Vise Technologies’s Novartis NVS Stock Holding History

Vise Technologies’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	$5M	Hold	36,277	–	–	0.1%	167
2025 Q4	$5M	Buy	36,277 +16,913	+87%	+$2.21M	0.1%	168
2025 Q3	$2.48M	Sell	19,364 -8,263	-30%	-$1.01M	0.09%	210
2025 Q2	$3.34M	Buy	+27,627	New	+$3.11M	0.14%	161
2024 Q4	$1.75M	Buy	18,007 +1,302	+8%	+$139K	0.15%	149
2024 Q3	$1.92M	Buy	16,705 +340	+2%	+$38.6K	0.24%	90
2024 Q2	$1.74M	Buy	16,365 +686	+4%	+$68.9K	0.31%	73
2024 Q1	$1.52M	Sell	15,679 -641	-4%	-$65.7K	0.3%	81
2023 Q4	$1.65M	Buy	16,320 +817	+5%	+$78.9K	0.35%	73
2023 Q3	$1.58M	Sell	15,503 -599	-4%	-$60.8K	0.39%	68
2023 Q2	$1.62M	Buy	16,102 +1,627	+11%	+$163K	0.39%	60
2023 Q1	$1.33M	Buy	14,475 +509	+4%	+$44.5K	0.35%	67
2022 Q4	$1.27M	Buy	13,966 +1,452	+12%	+$122K	0.4%	55
2022 Q3	$951K	Buy	12,514 +2,610	+26%	+$216K	0.36%	56
2022 Q2	$837K	Buy	9,904 +3,547	+56%	+$311K	0.32%	71
2022 Q1	$558K	Buy	6,357 +3,845	+153%	+$333K	0.21%	119
2021 Q4	$220K	Buy	+2,512	New	+$209K	0.06%	126

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