XF
NVS icon

XML Financial’s Novartis NVS Stock Holding History

XML Financial’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 		$821K Sell
5,376
-110
-2% -$16.9K 0.07% 205
2025
Q4 		$756K Sell
5,486
-725
-12% -$94.9K 0.06% 208
2025
Q3 		$797K Sell
6,211
-3,418
-35% -$417K 0.06% 196
2025
Q2 		$1.17M Sell
9,629
-866
-8% -$97.6K 0.1% 166
2025
Q1 		$1.17M Buy
10,495
+40
+0.4% +$4.26K 0.11% 156
2024
Q4 		$1.02M Buy
10,455
+656
+7% +$70K 0.09% 171
2024
Q3 		$1.13M Buy
9,799
+551
+6% +$62.5K 0.1% 164
2024
Q2 		$985K Sell
9,248
-427
-4% -$42.9K 0.1% 168
2024
Q1 		$936K Sell
9,675
-2,415
-20% -$248K 0.1% 170
2023
Q4 		$1.22M Sell
12,090
-41
-0.3% -$3.96K 0.13% 142
2023
Q3 		$1.24M Buy
12,131
+137
+1% +$13.9K 0.15% 134
2023
Q2 		$1.21M Sell
11,994
-575
-5% -$57.5K 0.14% 140
2023
Q1 		$1.16M Sell
12,569
-420
-3% -$36.7K 0.14% 141
2022
Q4 		$1.18M Buy
12,989
+200
+2% +$16.8K 0.15% 136
2022
Q3 		$972K Buy
+12,789
New +$1.06M 0.13% 139
2022
Q2 		– Sell
-12,749
Closed -$1.12M – 302
2022
Q1 		$1.12M Buy
12,749
+3
+0% +$260 0.13% 149
2021
Q4 		$1.11M Hold
12,746
– – 0.13% 147
2021
Q3 		$1.04M Buy
+12,746
New +$1.15M 0.14% 143

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 $871B 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 $5.72T AUM 30.48% 1-Year Est. Return