&Partners’s Novartis NVS Stock Holding History

&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
2026 Q1	$21.8M	Buy	142,824 +9,557	+7%	+$1.46M	0.11%	174
2025 Q4	$18.4M	Buy	133,267 +16,550	+14%	+$2.17M	0.1%	189
2025 Q3	$15.1M	Buy	116,717 +10,081	+9%	+$1.23M	0.1%	199
2025 Q2	$12.9M	Buy	106,636 +9,588	+10%	+$1.08M	0.1%	198
2025 Q1	$11M	Buy	97,048 +5,968	+7%	+$635K	0.12%	172
2024 Q4	$8.89M	Buy	91,080 +61,887	+212%	+$6.6M	0.11%	190
2024 Q3	$3.36M	Buy	29,193 +11,833	+68%	+$1.34M	0.06%	266
2024 Q2	$1.85M	Buy	17,360 +6,438	+59%	+$646K	0.08%	223
2024 Q1	$1.06M	Buy	10,922 +4,943	+83%	+$507K	0.15%	147
2023 Q4	$615K	Buy	+5,979	New	+$577K	0.15%	139

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