Wellington Capital Management’s Novartis NVS Stock Holding History

Wellington Capital 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 Q2	$1.71M	Buy	+14,141	New	+$1.59M	2.56%	7

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

Wellington Capital Management's NVS Position: Q2 2025 in Review

Wellington Capital Management opened a new position in Novartis (NVS) in Q2 2025: 14,141 shares worth $1.71M. The stake represents 2.56% of the portfolio and ranks #7 among its holdings.

1,383 funds tracked by Wall St. Rank hold NVS as of Q2 2025.

Wellington Capital Management held 14,141 shares of Novartis worth $1.71M as of Q2 2025.
Novartis was a new Wellington Capital Management position in Q2 2025.
Novartis made up 2.56% of Wellington Capital Management's portfolio in Q2 2025, its #7 holding.
1,383 funds tracked by Wall St. Rank held Novartis as of Q2 2025.

Based on Wellington Capital Management's 13F filing for Q2 2025, filed 18 Aug 2025.