Advisors Preferred’s Novartis NVS Stock Holding History

Advisors Preferred’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	$404K	Buy	2,645 +2,075	+364%	+$318K	0.06%	161
2025 Q4	$79K	Buy	+570	New	+$74.6K	0.01%	190
2025 Q1	–	Sell	-1,305	Closed	-$127K	–	310
2024 Q4	$127K	Buy	+1,305	New	+$139K	0.02%	146
2024 Q1	–	Sell	-2,679	Closed	-$271K	–	253
2023 Q4	$271K	Buy	+2,679	New	+$259K	0.04%	128
2019 Q4	–	Sell	-120	Closed	-$10K	–	297
2019 Q3	$10K	Buy	+120	New	+$10.8K	﹤0.01%	206
2014 Q4	–	Sell	-1,076	Closed	-$90.7K	–	318
2014 Q3	$90.7K	Buy	+1,076	New	+$87.1K	0.06%	100
2014 Q2	–	Sell	-690	Closed	-$52.5K	–	416
2014 Q1	$52.5K	Buy	+690	New	+$50.3K	0.02%	262

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 $761B 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 $5.7T AUM 30.48% 1-Year Est. Return