Wolff Wiese Magana’s Novartis NVS Stock Holding History

Wolff Wiese Magana’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
2025 Q4	–	Sell	-49	Closed	-$6.28K	–	984
2025 Q3	$6.28K	Sell	49 -24	-33%	-$2.93K	﹤0.01%	549
2025 Q2	$8.83K	Hold	73	–	–	0.01%	447
2025 Q1	$8.14K	Hold	73	–	–	0.01%	446
2024 Q4	$7.1K	Buy	+73	New	+$7.79K	﹤0.01%	485
2022 Q4	–	Sell	-78	Closed	-$6K	–	911
2022 Q3	$6K	Sell	78 -125	-62%	-$10.4K	﹤0.01%	581
2022 Q2	$17K	Hold	203	–	–	0.01%	435
2022 Q1	$18K	Hold	203	–	–	0.01%	440
2021 Q4	$18K	Buy	203 +34	+20%	+$2.82K	0.01%	446
2021 Q3	$14K	Buy	169 +65	+63%	+$5.85K	0.01%	478
2021 Q2	$9K	Sell	104 -60	-37%	-$5.34K	0.01%	539
2021 Q1	$14K	Buy	164 +15	+10%	+$1.35K	0.01%	436
2020 Q4	$14K	Buy	+149	New	+$13K	0.01%	407

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return