Stephens Consulting’s Novartis NVS Stock Holding History

Stephens Consulting’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	$8.41K	Buy	+61	New	+$7.99K	﹤0.01%	249
2025 Q3	–	Sell	-69	Closed	-$8.35K	–	916
2025 Q2	$8.35K	Buy	+69	New	+$7.78K	﹤0.01%	341
2025 Q1	–	Sell	-109	Closed	-$10.6K	–	1543
2024 Q4	$10.6K	Hold	109	–	–	﹤0.01%	341
2024 Q3	$12.5K	Sell	109 -23	-17%	-$2.61K	﹤0.01%	313
2024 Q2	$14.1K	Buy	+132	New	+$13.3K	﹤0.01%	301
2024 Q1	–	Sell	-500	Closed	-$50.5K	–	486
2023 Q4	$50.5K	Hold	500	–	–	0.02%	178
2023 Q3	$50.9K	Hold	500	–	–	0.02%	164
2023 Q2	$50.5K	Hold	500	–	–	0.02%	166
2023 Q1	$46K	Hold	500	–	–	0.03%	180
2022 Q4	$45.4K	Hold	500	–	–	0.03%	176
2022 Q3	$38K	Hold	500	–	–	0.03%	194
2022 Q2	$42.3K	Hold	500	–	–	0.03%	188
2022 Q1	$43.9K	Hold	500	–	–	0.04%	202
2021 Q4	$43.7K	Buy	+500	New	+$41.5K	0.04%	214

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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 Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return