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Wealthstream Advisors’s Novartis NVS Stock Holding History

Wealthstream Advisors’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 		$308K Buy
2,402
+427
+22% +$52.1K 0.05% 125
2025
Q2 		$239K Buy
1,975
+69
+4% +$7.78K 0.04% 146
2025
Q1 		$212K Sell
1,906
-165
-8% -$17.6K 0.04% 140
2024
Q4 		$202K Buy
2,071
+55
+3% +$5.87K 0.04% 151
2024
Q3 		$232K Buy
2,016
+18
+0.9% +$2.04K 0.04% 134
2024
Q2 		$213K Buy
+1,998
New +$201K 0.08% 126

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

Wealthstream Advisors's NVS Position: Q3 2025 in Review

Wealthstream Advisors increased its Novartis (NVS) stake by 22% in Q3 2025, buying an estimated $52.1K and bringing the position to 2,402 shares worth $308K. The position accounts for 0.05% of the portfolio, ranked #125.

Wealthstream Advisors first reported a position in NVS in Q2 2024 and has held it in 6 quarters since. 1,400 funds tracked by Wall St. Rank hold NVS as of Q3 2025.

  • Wealthstream Advisors held 2,402 shares of Novartis worth $308K as of Q3 2025.
  • Wealthstream Advisors bought 427 Novartis shares in Q3 2025, an estimated $52.1K.
  • Novartis made up 0.05% of Wealthstream Advisors's portfolio in Q3 2025, its #125 holding.
  • Wealthstream Advisors first reported a position in Novartis in Q2 2024 and has held it in 6 quarters since.
  • 1,400 funds tracked by Wall St. Rank held Novartis as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.