Joel Greenblatt's NVS Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 2,755 shares of Novartis AG (NVS) worth $379,832, representing 0.00% of the portfolio. First purchased in 2025-Q2, this short-term holding has been held for 3 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in NVS for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 799 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 |
|---|---|---|---|---|
| Q4 2025 | +799 | Add 40.85% | 2,755 | $137.87 |
| Q3 2025 | +191 | Add 10.82% | 1,956 | $128.24 |
| Q2 2025 | +1,765 | New Buy | 1,765 | $121.01 |
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 3 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 Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 2,755 shares of Novartis AG (NVS), valued at approximately $379,832.
As of the Q4 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 2,755 shares, as reported at the end of Q4 2025.