Park Place Capital’s Novartis NVS Stock Holding History

Park Place Capital’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	$28.6K	Hold	187	–	–	0.01%	439
2025 Q4	$25.8K	Buy	187 +35	+23%	+$4.58K	0.01%	424
2025 Q3	$19.5K	Hold	152	–	–	﹤0.01%	459
2025 Q2	$18.7K	Hold	152	–	–	﹤0.01%	486
2025 Q1	$16.9K	Hold	152	–	–	﹤0.01%	491
2024 Q4	$14.8K	Hold	152	–	–	﹤0.01%	523
2024 Q3	$17.5K	Sell	152 -642	-81%	-$72.8K	0.01%	532
2024 Q2	$84.5K	Sell	794 -879	-53%	-$88.2K	0.03%	297
2024 Q1	$162K	Sell	1,673 -785	-32%	-$80.5K	0.06%	256
2023 Q4	$248K	Sell	2,458 -1,112	-31%	-$107K	0.1%	197
2023 Q3	$364K	Buy	3,570 +13	+0.4%	+$1.32K	0.11%	170
2023 Q2	$359K	Sell	3,557 -498	-12%	-$49.8K	0.1%	178
2023 Q1	$373K	Buy	4,055 +106	+3%	+$9.26K	0.1%	175
2022 Q4	$358K	Buy	+3,949	New	+$333K	0.1%	175

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