3	$150K	Sell	1,308 -3	-0.2%	-$340	0.08%	198
2024 Q2	$140K	Buy	+1,311	New	+$132K	0.07%	211
2023 Q3	–	Sell	-1,375	Closed	-$139K	–	567
2023 Q2	$139K	Sell	1,375 -103	-7%	-$10.3K	0.08%	208
2023 Q1	$136K	Buy	+1,478	New	+$129K	0.08%	221
2020 Q3	–	Sell	-2,315	Closed	-$202K	–	174
2020 Q2	$202K	Sell	2,315 -684	-23%	-$59K	0.17%	155
2020 Q1	$247K	Buy	+2,999	New	+$268K	0.25%	117

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

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

Ridgewood Investments's NVS Position: Q3 2025 in Review

Ridgewood Investments sold out of Novartis (NVS) in Q3 2025, closing a stake of 1,308 shares — an estimated $158K sold.

Ridgewood Investments first reported a position in NVS in Q1 2020 and held it in 9 quarters. The position peaked at $247K in Q1 2020. 1,400 funds tracked by Wall St. Rank hold NVS as of Q3 2025.

Ridgewood Investments reported no remaining Novartis position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 1,308 Novartis shares in Q3 2025, an estimated $158K.
Ridgewood Investments first reported a position in Novartis in Q1 2020 and held it in 9 quarters.
Ridgewood Investments's Novartis position peaked at $247K in Q1 2020.
1,400 funds tracked by Wall St. Rank held Novartis as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.