OP
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ORG Partners’s Novartis NVS Stock Holding History

ORG Partners’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 		$64.9K Buy
471
+261
+124% +$34.2K 0.01% 529
2025
Q3 		$26.9K Hold
210
– – ﹤0.01% 713
2025
Q2 		$25.9K Hold
210
– – 0.01% 698
2025
Q1 		$23K Sell
210
-34
-14% -$3.62K 0.01% 654
2024
Q4 		$23.7K Sell
244
-753
-76% -$80.3K ﹤0.01% 700
2024
Q3 		$115K Buy
997
+150
+18% +$17K 0.02% 364
2024
Q2 		$90.2K Hold
847
– – 0.01% 626
2024
Q1 		$81.2K Buy
+847
New +$86.8K 0.15% 87
2023
Q4 		– Sell
-110
Closed -$11.2K – 1277
2023
Q3 		$11.2K Sell
110
-139
-56% -$14.1K ﹤0.01% 808
2023
Q2 		$24.6K Buy
+249
New +$24.9K ﹤0.01% 832

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Bank of America
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Franklin Resources
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GQG Partners
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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return