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Redmont Wealth Advisors’s Novartis NVS Stock Holding History

Redmont Wealth Advisors’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 		$3.31K Sell
24
-24
-50% -$3.14K 0.01% 274
2025
Q3 		$6.16K Hold
48
– – 0.01% 234
2025
Q2 		$5.81K Hold
48
– – 0.01% 236
2025
Q1 		$5.35K Buy
+48
New +$5.11K 0.01% 128
2024
Q4 		– Sell
-48
Closed -$5.52K – 226
2024
Q3 		$5.52K Hold
48
– – 0.01% 246
2024
Q2 		$5.11K Hold
48
– – 0.01% 249
2024
Q1 		$4.64K Buy
+48
New +$4.92K 0.01% 262

Other funds holding NVS

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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
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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