Total Clarity Wealth Management’s Novartis NVS Stock Holding History

Total Clarity 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
2025 Q4	–	Sell	-1,638	Closed	-$210K	–	318
2025 Q3	$210K	Sell	1,638 -192	-10%	-$23.4K	0.06%	268
2025 Q2	$221K	Buy	+1,830	New	+$206K	0.06%	256
2023 Q1	–	Sell	-7,578	Closed	-$687K	–	225
2022 Q4	$687K	Buy	7,578 +1	+0%	+$84	0.35%	75
2022 Q3	$576K	Hold	7,577	–	–	0.36%	77
2022 Q2	$640K	Buy	7,577 +1,200	+19%	+$105K	0.33%	73
2022 Q1	$560K	Sell	6,377 -360	-5%	-$31.2K	0.31%	89
2021 Q4	$589K	Sell	6,737 -1,073	-14%	-$89.1K	0.27%	92
2021 Q3	$639K	Hold	7,810	–	–	0.3%	85
2021 Q2	$713K	Sell	7,810 -200	-2%	-$17.8K	0.4%	74
2021 Q1	$685K	Sell	8,010 -858	-10%	-$77K	0.39%	62
2020 Q4	$837K	Sell	8,868 -325	-4%	-$28.4K	0.58%	47
2020 Q3	$799K	Sell	9,193 -70	-0.8%	-$6.06K	0.7%	38
2020 Q2	$809K	Buy	9,263 +50	+0.5%	+$4.32K	0.74%	39
2020 Q1	$760K	Buy	9,213 +50	+0.5%	+$4.46K	1.17%	27
2019 Q4	$868K	Buy	+9,163	New	+$822K	0.65%	34

Other funds holding NVS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Total Clarity Wealth Management's NVS Position: Q4 2025 in Review

Total Clarity Wealth Management sold out of Novartis (NVS) in Q4 2025, closing a stake of 1,638 shares — an estimated $210K sold.

Total Clarity Wealth Management first reported a position in NVS in Q4 2019 and held it in 15 quarters. The position peaked at $868K in Q4 2019. 1,515 funds tracked by Wall St. Rank hold NVS as of Q4 2025.

Total Clarity Wealth Management reported no remaining Novartis position as of Q4 2025 after selling out during the quarter.
Total Clarity Wealth Management sold 1,638 Novartis shares in Q4 2025, an estimated $210K.
Total Clarity Wealth Management first reported a position in Novartis in Q4 2019 and held it in 15 quarters.
Total Clarity Wealth Management's Novartis position peaked at $868K in Q4 2019.
1,515 funds tracked by Wall St. Rank held Novartis as of Q4 2025.

Based on Total Clarity Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.