SSWM
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Sheets Smith Wealth Management’s Novartis NVS Stock Holding History

Sheets Smith Wealth 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
Q2 		$384K Hold
2,450
– – 0.04% 324
2026
Q1 		$374K Hold
2,450
– – 0.04% 319
2025
Q4 		$338K Hold
2,450
– – 0.04% 330
2025
Q3 		$314K Hold
2,450
– – 0.04% 334
2025
Q2 		$296K Hold
2,450
– – 0.03% 342
2025
Q1 		$273K Hold
2,450
– – 0.03% 309
2024
Q4 		$238K Hold
2,450
– – 0.03% 345
2024
Q3 		$282K Hold
2,450
– – 0.03% 321
2024
Q2 		$261K Sell
2,450
-175
-7% -$17.6K 0.03% 331
2024
Q1 		$254K Buy
2,625
+175
+7% +$17.9K 0.03% 340
2023
Q4 		$247K Hold
2,450
– – 0.04% 304
2023
Q3 		$250K Hold
2,450
– – 0.04% 286
2023
Q2 		$247K Hold
2,450
– – 0.04% 293
2023
Q1 		$225K Hold
2,450
– – 0.03% 290
2022
Q4 		$222K Buy
+2,450
New +$206K 0.03% 280
2022
Q3 		– Sell
-2,450
Closed -$207K – 310
2022
Q2 		$207K Hold
2,450
– – 0.03% 286
2022
Q1 		$215K Hold
2,450
– – 0.03% 330
2021
Q4 		$214K Hold
2,450
– – 0.03% 351
2021
Q3 		$200K Hold
2,450
– – 0.03% 355
2021
Q2 		$224K Sell
2,450
-80
-3% -$7.12K 0.03% 339
2021
Q1 		$216K Sell
2,530
-230
-8% -$20.6K 0.03% 313
2020
Q4 		$261K Sell
2,760
-50
-2% -$4.37K 0.04% 292
2020
Q3 		$244K Hold
2,810
– – 0.04% 263
2020
Q2 		$245K Hold
2,810
– – 0.05% 218
2020
Q1 		$232K Hold
2,810
– – 0.05% 232
2019
Q4 		$266K Hold
2,810
– – 0.05% 283
2019
Q3 		$244K Hold
2,810
– – 0.05% 275
2019
Q2 		$257K Sell
2,810
-326
-10% -$27.6K 0.05% 282
2019
Q1 		$270K Buy
3,136
+179
+6% +$14.4K 0.06% 282
2018
Q4 		$227K Hold
2,957
– – 0.06% 254
2018
Q3 		$228K Hold
2,957
– – 0.05% 315
2018
Q2 		$200K Hold
2,957
– – 0.05% 299
2018
Q1 		$214K Hold
2,957
– – 0.05% 292
2017
Q4 		$222K Buy
2,957
+111
+4% +$8.38K 0.05% 301
2017
Q3 		$219K Hold
2,846
– – 0.06% 291
2017
Q2 		$213K Buy
+2,846
New +$202K 0.06% 281
2016
Q4 		– Sell
-2,846
Closed -$201K – 292
2016
Q3 		$201K Sell
2,846
-44
-2% -$3.21K 0.06% 250
2016
Q2 		$214K Buy
+2,890
New +$200K 0.06% 238
2016
Q1 		– Sell
-2,890
Closed -$223K – 254
2015
Q4 		$223K Sell
2,890
-324
-10% -$25.7K 0.07% 209
2015
Q3 		$265K Hold
3,214
– – 0.09% 170
2015
Q2 		$283K Hold
3,214
– – 0.08% 194
2015
Q1 		$284K Hold
3,214
– – 0.08% 192
2014
Q4 		$267K Hold
3,214
– – 0.07% 207
2014
Q3 		$271K Hold
3,214
– – 0.07% 201
2014
Q2 		$261K Hold
3,214
– – 0.07% 214
2014
Q1 		$245K Sell
3,214
-1,339
-29% -$97.6K 0.07% 211
2013
Q4 		$328K Hold
4,553
– – 0.09% 204
2013
Q3 		$313K Buy
4,553
+313
+7% +$20.7K 0.1% 198
2013
Q2 		$269K Buy
+4,240
New +$276K 0.09% 200

Other funds holding NVS

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return