Merit Financial Group’s Novartis NVS Stock Holding History

Merit Financial Group’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	$5.15M	Buy	33,708 +1,209	+4%	+$185K	0.04%	385
2025 Q4	$4.48M	Buy	32,499 +1,354	+4%	+$177K	0.04%	383
2025 Q3	$3.99M	Buy	31,145 +625	+2%	+$76.3K	0.04%	362
2025 Q2	$3.69M	Buy	30,520 +10,542	+53%	+$1.19M	0.04%	348
2025 Q1	$2.23M	Buy	19,978 +9,187	+85%	+$978K	0.03%	391
2024 Q4	$1.05M	Buy	10,791 +1,010	+10%	+$108K	0.02%	494
2024 Q3	$1.13M	Sell	9,781 -827	-8%	-$93.8K	0.03%	395
2024 Q2	$1.13M	Buy	10,608 +93	+0.9%	+$9.34K	0.02%	378
2024 Q1	$1.02M	Buy	10,515 +8,509	+424%	+$872K	0.02%	400
2023 Q4	$203K	Buy	+2,006	New	+$194K	0.01%	726

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