NVS NOVARTIS AG ADR

Ownership history in GODSEY & GIBB, INC  ·  46 quarters on record

AI Ownership Summary

GODSEY & GIBB, INC reported NOVARTIS AG ADR (NVS) in 46 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.37% in 2025 Q4. The latest visible filing shows NVS at 2.37% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NVS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GODSEY & GIBB, INC's position in NOVARTIS AG ADR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

NVS was reported at 2.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.37% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How GODSEY & GIBB, INC held NVS — position size vs. price
% of Fund (quarterly)    NVS price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 191,084 -2,178 -1.1% 2.37% $26.3M 2026-02-14 (Est.) $158.28
2025 Q3 REDUCED 193,262 -3,025 -1.5% 2.19% $24.8M 2025-10-24 $126.51
2025 Q2 ADDED 196,287 +830 +0.4% 2.22% $23.8M 2025-07-23 $114.49
2025 Q1 ADDED 195,457 +3,170 +1.6% 2.14% $21.8M 2025-04-11 $104.34
2024 Q4 ADDED 192,287 +949 +0.5% 1.87% $18.7M 2025-01-14 $92.98
2024 Q3 ADDED 191,338 +420 +0.2% 2.10% $22.0M 2024-10-18 $109.64
2024 Q2 REDUCED 190,918 -6,347 -3.2% 2.10% $20.3M 2024-07-23 $100.77
2024 Q1 ADDED 197,265 +1,629 +0.8% 2.01% $19.1M 2024-04-23 $91.02
2023 Q4 ADDED 195,636 +1,553 +0.8% 2.24% $19.8M 2024-01-16 $97.09
37 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About GODSEY & GIBB, INC and NVS

These are the practical questions this page is built to answer before you even open the full history table.

How long has GODSEY & GIBB, INC reported owning NVS?

GODSEY & GIBB, INC reported NVS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported NVS position in GODSEY & GIBB, INC's portfolio?

The largest reported portfolio weight for NVS was 2.37% in 2025 Q4.

What is the latest reported NVS position on this page?

The most recent filing on this page is 2025 Q4, when GODSEY & GIBB, INC reported 191,084 shares, equal to 2.37% of portfolio, with an estimated market value of $26.3M.

What does the chart on this NVS ownership page compare?

The chart compares GODSEY & GIBB, INC's quarterly NVS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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