GHP Investment Advisors’s Novartis NVS Stock Holding History

GHP Investment 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	$205K	Buy	1,343 +35	+3%	+$5.37K	0.01%	389
2025 Q4	$180K	Buy	1,308 +59	+5%	+$7.73K	0.01%	400
2025 Q3	$160K	Hold	1,249	–	–	0.01%	402
2025 Q2	$151K	Hold	1,249	–	–	0.01%	399
2025 Q1	$139K	Sell	1,249 -252	-17%	-$26.8K	0.01%	402
2024 Q4	$146K	Sell	1,501 -149	-9%	-$15.9K	0.01%	400
2024 Q3	$190K	Buy	1,650 +149	+10%	+$16.9K	0.01%	387
2024 Q2	$160K	Hold	1,501	–	–	0.01%	393
2024 Q1	$145K	Hold	1,501	–	–	0.01%	405
2023 Q4	$152K	Hold	1,501	–	–	0.01%	395
2023 Q3	$146K	Hold	1,501	–	–	0.01%	390
2023 Q2	$155K	Hold	1,501	–	–	0.01%	387
2023 Q1	$138K	Hold	1,501	–	–	0.01%	402
2022 Q4	$136K	Hold	1,501	–	–	0.01%	400
2022 Q3	$114K	Hold	1,501	–	–	0.01%	406
2022 Q2	$127K	Hold	1,501	–	–	0.01%	393
2022 Q1	$132K	Buy	+1,501	New	+$130K	0.01%	398

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