Jump Financial’s Novartis NVS Stock Holding History

Jump Financial’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	–	Sell	-2,000	Closed	-$276K	–	2250
2025 Q4	$276K	Buy	+2,000	New	+$262K	﹤0.01%	1600
2025 Q2	–	Sell	-8,591	Closed	-$958K	–	2040
2025 Q1	$958K	Buy	8,591 +6,456	+302%	+$687K	0.01%	841
2024 Q4	$208K	Buy	+2,135	New	+$228K	﹤0.01%	1471
2023 Q4	–	Sell	-2,491	Closed	-$254K	–	2094
2023 Q3	$254K	Sell	2,491 -1,193	-32%	-$121K	0.01%	1390
2023 Q2	$372K	Buy	+3,684	New	+$368K	0.01%	1180
2023 Q1	–	Sell	-2,476	Closed	-$225K	–	1918
2022 Q4	$225K	Buy	+2,476	New	+$209K	0.01%	1226
2021 Q1	–	Sell	-6,360	Closed	-$601K	–	1181
2020 Q4	$601K	Sell	6,360 -313	-5%	-$27.4K	0.1%	315
2020 Q3	$581K	Buy	+6,673	New	+$578K	0.12%	274

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