JPWM
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Jamison Private Wealth Management’s Novartis NVS Stock Holding History

Jamison Private Wealth 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 		$2.58M Hold
16,871
– – 0.32% 74
2025
Q4 		$2.33M Sell
16,871
-356
-2% -$46.6K 0.29% 76
2025
Q3 		$2.21M Sell
17,227
-341
-2% -$41.6K 0.29% 77
2025
Q2 		$2.13M Sell
17,568
-110
-0.6% -$12.4K 0.31% 73
2025
Q1 		$1.97M Sell
17,678
-720
-4% -$76.7K 0.3% 81
2024
Q4 		$1.79M Hold
18,398
– – 0.26% 85
2024
Q3 		$2.12M Hold
18,398
– – 0.32% 74
2024
Q2 		$1.96M Sell
18,398
-226
-1% -$22.7K 0.33% 72
2024
Q1 		$1.8M Sell
18,624
-58
-0.3% -$5.95K 0.3% 78
2023
Q4 		$1.89M Buy
18,682
+48
+0.3% +$4.63K 0.35% 69
2023
Q3 		$1.9M Buy
+18,634
New +$1.89M 0.39% 68

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
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
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