Cornerstone Wealth Group’s Novartis NVS Stock Holding History

Cornerstone Wealth Group’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	$4.61M	Sell	31,186 -2,067	-6%	-$317K	0.3%	94
2025 Q4	$4.58M	Buy	33,253 +457	+1%	+$59.8K	0.31%	92
2025 Q3	$4.21M	Buy	32,796 +185	+0.6%	+$22.6K	0.28%	92
2025 Q2	$3.95M	Buy	32,611 +1,173	+4%	+$132K	0.3%	93
2025 Q1	$3.5M	Buy	31,438 +1,767	+6%	+$188K	0.29%	96
2024 Q4	$2.89M	Buy	29,671 +1,549	+6%	+$165K	0.24%	98
2024 Q3	$3.23M	Buy	28,122 +204	+0.7%	+$23.1K	0.27%	93
2024 Q2	$2.97M	Buy	27,918 +475	+2%	+$47.7K	0.26%	90
2024 Q1	$2.65M	Sell	27,443 -608	-2%	-$62.3K	0.25%	94
2023 Q4	$2.83M	Sell	28,051 -19,241	-41%	-$1.86M	0.41%	73
2023 Q3	$4.82M	Sell	47,292 -3,088	-6%	-$313K	0.85%	31
2023 Q2	$5.08M	Sell	50,380 -1,130	-2%	-$113K	0.92%	34
2023 Q1	$4.74M	Buy	51,510 +348	+0.7%	+$30.4K	0.84%	38
2022 Q4	$4.64M	Buy	51,162 +826	+2%	+$69.6K	0.88%	35
2022 Q3	$3.83M	Buy	+50,336	New	+$4.17M	0.84%	42

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