Optimist Retirement Group LLC Novartis Ag Transaction History
Optimist Retirement Group LLC
- $216 Million
- Q3 2025
A detailed history of Optimist Retirement Group LLC transactions in Novartis Ag stock. As of the latest transaction made, Optimist Retirement Group LLC holds 19,319 shares of NVS stock, worth $2.54 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
19,319
Previous 19,272
0.24%
Holding current value
$2.54 Million
Previous $2.33 Million
6.22%
% of portfolio
1.15%
Previous 1.14%
Shares
6 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...