NVS — NOVARTIS AG SPONSORED ADR

Ownership history in Global Wealth Strategies & Associates  ·  2 quarters on record

This page tracks every 13F SEC filing in which Global Wealth Strategies & Associates reported a position in NOVARTIS AG SPONSORED ADR (NVS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 20 +6 +42.9% 0.00% $3K $124.45
2025 Q1 INITIATED 14 — — 0.00% $2K $108.19
% of Fund (quarterly)    NVS price (monthly, adj. close)

Other funds also holding NVS

As of 2025 Q4 — sorted by position size

Foresight Global Investors, Inc. 11.63% Martin Investment Management, LLC 3Y 7Y 8.16% Promethos Capital, LLC 7.78% WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 3Y 7Y 3.95% First Fiduciary Investment Counsel, Inc. 3Y 7Y 3.62% SCHARF INVESTMENTS, LLC 3Y 7Y 3.57% MANAGED ASSET PORTFOLIOS, LLC 3Y 7Y 3.31% Cullen Capital Management, LLC 3Y 7Y 3.13% Eldred Rock Partners, LLC 2.92% Solutions 4 Wealth, Ltd 2.75%
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