Coston McIsaac & Partners’s Novartis NVS Stock Holding History

Coston McIsaac & Partners’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	$28K	Sell	186 -20	-10%	-$3.07K	0.01%	412
2025 Q4	$28K	Buy	206 +36	+21%	+$4.71K	0.01%	399
2025 Q3	$21K	Hold	170	–	–	0.01%	434
2025 Q2	$20K	Hold	170	–	–	0.01%	425
2025 Q1	$18K	Buy	170 +20	+13%	+$2.13K	0.01%	407
2024 Q4	$14K	Hold	150	–	–	﹤0.01%	445
2024 Q3	$17	Hold	150	–	–	﹤0.01%	418
2024 Q2	$15K	Hold	150	–	–	﹤0.01%	419
2024 Q1	$14K	Hold	150	–	–	﹤0.01%	438
2023 Q4	$15K	Hold	150	–	–	0.01%	428
2023 Q3	$15K	Hold	150	–	–	0.01%	416
2023 Q2	$15K	Hold	150	–	–	0.01%	448
2023 Q1	$13K	Hold	150	–	–	﹤0.01%	464
2022 Q4	$13	Buy	150 +100	+200%	+$8.42K	0.01%	473
2022 Q3	$3K	Hold	50	–	–	﹤0.01%	566
2022 Q2	$4K	Buy	+50	New	+$4.39K	﹤0.01%	372

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