Regatta Capital Group’s Novartis NVS Stock Holding History

Regatta Capital Group’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	$522K	Sell	3,420 -906	-21%	-$139K	0.08%	136
2025 Q4	$596K	Sell	4,326 -59	-1%	-$7.73K	0.09%	128
2025 Q3	$562K	Sell	4,385 -123	-3%	-$15K	0.09%	135
2025 Q2	$545K	Buy	4,508 +117	+3%	+$13.2K	0.09%	131
2025 Q1	$490K	Sell	4,391 -20	-0.5%	-$2.13K	0.09%	123
2024 Q4	$429K	Sell	4,411 -69	-2%	-$7.36K	0.08%	127
2024 Q3	$515K	Buy	4,480 +3	+0.1%	+$340	0.1%	117
2024 Q2	$477K	Sell	4,477 -119	-3%	-$11.9K	0.1%	118
2024 Q1	$445K	Buy	4,596 +233	+5%	+$23.9K	0.1%	125
2023 Q4	$441K	Buy	4,363 +3	+0.1%	+$290	0.12%	115
2023 Q3	$444K	Sell	4,360 -7	-0.2%	-$711	0.14%	104
2023 Q2	$441K	Buy	4,367 +209	+5%	+$20.9K	0.14%	111
2023 Q1	$377K	Hold	4,158	–	–	0.13%	125
2022 Q4	$377K	Sell	4,158 -79	-2%	-$6.65K	0.13%	125
2022 Q3	$358K	Buy	4,237 +533	+14%	+$44.2K	0.15%	117
2022 Q2	$313K	Sell	3,704 -1,656	-31%	-$145K	0.15%	117
2022 Q1	$470K	Buy	5,360 +8	+0.1%	+$693	0.16%	103
2021 Q4	$468K	Buy	+5,352	New	+$444K	0.16%	108

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