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 $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