A detailed history of Cascade Financial Partners, LLC transactions in Novartis Ag stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 5,205 shares of NVS stock, worth $617,052. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,205
Previous 5,080 2.46%
Holding current value
$617,052
Previous $566 Million 11.22%
% of portfolio
0.08%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025

BUY
$101.96 - $121.01 $12,745 - $15,126
125 Added 2.46%
5,205 $630 Million
Q1 2025

May 13, 2025

SELL
$97.14 - $115.57 $77,712 - $92,456
-800 Reduced 13.61%
5,080 $566 Million
Q4 2024

Feb 07, 2025

SELL
$96.78 - $117.18 $4,839 - $5,859
-50 Reduced 0.84%
5,880 $572 Million
Q3 2024

Oct 24, 2024

BUY
$106.13 - $120.89 $30,989 - $35,299
292 Added 5.18%
5,930 $678 Million
Q1 2024

May 14, 2024

BUY
$95.27 - $108.47 $537,132 - $611,553
5,638 New
5,638 $527 Million

Others Institutions Holding NVS

About NOVARTIS AG


  • Ticker NVS
  • Exchange OTC
  • Sector Healthcare
  • Industry Drug Manufacturers—General
  • Shares Outstandng 2,151,000,064
  • Market Cap $255B
  • Description
  • Novartis AG researches, develops, manufactures, and markets healthcare products worldwide. The company operates through two segments, Innovative Medicines and Sandoz. The Innovative Medicines segment offers prescription medicines for patients and healthcare providers. It also provides ophthalmology, neuroscience, immunology, hepatology, dermatol...
More about NVS
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