Simon Quick Advisors’s Novartis NVS Stock Holding History

Simon Quick 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
2026 Q1	–	Sell	-1,642	Closed	-$226K	–	407
2025 Q4	$226K	Buy	+1,642	New	+$215K	0.01%	354
2025 Q2	–	Sell	-5,732	Closed	-$639K	–	553
2025 Q1	$639K	Buy	5,732 +1,475	+35%	+$157K	0.04%	245
2024 Q4	$414K	Buy	4,257 +67	+2%	+$7.14K	0.02%	282
2024 Q3	$482K	Buy	+4,190	New	+$475K	0.03%	245
2020 Q4	–	Sell	-300	Closed	-$26K	–	515
2020 Q3	$26K	Buy	+300	New	+$26K	0.01%	284
2020 Q1	–	Sell	-128	Closed	-$12K	–	638
2019 Q4	$12K	Buy	+128	New	+$11.5K	﹤0.01%	379
2019 Q3	–	Sell	-75	Closed	-$6.85K	–	474
2019 Q2	$6.85K	Buy	+75	New	+$6.35K	﹤0.01%	254
2018 Q4	–	Sell	-46	Closed	-$4K	–	357
2018 Q3	$4K	Hold	46	–	–	﹤0.01%	270
2018 Q2	$3K	Hold	46	–	–	﹤0.01%	314
2018 Q1	$3K	Hold	46	–	–	﹤0.01%	282
2017 Q4	$4K	Sell	46 -1,735	-97%	-$131K	﹤0.01%	376
2017 Q3	$137K	Hold	1,781	–	–	0.05%	162
2017 Q2	$133K	Hold	1,781	–	–	0.08%	80
2017 Q1	$119K	Buy	+1,781	New	+$119K	0.07%	109

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