Valley Wealth Managers’s Novartis NVS Stock Holding History

Valley Wealth Managers’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	$69.2K	Buy	453 +208	+85%	+$31.9K	﹤0.01%	206
2025 Q4	$33.8K	Hold	245	–	–	﹤0.01%	234
2025 Q3	$31.4K	Buy	+245	New	+$29.9K	﹤0.01%	226
2025 Q2	–	Sell	-36	Closed	-$4.01K	–	353
2025 Q1	$4.01K	Hold	36	–	–	﹤0.01%	303
2024 Q4	$3.5K	Hold	36	–	–	﹤0.01%	326
2024 Q3	$4.14K	Buy	+36	New	+$4.08K	﹤0.01%	324
2023 Q2	–	Sell	-193	Closed	-$17.8K	–	362
2023 Q1	$17.8K	Buy	+193	New	+$16.9K	﹤0.01%	261
2022 Q4	–	Sell	-260	Closed	-$20K	–	445
2022 Q3	$20K	Hold	260	–	–	﹤0.01%	288
2022 Q2	$22K	Buy	+260	New	+$22.8K	﹤0.01%	292
2015 Q1	–	Sell	-4,464	Closed	-$371K	–	106
2014 Q4	$371K	Hold	4,464	–	–	0.07%	95
2014 Q3	$377K	Hold	4,464	–	–	0.07%	92
2014 Q2	$362K	Hold	4,464	–	–	0.07%	99
2014 Q1	$340K	Hold	4,464	–	–	0.07%	93
2013 Q4	$322K	Buy	+4,464	New	+$310K	0.07%	94

Other funds holding NVS

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

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 New York $5.7T AUM 30.48% 1-Year Est. Return