Tucker Asset Management’s Novartis NVS Stock Holding History

Tucker Asset 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	$8.27K	Buy	+60	New	+$7.86K	﹤0.01%	612
2025 Q1	–	Sell	-2,405	Closed	-$234K	–	734
2024 Q4	$234K	Buy	2,405 +2,384	+11,352%	+$254K	0.02%	119
2024 Q3	$2.42K	Hold	21	–	–	﹤0.01%	1122
2024 Q2	$2.24K	Buy	+21	New	+$2.11K	﹤0.01%	1287
2024 Q1	–	Sell	-31	Closed	-$3.13K	–	1744
2023 Q4	$3.13K	Sell	31 -2	-6%	-$193	﹤0.01%	1025
2023 Q3	$3.36K	Hold	33	–	–	﹤0.01%	921
2023 Q2	$3.33K	Sell	33 -40	-55%	-$4K	﹤0.01%	758
2023 Q1	$6.72K	Hold	73	–	–	﹤0.01%	642
2022 Q4	$6.69K	Hold	73	–	–	﹤0.01%	401
2022 Q3	$5.92K	Buy	73 +42	+135%	+$3.48K	﹤0.01%	401
2022 Q2	$2.62K	Hold	31	–	–	﹤0.01%	423
2022 Q1	$2.72K	Buy	+31	New	+$2.68K	﹤0.01%	391
2021 Q2	–	Sell	-419	Closed	-$35.8K	–	362
2021 Q1	$35.8K	Buy	419 +201	+92%	+$18K	0.02%	94
2020 Q4	$20.6K	Buy	+218	New	+$19K	0.01%	137

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