Raleigh Capital Management’s Novartis NVS Stock Holding History

Raleigh Capital Management’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	$3.67K	Buy	+24	New	+$3.68K	﹤0.01%	455
2025 Q1	–	Sell	-52	Closed	-$5.03K	–	874
2024 Q4	$5.03K	Hold	52	–	–	﹤0.01%	709
2024 Q3	$5.94K	Hold	52	–	–	﹤0.01%	677
2024 Q2	$5.5K	Buy	52 +2	+4%	+$201	﹤0.01%	662
2024 Q1	$4.84K	Hold	50	–	–	﹤0.01%	661
2023 Q4	$5.05K	Hold	50	–	–	﹤0.01%	732
2023 Q3	$5.09K	Hold	50	–	–	﹤0.01%	684
2023 Q2	$5.05K	Hold	50	–	–	﹤0.01%	642
2023 Q1	$4.6K	Hold	50	–	–	﹤0.01%	623
2022 Q4	$4.54K	Sell	50 -41	-45%	-$3.45K	﹤0.01%	562
2022 Q3	$7K	Buy	91 +41	+82%	+$3.4K	﹤0.01%	433
2022 Q2	$4K	Hold	50	–	–	﹤0.01%	477
2022 Q1	$4K	Sell	50 -25	-33%	-$2.17K	﹤0.01%	488
2021 Q4	$6K	Buy	+75	New	+$6.23K	0.01%	224

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