Vident Advisory’s Novartis NVS Stock Holding History

Vident Advisory’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	$6.39M	Buy	41,816 +4,794	+13%	+$735K	0.05%	286
2025 Q4	$5.1M	Sell	37,022 -452	-1%	-$59.2K	0.05%	323
2025 Q3	$4.81M	Buy	37,474 +4,316	+13%	+$527K	0.05%	315
2025 Q2	$4.01M	Buy	33,158 +290	+0.9%	+$32.7K	0.05%	324
2025 Q1	$3.66M	Buy	32,868 +7,531	+30%	+$802K	0.05%	299
2024 Q4	$2.47M	Buy	25,337 +2,837	+13%	+$303K	0.04%	365
2024 Q3	$2.59M	Buy	22,500 +3,457	+18%	+$392K	0.07%	326
2024 Q2	$2.03M	Buy	19,043 +3,983	+26%	+$400K	0.06%	365
2024 Q1	$1.46M	Buy	15,060 +1,834	+14%	+$188K	0.03%	469
2023 Q4	$1.34M	Buy	13,226 +1,487	+13%	+$144K	0.03%	479
2023 Q3	$1.2M	Buy	+11,739	New	+$1.19M	0.04%	462

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