Victory Capital Management

Victory Capital Management’s Novartis NVS Stock Holding History

Victory Capital 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
2026 Q1	$5.41M	Sell	35,432 -15,600	-31%	-$2.39M	﹤0.01%	1293
2025 Q4	$7.04M	Sell	51,032 -24,432	-32%	-$3.2M	﹤0.01%	1175
2025 Q3	$9.68M	Sell	75,464 -2,640	-3%	-$322K	0.01%	1118
2025 Q2	$9.45M	Sell	78,104 -44,926	-37%	-$5.06M	0.01%	1133
2025 Q1	$13.7M	Buy	123,030 +26,789	+28%	+$2.85M	0.01%	939
2024 Q4	$9.37M	Buy	+96,241	New	+$10.3M	0.01%	1103
2024 Q1	–	Sell	-6,260	Closed	-$632K	–	2548
2023 Q4	$632K	Sell	6,260 -15,130	-71%	-$1.46M	﹤0.01%	1928
2023 Q3	$2.18M	Hold	21,390	–	–	﹤0.01%	1362
2023 Q2	$2.16M	Sell	21,390 -1,883	-8%	-$188K	﹤0.01%	1366
2023 Q1	$2.14M	Buy	+23,273	New	+$2.03M	﹤0.01%	1383
2019 Q4	–	Sell	-14,607	Closed	-$1.27M	–	3047
2019 Q3	$1.27M	Buy	+14,607	New	+$1.31M	﹤0.01%	1640
2018 Q3	–	Sell	-84,291	Closed	-$5.71M	–	1855
2018 Q2	$5.71M	Sell	84,291 -11,003	-12%	-$759K	0.01%	825
2018 Q1	$6.9M	Buy	+95,294	New	+$7.25M	0.02%	793

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