Capital Wealth Planning’s Novartis NVS Stock Holding History

Capital Wealth Planning’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	$19.2M	Sell	125,419 -38,126	-23%	-$5.84M	0.11%	60
2025 Q4	$22.7M	Buy	163,545 +44,640	+38%	+$5.85M	0.15%	37
2025 Q3	$15.2M	Buy	118,905 +28,520	+32%	+$3.48M	0.11%	37
2025 Q2	$10.9M	Buy	90,385 +38,925	+76%	+$4.39M	0.09%	34
2025 Q1	$5.74M	Buy	51,460 +12,870	+33%	+$1.37M	0.05%	40
2024 Q4	$3.76M	Buy	38,590 +3,120	+9%	+$333K	0.03%	53
2024 Q3	$4.08M	Buy	35,470 +11,607	+49%	+$1.32M	0.04%	46
2024 Q2	$2.54M	Buy	23,863 +3,839	+19%	+$385K	0.03%	66
2024 Q1	$1.94M	Buy	20,024 +4,088	+26%	+$419K	0.02%	67
2023 Q4	$1.61M	Buy	15,936 +5,142	+48%	+$496K	0.02%	68
2023 Q3	$1.1M	Buy	10,794 +5,301	+97%	+$538K	0.01%	57
2023 Q2	$554K	Buy	5,493 +1,896	+53%	+$190K	0.01%	87
2023 Q1	$331K	Buy	+3,597	New	+$314K	﹤0.01%	116

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