CP
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Camelot Portfolios’s Novartis NVS Stock Holding History

Camelot Portfolios’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 		– Sell
-600
Closed -$82.7K – 429
2025
Q4 		$82.7K Buy
+600
New +$78.6K 0.05% 260
2024
Q3 		– Sell
-600
Closed -$63.9K – 419
2024
Q2 		$63.9K Buy
+600
New +$60.2K 0.04% 282
2019
Q1 		– Sell
-11,230
Closed -$863K – 253
2018
Q4 		$863K Buy
11,230
+137
+1% +$10.7K 0.4% 75
2018
Q3 		$856K Sell
11,093
-121
-1% -$8.95K 0.39% 70
2018
Q2 		$759K Sell
11,214
-941
-8% -$64.9K 0.32% 85
2018
Q1 		$881K Sell
12,155
-284
-2% -$21.6K 0.41% 71
2017
Q4 		$936K Buy
12,439
+17
+0.1% +$1.28K 0.44% 66
2017
Q3 		$956K Buy
12,422
+303
+3% +$22.9K 0.46% 63
2017
Q2 		$906K Sell
12,119
-630
-5% -$44.7K 0.45% 58
2017
Q1 		$848K Buy
+12,749
New +$850K 0.41% 67
2015
Q1 		– Sell
-6,917
Closed -$574K – 178
2014
Q4 		$574K Buy
6,917
+65
+0.9% +$5.39K 0.33% 88
2014
Q3 		$578K Buy
6,852
+341
+5% +$27.6K 0.34% 87
2014
Q2 		$528K Sell
6,511
-3,120
-32% -$245K 0.34% 86
2014
Q1 		$734K Sell
9,631
-12,587
-57% -$917K 0.5% 60
2013
Q4 		$1.6M Buy
22,218
+1,403
+7% +$97.5K 1.03% 22
2013
Q3 		$1.43M Buy
20,815
+729
+4% +$48.2K 1.05% 22
2013
Q2 		$1.27M Buy
+20,086
New +$1.31M 0.97% 24

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
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
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