Aaron Wealth Advisors’s Novartis NVS Stock Holding History

Aaron Wealth Advisors’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
2026 Q1	$3.68M	Buy	24,095 +4,376	+22%	+$671K	0.21%	60
2025 Q4	$2.72M	Buy	19,719 +4,080	+26%	+$534K	0.15%	96
2025 Q3	$2.01M	Buy	15,639 +411	+3%	+$50.2K	0.12%	106
2025 Q2	$1.84M	Buy	15,228 +654	+4%	+$73.7K	0.19%	68
2025 Q1	$1.62M	Buy	14,574 +457	+3%	+$48.7K	0.19%	74
2024 Q4	$1.37M	Buy	14,117 +986	+8%	+$105K	0.16%	81
2024 Q3	$1.51M	Buy	13,131 +2,656	+25%	+$301K	0.18%	77
2024 Q2	$1.12M	Sell	10,475 -247	-2%	-$24.8K	0.15%	89
2024 Q1	$1.04M	Buy	10,722 +4,818	+82%	+$494K	0.15%	91
2023 Q4	$596K	Buy	5,904 +1,050	+22%	+$101K	0.1%	123
2023 Q3	$494K	Buy	4,854 +408	+9%	+$41.4K	0.06%	151
2023 Q2	$449K	Buy	4,446 +933	+27%	+$93.3K	0.06%	163
2023 Q1	$323K	Buy	3,513 +257	+8%	+$22.4K	0.04%	200
2022 Q4	$295K	Buy	+3,256	New	+$274K	0.04%	195
2022 Q2	–	Sell	-148,385	Closed	-$1.69M	–	627
2022 Q1	$1.69M	Buy	+148,385	New	+$12.8M	0.02%	262
2021 Q4	–	Sell	-5,468	Closed	-$447K	–	183
2021 Q3	$447K	Buy	5,468 +408	+8%	+$36.7K	0.13%	97
2021 Q2	$461K	Buy	5,060 +974	+24%	+$86.7K	0.15%	94
2021 Q1	$349K	Buy	+4,086	New	+$367K	0.13%	110

Other funds holding NVS

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return