Foster Victor Wealth Advisors’s Novartis NVS Stock Holding History

Foster Victor 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
2025 Q1	–	Sell	-86,724	Closed	-$8.46M	–	203
2024 Q4	$8.46M	Buy	86,724 +15,212	+21%	+$1.62M	0.65%	67
2024 Q3	$8.27M	Sell	71,512 -54,965	-43%	-$6.24M	0.66%	67
2024 Q2	$14M	Buy	126,477 +1,589	+1%	+$160K	1.17%	30
2024 Q1	$11.8M	Buy	124,888 +13,864	+12%	+$1.42M	1.08%	45
2023 Q4	$11.9M	Buy	111,024 +3,520	+3%	+$340K	1.22%	33
2023 Q3	$10.4M	Sell	107,504 -1,553	-1%	-$158K	1.22%	33
2023 Q2	$10.8M	Sell	109,057 -9,846	-8%	-$985K	1.2%	33
2023 Q1	$11.1M	Buy	118,903 +5,704	+5%	+$498K	1.35%	27
2022 Q4	$10.4M	Buy	113,199 +7,386	+7%	+$622K	1.33%	27
2022 Q3	$8.05M	Buy	105,813 +9,008	+9%	+$747K	1.17%	36
2022 Q2	$8.11M	Buy	96,805 +6,968	+8%	+$611K	1.21%	31
2022 Q1	$8.14M	Buy	89,837 +16,070	+22%	+$1.39M	1.12%	35
2021 Q4	$6.62M	Buy	73,767 +11,940	+19%	+$991K	0.9%	44
2021 Q3	$5.06M	Buy	61,827 +1,367	+2%	+$123K	0.81%	44
2021 Q2	$5.52M	Buy	60,460 +8,266	+16%	+$736K	0.92%	36
2021 Q1	$4.52M	Buy	52,194 +7,358	+16%	+$660K	0.84%	38
2020 Q4	$4.23M	Buy	44,836 +5,965	+15%	+$521K	0.97%	38
2020 Q3	$3.38M	Buy	38,871 +3,380	+10%	+$293K	0.92%	37
2020 Q2	$3.1M	Buy	+35,491	New	+$3.06M	1.03%	37

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return