Financial Network Wealth Advisors’s Novartis NVS Stock Holding History

Financial Network Wealth Advisors’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	$39.7K	Buy	260 +121	+87%	+$18.5K	0.04%	301
2025 Q4	$19.2K	Buy	139 +52	+60%	+$6.81K	0.02%	392
2025 Q3	$11.2K	Buy	87 +30	+53%	+$3.66K	0.01%	440
2025 Q2	$6.9K	Buy	57 +11	+24%	+$1.24K	0.01%	483
2025 Q1	$5.13K	Buy	46 +7	+18%	+$745	0.01%	496
2024 Q4	$3.79K	Sell	39 -18	-32%	-$1.92K	0.01%	372
2024 Q3	$6.56K	Buy	57 +11	+24%	+$1.25K	0.01%	499
2024 Q2	$4.9K	Buy	+46	New	+$4.62K	﹤0.01%	584

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