Bell Investment Advisors’s Novartis NVS Stock Holding History

Bell Investment 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	$40.2K	Buy	263 +50	+23%	+$7.66K	0.01%	289
2025 Q4	$29.4K	Buy	213 +113	+113%	+$14.8K	﹤0.01%	346
2025 Q3	$12.8K	Sell	100 -89	-47%	-$10.9K	﹤0.01%	551
2025 Q2	$22.9K	Buy	189 +16	+9%	+$1.8K	﹤0.01%	390
2025 Q1	$19.3K	Sell	173 -19	-10%	-$2.02K	﹤0.01%	400
2024 Q4	$18.7K	Buy	192 +20	+12%	+$2.13K	﹤0.01%	406
2024 Q3	$19.8K	Hold	172	–	–	﹤0.01%	406
2024 Q2	$18.3K	Buy	172 +41	+31%	+$4.12K	﹤0.01%	414
2024 Q1	$12.7K	Hold	131	–	–	﹤0.01%	505
2023 Q4	$13.2K	Sell	131 -3	-2%	-$290	﹤0.01%	464
2023 Q3	$13.7K	Buy	134 +23	+21%	+$2.33K	﹤0.01%	399
2023 Q2	$11.2K	Buy	111 +10	+10%	+$1K	﹤0.01%	472
2023 Q1	$9.29K	Buy	101 +63	+166%	+$5.5K	﹤0.01%	511
2022 Q4	$3.45K	Sell	38 -25	-40%	-$2.11K	﹤0.01%	999
2022 Q3	$5K	Buy	63 +7	+13%	+$580	﹤0.01%	698
2022 Q2	$5K	Buy	+56	New	+$4.91K	﹤0.01%	721
2021 Q4	$3K	Sell	37 -4	-10%	-$332	﹤0.01%	1015
2021 Q3	$3K	Buy	+41	New	+$3.69K	﹤0.01%	952

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