Transce3nd’s Novartis NVS Stock Holding History

Transce3nd’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 Q2	–	Sell	-165	Closed	-$18.4K	–	1257
2025 Q1	$18.4K	Hold	165	–	–	0.01%	450
2024 Q4	$16.1K	Buy	+165	New	+$17.6K	0.01%	626

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Transce3nd's NVS Position: Q2 2025 in Review

Transce3nd sold out of Novartis (NVS) in Q2 2025, closing a stake of 165 shares — an estimated $18.4K sold.

Transce3nd first reported a position in NVS in Q4 2024 and held it in 2 quarters. The position peaked at $18.4K in Q1 2025. 1,383 funds tracked by Wall St. Rank hold NVS as of Q2 2025.

Transce3nd reported no remaining Novartis position as of Q2 2025 after selling out during the quarter.
Transce3nd sold 165 Novartis shares in Q2 2025, an estimated $18.4K.
Transce3nd first reported a position in Novartis in Q4 2024 and held it in 2 quarters.
Transce3nd's Novartis position peaked at $18.4K in Q1 2025.
1,383 funds tracked by Wall St. Rank held Novartis as of Q2 2025.

Based on Transce3nd's 13F filing for Q2 2025, filed 13 Aug 2025.