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Proffitt & Goodson’s Novartis NVS Stock Holding History

Proffitt & Goodson’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 		– Sell
-14
Closed -$1.8K – 393
2025
Q3 		$1.8K Buy
+14
New +$1.71K ﹤0.01% 363
2024
Q4 		– Sell
-7
Closed -$806 – 292
2024
Q3 		$806 Buy
+7
New +$794 ﹤0.01% 294
2021
Q4 		– Sell
-46
Closed -$4K – 260
2021
Q3 		$4K Hold
46
– – ﹤0.01% 225
2021
Q2 		$4K Hold
46
– – ﹤0.01% 242
2021
Q1 		$4K Hold
46
– – ﹤0.01% 238
2020
Q4 		$4K Sell
46
-14
-23% -$1.22K ﹤0.01% 226
2020
Q3 		$5K Sell
60
-320
-84% -$27.7K ﹤0.01% 223
2020
Q2 		$33K Buy
+380
New +$32.8K 0.01% 161

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return