FTA
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Financial & Tax Architects’s Novartis NVS Stock Holding History

Financial & Tax Architects’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 		$632K Sell
4,135
-2,467
-37% -$378K 0.14% 79
2025
Q4 		$910K Sell
6,602
-353
-5% -$46.2K 0.2% 73
2025
Q3 		$892K Buy
6,955
+877
+14% +$107K 0.2% 73
2025
Q2 		$735K Buy
6,078
+48
+0.8% +$5.41K 0.18% 67
2025
Q1 		$672K Buy
6,030
+508
+9% +$54.1K 0.17% 79
2024
Q4 		$537K Buy
5,522
+683
+14% +$72.8K 0.14% 82
2024
Q3 		$557K Buy
4,839
+136
+3% +$15.4K 0.14% 77
2024
Q2 		$501K Buy
4,703
+1,161
+33% +$117K 0.13% 72
2024
Q1 		$343K Buy
3,542
+809
+30% +$82.9K 0.09% 80
2023
Q4 		$276K Sell
2,733
-104
-4% -$10K 0.08% 81
2023
Q3 		$289K Sell
2,837
-82
-3% -$8.32K 0.09% 71
2023
Q2 		$295K Sell
2,919
-353
-11% -$35.3K 0.09% 70
2023
Q1 		$301K Buy
3,272
+66
+2% +$5.76K 0.1% 68
2022
Q4 		$295K Buy
+3,206
New +$270K 0.1% 72
2022
Q3 		– Sell
-3,889
Closed -$329K – 74
2022
Q2 		$329K Buy
3,889
+7
+0.2% +$614 0.12% 66
2022
Q1 		$341K Buy
+3,882
New +$336K 0.13% 73
2021
Q2 		– Sell
-4,156
Closed -$355K – 105
2021
Q1 		$355K Buy
+4,156
New +$373K 0.2% 83

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return