Glassy Mountain Advisors’s Novartis NVS Stock Holding History

Glassy Mountain 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	$7.73M	Buy	50,625 +188	+0.4%	+$28.8K	2.4%	18
2025 Q4	$6.95M	Sell	50,437 -63	-0.1%	-$8.25K	2.1%	18
2025 Q3	$6.48M	Sell	50,500 -937	-2%	-$114K	1.95%	20
2025 Q2	$6.22M	Buy	51,437 +1,071	+2%	+$121K	2%	19
2025 Q1	$5.61M	Sell	50,366 -193	-0.4%	-$20.5K	1.99%	21
2024 Q4	$4.92M	Buy	50,559 +1,776	+4%	+$189K	1.68%	23
2024 Q3	$5.61M	Buy	48,783 +1,374	+3%	+$156K	1.97%	21
2024 Q2	$5.05M	Buy	47,409 +1,717	+4%	+$172K	1.87%	21
2024 Q1	$4.42M	Buy	45,692 +2,449	+6%	+$251K	1.66%	25
2023 Q4	$4.37M	Buy	43,243 +703	+2%	+$67.9K	1.8%	23
2023 Q3	$4.32M	Sell	42,540 -792	-2%	-$80.4K	2.06%	22
2023 Q2	$4.37M	Buy	+43,332	New	+$4.33M	1.95%	19
2023 Q1	–	Sell	-39,380	Closed	-$3.57M	–	162
2022 Q4	$3.57M	Buy	+39,380	New	+$3.32M	1.97%	19
2022 Q2	$3.06M	Sell	36,180 -1	-0%	-$88	1.83%	21
2022 Q1	$3.17M	Buy	36,181 +1,163	+3%	+$101K	1.63%	23
2021 Q4	$3.06M	Buy	+35,018	New	+$2.91M	1.58%	24

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