Atria Wealth Solutions’s Novartis NVS Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$1.23M	Sell	10,113 -14,245	-58%	-$1.61M	0.03%	570
2025 Q1	$2.75M	Sell	24,358 -3,345	-12%	-$356K	0.03%	521
2024 Q4	$2.7M	Buy	27,703 +3,582	+15%	+$382K	0.03%	541
2024 Q3	$2.77M	Sell	24,121 -1,123	-4%	-$127K	0.03%	519
2024 Q2	$2.69M	Sell	25,244 -1,108	-4%	-$111K	0.03%	531
2024 Q1	$2.59M	Buy	26,352 +678	+3%	+$69.5K	0.03%	550
2023 Q4	$2.59M	Buy	25,674 +3,635	+16%	+$351K	0.03%	521
2023 Q3	$2.24M	Sell	22,039 -3,323	-13%	-$337K	0.03%	521
2023 Q2	$2.56M	Buy	25,362 +255	+1%	+$25.5K	0.04%	488
2023 Q1	$2.31M	Sell	25,107 -1,015	-4%	-$88.6K	0.03%	498
2022 Q4	$2.37M	Buy	26,122 +2,526	+11%	+$213K	0.04%	452
2022 Q3	$1.79M	Sell	23,596 -1,764	-7%	-$146K	0.03%	524
2022 Q2	$2.14M	Buy	25,360 +8,801	+53%	+$772K	0.04%	422
2022 Q1	$1.45M	Buy	+16,559	New	+$1.43M	0.02%	584

Other funds holding NVS

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

Primecap Management

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

Dimensional Fund Advisors

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

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

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return