WealthPLAN Partners’s Novartis NVS Stock Holding History

WealthPLAN Partners’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
2023 Q3	–	Sell	-1,099	Closed	-$111K	–	855
2023 Q2	$111K	Hold	1,099	–	–	0.02%	381
2023 Q1	$101K	Buy	+1,099	New	+$96K	0.01%	423
2017 Q2	–	Sell	-167	Closed	-$11.1K	–	342
2017 Q1	$11.1K	Buy	+167	New	+$11.1K	0.04%	256
2016 Q3	$61.3K	Sell	868 -505	-37%	-$36.8K	0.02%	304
2016 Q2	$50.8K	Buy	+1,373	New	+$94.9K	0.01%	922
2015 Q4	$22K	Buy	+1,603	New	+$127K	﹤0.01%	887
2015 Q2	$20K	Hold	223	–	–	0.01%	254
2015 Q1	$20K	Buy	+223	New	+$19.8K	0.01%	318

Other funds holding NVS

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

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return