CenterStar Asset Management’s Novartis NVS Stock Holding History

CenterStar Asset 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 Q1	–	Sell	-19,100	Closed	-$2.63M	–	554
2025 Q4	$2.63M	Buy	19,100 +15,100	+378%	+$1.98M	0.74%	27
2025 Q3	$513K	Hold	4,000	–	–	0.11%	168
2025 Q2	$484K	Buy	+4,000	New	+$451K	0.12%	123
2021 Q2	–	Hold	0	–	-$788K	–	628
2021 Q1	–	Hold	0	–	–	–	238
2020 Q4	–	Hold	0	–	–	–	118
2020 Q3	–	Hold	0	–	–	–	133
2020 Q2	–	Hold	0	–	–	–	301
2020 Q1	–	Hold	0	–	–	–	679
2019 Q1	–	Hold	0	–	-$5K	–	490
2018 Q4	–	Hold	0	–	–	–	403

Other funds holding NVS

Fisher Asset Management

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return