Connecticut Wealth Management’s Novartis NVS Stock Holding History

Connecticut Wealth 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	-2,040	Closed	-$281K	–	337
2025 Q4	$281K	Hold	2,040	–	–	0.01%	273
2025 Q3	$262K	Hold	2,040	–	–	0.01%	288
2025 Q2	$247K	Sell	2,040 -12	-0.6%	-$1.35K	0.01%	281
2025 Q1	$229K	Sell	2,052 -100	-5%	-$10.6K	0.01%	283
2024 Q4	$209K	Buy	2,152 +36	+2%	+$3.84K	0.01%	259
2024 Q3	$243K	Sell	2,116 -142	-6%	-$16.1K	0.01%	288
2024 Q2	$240K	Sell	2,258 -189	-8%	-$19K	0.01%	292
2024 Q1	$237K	Sell	2,447 -75	-3%	-$7.69K	0.01%	299
2023 Q4	$255K	Buy	2,522 +151	+6%	+$14.6K	0.01%	282
2023 Q3	$242K	Buy	+2,371	New	+$241K	0.02%	257

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