Interchange Capital Partners’s Novartis NVS Stock Holding History

Interchange Capital Partners’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	$234K	Sell	1,995 -1,955	-49%	-$300K	0.07%	241
2025 Q4	$545K	Sell	3,950 -104	-3%	-$13.6K	0.1%	181
2025 Q3	$520K	Buy	4,054 +533	+15%	+$65K	0.1%	174
2025 Q2	$426K	Buy	3,521 +1,542	+78%	+$174K	0.1%	170
2025 Q1	$221K	Sell	1,979 -95	-5%	-$10.1K	0.06%	248
2024 Q4	$202K	Sell	2,074 -93	-4%	-$9.92K	0.07%	240
2024 Q3	$249K	Sell	2,167 -2	-0.1%	-$227	0.09%	223
2024 Q2	$231K	Buy	+2,169	New	+$218K	0.08%	234
2023 Q2	–	Sell	-2,268	Closed	-$209K	–	201
2023 Q1	$209K	Buy	+2,268	New	+$198K	0.11%	196
2021 Q1	–	Sell	-1,342	Closed	-$126K	–	815
2020 Q4	$126K	Buy	+1,342	New	+$117K	0.07%	271

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