Hartford Funds Management’s Novartis NVS Stock Holding History

Hartford Funds 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
2025 Q4	–	Sell	-4,493	Closed	-$576K	–	101
2025 Q3	$576K	Sell	4,493 -3,174	-41%	-$387K	0.05%	81
2025 Q2	$928K	Buy	7,667 +267	+4%	+$30.1K	0.08%	52
2025 Q1	$825K	Buy	7,400 +155	+2%	+$16.5K	0.07%	64
2024 Q4	$705K	Buy	7,245 +633	+10%	+$67.5K	0.06%	64
2024 Q3	$760K	Buy	6,612 +126	+2%	+$14.3K	0.07%	55
2024 Q2	$691K	Buy	6,486 +769	+13%	+$77.2K	0.06%	58
2024 Q1	$553K	Buy	5,717 +672	+13%	+$68.9K	0.05%	62
2023 Q4	$509K	Buy	5,045 +1,428	+39%	+$138K	0.05%	54
2023 Q3	$368K	Buy	3,617 +303	+9%	+$30.8K	0.04%	51
2023 Q2	$334K	Buy	3,314 +384	+13%	+$38.4K	0.03%	61
2023 Q1	$270K	Buy	2,930 +568	+24%	+$49.6K	0.03%	71
2022 Q4	$214K	Buy	+2,362	New	+$199K	0.02%	74

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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