Joel Greenblatt's NVS Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 1,956 shares of Novartis AG (NVS) worth $250,837, representing 0.00% of the portfolio. First purchased in 2025-Q2, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Joel Greenblatt has initiated a new position in NVS, representing a fresh investment thesis on this company. Largest addition occurred in Q3 2025, adding 191 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Novartis (NVS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Novartis (NVS) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2025 | +1,765 | New Buy | 1,765 | $121.01 |
| Q3 2025 | +191 | Add 10.82% | 1,956 | $128.24 |
Joel Greenblatt's Novartis Investment FAQs
Joel Greenblatt first purchased Novartis AG (NVS) in Q2 2025, acquiring 1,765 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Novartis AG (NVS) for 2 quarters since Q2 2025.
Joel Greenblatt's largest addition to Novartis AG (NVS) was in Q2 2025, adding 1,765 shares worth $213,583.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 1,956 shares of Novartis AG (NVS), valued at approximately $250,837.
As of the Q3 2025 filing, Novartis AG (NVS) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Novartis AG (NVS) was 1,956 shares, as reported at the end of Q3 2025.