New Millennium Group’s Novartis NVS Stock Holding History

New Millennium 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
2025 Q4	$36.8K	Hold	267	–	–	0.02%	135
2025 Q3	$34.2K	Hold	267	–	–	0.02%	147
2025 Q2	$32.3K	Hold	267	–	–	0.02%	122
2025 Q1	$29.8K	Hold	267	–	–	0.02%	126
2024 Q4	$26K	Hold	267	–	–	0.02%	140
2024 Q3	$30.7K	Hold	267	–	–	0.02%	115
2024 Q2	$28.4K	Buy	+267	New	+$26.8K	0.02%	122
2024 Q1	–	Sell	-267	Closed	-$27K	–	290
2023 Q4	$27K	Hold	267	–	–	0.02%	131
2023 Q3	$27.2K	Sell	267 -186	-41%	-$18.9K	0.02%	110
2023 Q2	$45.7K	Sell	453 -253	-36%	-$25.3K	0.04%	94
2023 Q1	$64.9K	Buy	706 +12	+2%	+$1.05K	0.07%	81
2022 Q4	$62.9K	Sell	694 -2	-0.3%	-$168	0.07%	81
2022 Q3	$53K	Sell	696 -1	-0.1%	-$83	0.06%	89
2022 Q2	$58K	Buy	+697	New	+$61.1K	0.06%	87

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return