Harding Loevner’s Novartis NVS Stock Holding History

Harding Loevner’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	$89.2M	Sell	584,255 -19,132	-3%	-$2.93M	0.92%	35
2025 Q4	$83.2M	Sell	603,387 -26,571	-4%	-$3.48M	0.73%	44
2025 Q3	$80.8M	Buy	629,958 +316,431	+101%	+$38.6M	0.59%	48
2025 Q2	$37.9M	Buy	+313,527	New	+$35.3M	0.26%	58
2019 Q1	–	Sell	-1,953	Closed	-$150K	–	139
2018 Q4	$150K	Hold	1,953	–	–	﹤0.01%	78
2018 Q3	$151K	Hold	1,953	–	–	﹤0.01%	76
2018 Q2	$132K	Hold	1,953	–	–	﹤0.01%	76
2018 Q1	$141K	Hold	1,953	–	–	﹤0.01%	80
2017 Q4	$147K	Hold	1,953	–	–	﹤0.01%	78
2017 Q3	$150K	Hold	1,953	–	–	﹤0.01%	78
2017 Q2	$146K	Buy	+1,953	New	+$138K	﹤0.01%	73
2016 Q4	–	Sell	-1,094	Closed	-$77K	–	86
2016 Q3	$77K	Buy	1,094 +101	+10%	+$7.36K	﹤0.01%	80
2016 Q2	$73K	Buy	993 +189	+24%	+$13.1K	﹤0.01%	74
2016 Q1	$52K	Hold	804	–	–	﹤0.01%	78
2015 Q4	$62K	Buy	+804	New	+$63.9K	﹤0.01%	88
2013 Q3	–	Sell	-1	Closed	–	–	88
2013 Q2	$0	Buy	+1	New	+$65	﹤0.01%	86

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 $871B 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 $5.72T AUM 30.48% 1-Year Est. Return