Heritage Wealth Management, Inc. Novartis Ag Transaction History
Heritage Wealth Management, Inc.
- $294 Billion
- Q1 2025
A detailed history of Heritage Wealth Management, Inc. transactions in Novartis Ag stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 6,186 shares of NVS stock, worth $716,153. This represents 0.23% of its overall portfolio holdings.
Number of Shares
6,186
Previous 6,136
0.81%
Holding current value
$716,153
Previous $597 Million
15.5%
% of portfolio
0.23%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding NVS
# of Institutions
1,523Shares Held
142MCall Options Held
1.63MPut Options Held
1.82M-
Dodge & Cox San Francisco, CA11.8MShares$1.37 Billion0.81% of portfolio
-
Primecap Management CO Pasadena, CA10.4MShares$1.2 Billion0.98% of portfolio
-
Dimensional Fund Advisors LP Austin, TX8.61MShares$996 Million0.25% of portfolio
-
Morgan Stanley New York, NY7.06MShares$817 Million0.06% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa6.76MShares$783 Million0.33% of portfolio
About NOVARTIS AG
- Ticker NVS
- Exchange OTC
- Sector Healthcare
- Industry Drug Manufacturers—General
- Shares Outstandng 2,151,000,064
- Market Cap $249B
- 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...