Garde Capital’s Novartis NVS Stock Holding History

Garde Capital’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 Q3	–	Sell	-405	Closed	-$49K	–	619
2025 Q2	$49K	Hold	405	–	–	﹤0.01%	351
2025 Q1	$45.1K	Buy	+405	New	+$43.1K	﹤0.01%	349
2019 Q1	–	Sell	-8,599	Closed	-$661K	–	160
2018 Q4	$661K	Sell	8,599 -11	-0.1%	-$856	0.12%	94
2018 Q3	$673K	Buy	8,610 +234	+3%	+$17.3K	0.11%	97
2018 Q2	$567K	Buy	8,376 +224	+3%	+$15.5K	0.1%	103
2018 Q1	$591K	Buy	8,152 +117	+1%	+$8.91K	0.11%	96
2017 Q4	$605K	Hold	8,035	–	–	0.11%	95
2017 Q3	$618K	Buy	+8,035	New	+$607K	0.12%	93
2016 Q4	–	Sell	-8,690	Closed	-$716K	–	148
2016 Q3	$716K	Buy	+8,690	New	+$633K	0.23%	75
2015 Q4	–	Sell	-8,690	Closed	-$716K	–	137
2015 Q3	$716K	Sell	8,690 -1,786	-17%	-$159K	0.23%	75
2015 Q2	$923K	Sell	10,476 -2,120	-17%	-$194K	0.28%	70
2015 Q1	$1.11M	Buy	12,596 +599	+5%	+$53.1K	0.34%	59
2014 Q4	$996K	Buy	+11,997	New	+$994K	0.31%	68

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

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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return