Choreo LLC’s Novartis NVS Stock Holding History

Choreo LLC’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	$5.9M	Buy	38,611 +5,388	+16%	+$826K	0.07%	195
2025 Q4	$4.61M	Sell	33,223 -1,348	-4%	-$177K	0.06%	213
2025 Q3	$4.43M	Buy	34,571 +5,493	+19%	+$670K	0.06%	219
2025 Q2	$3.52M	Buy	29,078 +795	+3%	+$89.6K	0.05%	247
2025 Q1	$3.15M	Sell	28,283 -2,504	-8%	-$267K	0.05%	249
2024 Q4	$3M	Sell	30,787 -652	-2%	-$69.5K	0.04%	262
2024 Q3	$3.6M	Buy	31,439 +2,619	+9%	+$297K	0.05%	234
2024 Q2	$3.07M	Buy	28,820 +21,335	+285%	+$2.14M	0.05%	236
2024 Q1	$724K	Buy	7,485 +2,378	+47%	+$244K	0.02%	341
2023 Q4	$516K	Buy	+5,107	New	+$493K	0.01%	398

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