Beaird Harris Wealth Management’s Novartis NVS Stock Holding History

Beaird Harris Wealth Management’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 Q2	$12.2K	Hold	78	–	–	﹤0.01%	375
2026 Q1	$11.9K	Hold	78	–	–	﹤0.01%	352
2025 Q4	$10.8K	Hold	78	–	–	﹤0.01%	388
2025 Q3	$10K	Buy	78 +12	+18%	+$1.46K	﹤0.01%	387
2025 Q2	$7.98K	Buy	66 +25	+61%	+$2.82K	﹤0.01%	391
2025 Q1	$4.57K	Sell	41 -107	-72%	-$11.4K	﹤0.01%	391
2024 Q4	$14.4K	Sell	148 -556	-79%	-$59.3K	﹤0.01%	330
2024 Q3	$81K	Buy	704 +519	+281%	+$58.9K	0.01%	196
2024 Q2	$19.7K	Hold	185	–	–	﹤0.01%	301
2024 Q1	$17.9K	Sell	185 -115	-38%	-$11.8K	﹤0.01%	290
2023 Q4	$30.3K	Buy	300 +23	+8%	+$2.22K	﹤0.01%	224
2023 Q3	$28.2K	Sell	277 -30	-10%	-$3.04K	﹤0.01%	206
2023 Q2	$31K	Hold	307	–	–	﹤0.01%	198
2023 Q1	$28.2K	Hold	307	–	–	0.01%	204
2022 Q4	$27.9K	Hold	307	–	–	0.01%	222
2022 Q3	$23K	Buy	307 +37	+14%	+$3.07K	0.01%	225
2022 Q2	$23K	Buy	270 +223	+474%	+$19.6K	0.01%	195
2022 Q1	$4K	Hold	47	–	–	﹤0.01%	455
2021 Q4	$4K	Buy	+47	New	+$3.9K	﹤0.01%	498

Other funds holding NVS

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return