Wealth Enhancement Advisory Services
NVS icon

Wealth Enhancement Advisory Services’s Novartis NVS Stock Holding History

Wealth Enhancement Advisory Services’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 		$20.7M Sell
147,794
-38,612
-21% -$5.92M 0.05% 382
2025
Q4 		$26.6M Buy
186,406
+6,218
+3% +$814K 0.04% 400
2025
Q3 		$23.7M Buy
180,188
+33,655
+23% +$4.11M 0.04% 414
2025
Q2 		$17.9M Buy
146,533
+5,780
+4% +$651K 0.03% 454
2025
Q1 		$15.7M Sell
140,753
-5,083
-3% -$541K 0.03% 468
2024
Q4 		$14.2M Buy
145,836
+43,418
+42% +$4.63M 0.03% 467
2024
Q3 		$11.8M Sell
102,418
-3,449
-3% -$391K 0.03% 475
2024
Q2 		$11.3M Sell
105,867
-5,586
-5% -$561K 0.03% 454
2024
Q1 		$10.8M Buy
111,453
+5,491
+5% +$563K 0.03% 455
2023
Q4 		$10.7M Buy
105,962
+14,665
+16% +$1.42M 0.03% 417
2023
Q3 		$9.3M Buy
+91,297
New +$9.27M 0.03% 429
2023
Q2 		– Sell
-2,532
Closed -$233K – 556
2023
Q1 		$233K Buy
+2,532
New +$221K ﹤0.01% 484

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return