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TFC Financial Management’s Novartis NVS Stock Holding History

TFC Financial 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
Q1 		$24.7K Hold
162
– – ﹤0.01% 335
2025
Q4 		$22.3K Hold
162
– – ﹤0.01% 344
2025
Q3 		$20.8K Hold
162
– – ﹤0.01% 346
2025
Q2 		$19.6K Sell
162
-63
-28% -$7.1K ﹤0.01% 336
2025
Q1 		$25.1K Hold
225
– – ﹤0.01% 304
2024
Q4 		$21.9K Sell
225
-39
-15% -$4.16K ﹤0.01% 303
2024
Q3 		$30.4K Buy
264
+201
+319% +$22.8K ﹤0.01% 293
2024
Q2 		$6.71K Hold
63
– – ﹤0.01% 367
2024
Q1 		$6.09K Hold
63
– – ﹤0.01% 369
2023
Q4 		$6.36K Sell
63
-20
-24% -$1.93K ﹤0.01% 362
2023
Q3 		$8.46K Buy
83
+20
+32% +$2.03K ﹤0.01% 358
2023
Q2 		$6.36K Hold
63
– – ﹤0.01% 354
2023
Q1 		$5.8K Hold
63
– – ﹤0.01% 396
2022
Q4 		$5.71K Sell
63
-146
-70% -$12.3K ﹤0.01% 326
2022
Q3 		$16K Hold
209
– – 0.01% 270
2022
Q2 		$18K Hold
209
– – 0.01% 263
2022
Q1 		$18K Hold
209
– – 0.01% 267
2021
Q4 		$18K Hold
209
– – 0.01% 286
2021
Q3 		$17K Hold
209
– – 0.01% 288
2021
Q2 		$19K Sell
209
-125
-37% -$11.1K 0.01% 270
2021
Q1 		$29K Hold
334
– – 0.01% 225
2020
Q4 		$32K Hold
334
– – 0.01% 220
2020
Q3 		$29K Buy
+334
New +$28.9K 0.01% 210

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Morgan Stanley
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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return