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Anchor Capital Advisors’s Novartis NVS Stock Holding History

Anchor Capital 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 		$262K Hold
1,718
– – 0.01% 230
2025
Q4 		$237K Hold
1,718
– – 0.01% 241
2025
Q3 		$220K Hold
1,718
– – 0.01% 239
2025
Q2 		$208K Buy
+1,718
New +$194K 0.01% 237
2016
Q1 		– Sell
-2,701
Closed -$208K – 290
2015
Q4 		$208K Buy
+2,701
New +$215K 0.01% 282
2015
Q3 		– Sell
-2,344
Closed -$207K – 287
2015
Q2 		$207K Hold
2,344
– – ﹤0.01% 281
2015
Q1 		$207K Buy
+2,344
New +$208K ﹤0.01% 287

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Dodge & Cox
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Goldman Sachs
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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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return