Naviter Wealth’s Novartis NVS Stock Holding History

Naviter Wealth’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	$5.93M	Buy	38,815 +1,157	+3%	+$177K	0.74%	26
2025 Q4	$5.19M	Sell	37,658 -5,873	-13%	-$769K	0.68%	28
2025 Q3	$5.58M	Buy	43,531 +1,448	+3%	+$177K	0.65%	28
2025 Q2	$5.09M	Buy	42,083 +2,090	+5%	+$236K	0.63%	31
2025 Q1	$4.66M	Sell	39,993 -532	-1%	-$56.6K	0.56%	39
2024 Q4	$3.94M	Sell	40,525 -9,837	-20%	-$1.05M	0.48%	49
2024 Q3	$5.79M	Buy	50,362 +531	+1%	+$60.3K	0.81%	25
2024 Q2	$5.31M	Buy	49,831 +2,473	+5%	+$248K	0.79%	26
2024 Q1	$4.75M	Buy	47,358 +6,139	+15%	+$629K	0.78%	27
2023 Q4	$4.16M	Buy	41,219 +8,116	+25%	+$783K	0.84%	28
2023 Q3	$3.37M	Buy	33,103 +2,469	+8%	+$251K	0.81%	26
2023 Q2	$3.09M	Buy	30,634 +4,001	+15%	+$400K	0.79%	25
2023 Q1	$2.45M	Buy	26,633 +391	+1%	+$34.1K	0.86%	20
2022 Q4	$2.41M	Buy	26,242 +2,426	+10%	+$204K	0.66%	27
2022 Q3	$1.81M	Buy	23,816 +1,900	+9%	+$157K	0.74%	22
2022 Q2	$1.85M	Buy	+21,916	New	+$1.92M	0.76%	22

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