Ignite Planners’s Novartis NVS Stock Holding History

Ignite Planners’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	-5,762	Closed	-$739K	–	420
2025 Q3	$739K	Sell	5,762 -208	-3%	-$25.4K	0.12%	167
2025 Q2	$682K	Buy	5,970 +174	+3%	+$19.6K	0.12%	170
2025 Q1	$645K	Buy	5,796 +72	+1%	+$7.67K	0.13%	163
2024 Q4	$559K	Buy	5,724 +235	+4%	+$25.1K	0.12%	154
2024 Q3	$631K	Sell	5,489 -93	-2%	-$10.6K	0.14%	138
2024 Q2	$604K	Buy	5,582 +256	+5%	+$25.7K	0.15%	138
2024 Q1	$511K	Sell	5,326 -1,015	-16%	-$104K	0.14%	149
2023 Q4	$640K	Sell	6,341 -588	-8%	-$56.8K	0.19%	130
2023 Q3	$666K	Buy	+6,929	New	+$703K	0.2%	129

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