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Platform Technology Partners’s Novartis NVS Stock Holding History

Platform Technology 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 		$456K Hold
2,984
– – 0.09% 174
2025
Q4 		$411K Buy
2,984
+111
+4% +$14.5K 0.09% 170
2025
Q3 		$368K Sell
2,873
-491
-15% -$59.9K 0.09% 174
2025
Q2 		$407K Buy
3,364
+836
+33% +$94.2K 0.11% 165
2025
Q1 		$282K Sell
2,528
-100
-4% -$10.6K 0.08% 189
2024
Q4 		$256K Sell
2,628
-1
-0% -$107 0.08% 187
2024
Q3 		$302K Sell
2,629
-54
-2% -$6.13K 0.1% 178
2024
Q2 		$286K Buy
+2,683
New +$269K 0.1% 169
2023
Q4 		$270K Sell
2,683
-260
-9% -$25.1K 0.1% 171
2023
Q3 		$300K Hold
2,943
– – 0.14% 144
2023
Q2 		$286K Hold
2,943
– – 0.13% 152
2023
Q1 		$271K Hold
2,943
– – 0.13% 153
2022
Q4 		$267K Sell
2,943
-77
-3% -$6.49K 0.14% 147
2022
Q3 		$230K Hold
3,020
– – 0.13% 157
2022
Q2 		$255K Sell
3,020
-47
-2% -$4.12K 0.14% 151
2022
Q1 		$269K Buy
3,067
+1
+0% +$87 0.13% 153
2021
Q4 		$268K Buy
3,066
+8
+0.3% +$664 0.12% 166
2021
Q3 		$250K Buy
3,058
+13
+0.4% +$1.17K 0.11% 185
2021
Q2 		$278K Buy
+3,045
New +$271K 0.11% 188
2020
Q4 		$288K Buy
3,045
+2
+0.1% +$175 0.14% 157
2020
Q3 		$265K Buy
+3,043
New +$264K 0.16% 141

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Primecap Management
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Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return