Beverly Hills Private Wealth’s Novartis NVS Stock Holding History

Beverly Hills Private Wealth’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	$1.2M	Buy	7,871 +410	+5%	+$62.8K	0.2%	119
2025 Q4	$1.03M	Sell	7,461 -680	-8%	-$89K	0.18%	124
2025 Q3	$1.04M	Sell	8,141 -421	-5%	-$51.4K	0.18%	122
2025 Q2	$1.04M	Sell	8,562 -125	-1%	-$14.1K	0.19%	125
2025 Q1	$968K	Sell	8,687 -1,082	-11%	-$115K	0.19%	125
2024 Q4	$951K	Sell	9,769 -899	-8%	-$95.9K	0.19%	121
2024 Q3	$1.23M	Sell	10,668 -1,676	-14%	-$190K	0.25%	108
2024 Q2	$1.31M	Sell	12,344 -1,306	-10%	-$131K	0.29%	94
2024 Q1	$1.32M	Sell	13,650 -1,098	-7%	-$113K	0.3%	86
2023 Q4	$1.49M	Sell	14,748 -994	-6%	-$95.9K	0.39%	77
2023 Q3	$1.6M	Sell	15,742 -16,680	-51%	-$1.69M	0.48%	59
2023 Q2	$3.3M	Buy	32,422 +15,978	+97%	+$1.6M	0.54%	58
2023 Q1	$1.51M	Buy	16,444 +5,272	+47%	+$460K	0.47%	60
2022 Q4	$1.01M	Buy	+11,172	New	+$941K	0.44%	68

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