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GW&K Investment Management’s Novartis NVS Stock Holding History

GW&K Investment Management’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 		$89K Buy
583
+88
+18% +$13.5K ﹤0.01% 472
2025
Q4 		$68K Buy
495
+25
+5% +$3.27K ﹤0.01% 505
2025
Q3 		$60K Hold
470
– – ﹤0.01% 508
2025
Q2 		$57K Sell
470
-114
-20% -$12.8K ﹤0.01% 492
2025
Q1 		$65K Buy
584
+317
+119% +$33.7K ﹤0.01% 448
2024
Q4 		$26K Hold
267
– – ﹤0.01% 568
2024
Q3 		$31K Hold
267
– – ﹤0.01% 525
2024
Q2 		$28K Hold
267
– – ﹤0.01% 510
2024
Q1 		$26K Buy
267
+60
+29% +$6.15K ﹤0.01% 499
2023
Q4 		$21K Hold
207
– – ﹤0.01% 506
2023
Q3 		$21K Hold
207
– – ﹤0.01% 480
2023
Q2 		$21K Buy
+207
New +$20.7K ﹤0.01% 471

Other funds holding NVS

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