Dimensional Fund Advisors’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1B | Buy |
9,060,895
+454,171
| +5% | +$55M | 0.25% | 45 |
|
|
2025
Q1 | $960M | Buy |
8,606,724
+422,869
| +5% | +$47.1M | 0.24% | 51 |
|
|
2024
Q4 | $796M | Buy |
8,183,855
+90,823
| +1% | +$8.84M | 0.19% | 59 |
|
|
2024
Q3 | $931M | Buy |
8,093,032
+685,340
| +9% | +$78.8M | 0.23% | 49 |
|
|
2024
Q2 | $789M | Buy |
7,407,692
+1,389,610
| +23% | +$148M | 0.21% | 57 |
|
|
2024
Q1 | $582M | Sell |
6,018,082
-60,093
| -1% | -$5.81M | 0.16% | 89 |
|
|
2023
Q4 | $614M | Sell |
6,078,175
-195,711
| -3% | -$19.8M | 0.18% | 73 |
|
|
2023
Q3 | $639M | Buy |
6,273,886
+16,543
| +0.3% | +$1.69M | 0.21% | 59 |
|
|
2023
Q2 | $631M | Buy |
6,257,343
+83,672
| +1% | +$8.44M | 0.2% | 63 |
|
|
2023
Q1 | $568M | Buy |
6,173,671
+180,186
| +3% | +$16.6M | 0.19% | 67 |
|
|
2022
Q4 | $544K | Sell |
5,993,485
-509,706
| -8% | -$46.2K | 0.16% | 78 |
|
|
2022
Q3 | $494M | Buy |
6,503,191
+465,677
| +8% | +$35.4M | 0.19% | 67 |
|
|
2022
Q2 | $510M | Buy |
6,037,514
+1,680,152
| +39% | +$142M | 0.18% | 79 |
|
|
2022
Q1 | $382M | Buy |
4,357,362
+487,226
| +13% | +$42.8M | 0.12% | 142 |
|
|
2021
Q4 | $339M | Buy |
3,870,136
+1,003,235
| +35% | +$87.8M | 0.1% | 169 |
|
|
2021
Q3 | $234M | Buy |
2,866,901
+40,495
| +1% | +$3.31M | 0.08% | 267 |
|
|
2021
Q2 | $258M | Buy |
2,826,406
+46,445
| +2% | +$4.24M | 0.08% | 237 |
|
|
2021
Q1 | $238M | Sell |
2,779,961
-16,350
| -0.6% | -$1.4M | 0.08% | 264 |
|
|
2020
Q4 | $264M | Buy |
2,796,311
+64,713
| +2% | +$6.11M | 0.1% | 168 |
|
|
2020
Q3 | $238M | Buy |
2,731,598
+340,874
| +14% | +$29.6M | 0.1% | 152 |
|
|
2020
Q2 | $209M | Buy |
2,390,724
+87,638
| +4% | +$7.65M | 0.09% | 170 |
|
|
2020
Q1 | $190M | Buy |
2,303,086
+121,933
| +6% | +$10.1M | 0.1% | 148 |
|
|
2019
Q4 | $207M | Buy |
2,181,153
+5,494
| +0.3% | +$520K | 0.08% | 242 |
|
|
2019
Q3 | $189M | Buy |
2,175,659
+8,437
| +0.4% | +$733K | 0.07% | 245 |
|
|
2019
Q2 | $198M | Sell |
2,167,222
-112,128
| -5% | -$10.2M | 0.08% | 227 |
|
|
2019
Q1 | $219M | Sell |
2,279,350
-10,077
| -0.4% | -$969K | 0.09% | 181 |
|
|
2018
Q4 | $196M | Buy |
2,289,427
+15,883
| +0.7% | +$1.36M | 0.09% | 180 |
|
|
2018
Q3 | $196M | Sell |
2,273,544
-29,002
| -1% | -$2.5M | 0.07% | 243 |
|
|
2018
Q2 | $174M | Buy |
2,302,546
+210,398
| +10% | +$15.9M | 0.07% | 281 |
|
|
2018
Q1 | $169M | Buy |
2,092,148
+218,001
| +12% | +$17.6M | 0.07% | 286 |
|
|
2017
Q4 | $157M | Buy |
1,874,147
+165,980
| +10% | +$13.9M | 0.07% | 327 |
|
|
2017
Q3 | $147M | Sell |
1,708,167
-132,022
| -7% | -$11.3M | 0.06% | 349 |
|
|
2017
Q2 | $154M | Buy |
1,840,189
+257,123
| +16% | +$21.5M | 0.07% | 279 |
|
|
2017
Q1 | $118M | Buy |
1,583,066
+375,426
| +31% | +$27.9M | 0.06% | 439 |
|
|
2016
Q4 | $88M | Sell |
1,207,640
-10,685
| -0.9% | -$778K | 0.04% | 583 |
|
|
2016
Q3 | $96.2M | Buy |
1,218,325
+5,220
| +0.4% | +$412K | 0.05% | 468 |
|
|
2016
Q2 | $100M | Buy |
1,213,105
+6,130
| +0.5% | +$506K | 0.06% | 400 |
|
|
2016
Q1 | $87.4M | Buy |
1,206,975
+29,203
| +2% | +$2.12M | 0.05% | 447 |
|
|
2015
Q4 | $101M | Buy |
1,177,772
+25,162
| +2% | +$2.16M | 0.06% | 352 |
|
|
2015
Q3 | $106M | Sell |
1,152,610
-2,314
| -0.2% | -$213K | 0.07% | 311 |
|
|
2015
Q2 | $114M | Sell |
1,154,924
-532,875
| -32% | -$52.4M | 0.07% | 311 |
|
|
2015
Q1 | $166M | Sell |
1,687,799
-361,727
| -18% | -$35.7M | 0.11% | 164 |
|
|
2014
Q4 | $190M | Sell |
2,049,526
-1,347
| -0.1% | -$125K | 0.12% | 121 |
|
|
2014
Q3 | $193M | Sell |
2,050,873
-8,269
| -0.4% | -$778K | 0.14% | 110 |
|
|
2014
Q2 | $186M | Sell |
2,059,142
-18,500
| -0.9% | -$1.67M | 0.13% | 117 |
|
|
2014
Q1 | $177M | Sell |
2,077,642
-97,854
| -4% | -$8.32M | 0.13% | 118 |
|
|
2013
Q4 | $175M | Buy |
2,175,496
+163,701
| +8% | +$13.2M | 0.14% | 110 |
|
|
2013
Q3 | $154M | Buy |
2,011,795
+1,700
| +0.1% | +$130K | 0.13% | 112 |
|
|
2013
Q2 | $142M | Buy |
+2,010,095
| New | +$142M | 0.13% | 120 |
|