Heritage Wealth Management, Inc. Novartis Ag Transaction History
Heritage Wealth Management, Inc.
- $341 Billion
- Q3 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 6,045 shares of NVS stock, worth $795,219. This represents 0.23% of its overall portfolio holdings.
Number of Shares
6,045
Previous 6,145
1.63%
Holding current value
$795,219
Previous $744 Million
4.25%
% of portfolio
0.23%
Previous 0.24%
Shares
4 transactions
Others Institutions Holding NVS
# of Institutions
1,603Shares Held
137MCall Options Held
1.55MPut Options Held
2.22M-
Dodge & Cox San Francisco, CA10.6MShares$1.39 Billion0.78% of portfolio
-
Primecap Management CO Pasadena, CA9.34MShares$1.23 Billion0.95% of portfolio
-
Dimensional Fund Advisors LP Austin, TX8.84MShares$1.16 Billion0.25% of portfolio
-
Morgan Stanley New York, NY7.73MShares$1.02 Billion0.06% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa7.24MShares$952 Million0.34% of portfolio
About NOVARTIS AG
- Ticker NVS
- Exchange OTC
- Sector Healthcare
- Industry Drug Manufacturers—General
- Shares Outstandng 2,151,000,064
- Market Cap $283B
- 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...