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EWA LLC’s Novartis NVS Stock Holding History

EWA 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
Q2 		$437K Buy
2,790
+4
+0.1% +$600 0.08% 154
2026
Q1 		$426K Buy
2,786
+80
+3% +$12.3K 0.1% 122
2025
Q4 		$373K Buy
2,706
+152
+6% +$19.9K 0.09% 121
2025
Q3 		$328K Buy
2,554
+183
+8% +$22.3K 0.09% 116
2025
Q2 		$287K Buy
2,371
+161
+7% +$18.1K 0.09% 127
2025
Q1 		$246K Sell
2,210
-88
-4% -$9.37K 0.09% 119
2024
Q4 		$224K Buy
2,298
+40
+2% +$4.27K 0.08% 129
2024
Q3 		$233K Buy
2,258
+257
+13% +$29.2K 0.08% 126
2024
Q2 		$215K Buy
2,001
+5
+0.3% +$502 0.09% 118
2024
Q1 		$204K Buy
+1,996
New +$205K 0.09% 114

Other funds holding NVS

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return