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Ashton Thomas Securities’s Novartis NVS Stock Holding History

Ashton Thomas Securities’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 		$3.51M Buy
+22,962
New +$3.52M 0.44% 52
2025
Q4 		– Sell
-34,439
Closed -$4.42M – 393
2025
Q3 		$4.42M Buy
+34,439
New +$4.2M 0.62% 40
2024
Q4 		– Sell
-29,001
Closed -$3.34M – 921
2024
Q3 		$3.34M Buy
29,001
+2,297
+9% +$261K 0.65% 35
2024
Q2 		$2.89M Buy
+26,704
New +$2.68M 0.7% 34

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Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
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Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return