Slocum, Gordon & Co’s Novartis NVS Stock Holding History

Slocum, Gordon & Co’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	-73	Closed	-$8.14K	–	138
2025 Q1	$8.14K	Hold	73	–	–	0.01%	114
2024 Q4	$7.1K	Hold	73	–	–	0.01%	117
2024 Q3	$8.4K	Hold	73	–	–	﹤0.01%	113
2024 Q2	$7.77K	Hold	73	–	–	0.01%	122
2024 Q1	$7.06K	Hold	73	–	–	0.01%	119
2023 Q4	$7.37K	Buy	+73	New	+$7.05K	0.01%	120

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

Slocum, Gordon & Co's NVS Position: Q2 2025 in Review

Slocum, Gordon & Co sold out of Novartis (NVS) in Q2 2025, closing a stake of 73 shares — an estimated $8.14K sold.

Slocum, Gordon & Co first reported a position in NVS in Q4 2023 and held it in 6 quarters. The position peaked at $8.4K in Q3 2024. 1,383 funds tracked by Wall St. Rank hold NVS as of Q2 2025.

Slocum, Gordon & Co reported no remaining Novartis position as of Q2 2025 after selling out during the quarter.
Slocum, Gordon & Co sold 73 Novartis shares in Q2 2025, an estimated $8.14K.
Slocum, Gordon & Co first reported a position in Novartis in Q4 2023 and held it in 6 quarters.
Slocum, Gordon & Co's Novartis position peaked at $8.4K in Q3 2024.
1,383 funds tracked by Wall St. Rank held Novartis as of Q2 2025.

Based on Slocum, Gordon & Co's 13F filing for Q2 2025, filed 19 Aug 2025.