Oliver Lagore Vanvalin Investment Group’s Novartis NVS Stock Holding History

Oliver Lagore Vanvalin Investment 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 Q2	$22.3K	Buy	+200	New	+$22.5K	0.01%	329
2024 Q4	$19.5K	Hold	200	–	–	0.01%	367
2024 Q3	$23K	Hold	200	–	–	0.01%	332
2024 Q2	$21.3K	Hold	200	–	–	0.01%	329
2024 Q1	$19.3K	Sell	200 -33	-14%	-$3.38K	0.01%	345
2023 Q4	$23.5K	Sell	233 -45	-16%	-$4.34K	0.01%	296
2023 Q3	$28.3K	Buy	278 +98	+54%	+$9.95K	0.01%	306
2023 Q2	$18.2K	Hold	180	–	–	0.01%	384
2023 Q1	$16.6K	Hold	180	–	–	0.01%	310
2022 Q4	$16.3K	Hold	180	–	–	0.01%	302
2022 Q3	$14K	Hold	180	–	–	0.01%	291
2022 Q2	$15K	Hold	180	–	–	0.01%	293
2022 Q1	$16K	Buy	+180	New	+$15.6K	0.01%	282

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's NVS Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Novartis (NVS) in Q2 2025: 200 shares worth $22.3K. The stake represents 0.01% of the portfolio and ranks #329 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in NVS as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in NVS in Q1 2022 and has held it in 13 quarters since. The position peaked at $28.3K in Q3 2023. 1,384 funds tracked by Wall St. Rank hold NVS as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 200 shares of Novartis worth $22.3K as of Q2 2025.
Novartis was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Novartis made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #329 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Novartis in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's Novartis position peaked at $28.3K in Q3 2023.
1,384 funds tracked by Wall St. Rank held Novartis as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.