A detailed history of True Wealth Design, LLC transactions in Novartis Ag stock. As of the latest transaction made, True Wealth Design, LLC holds 496 shares of NVS stock, worth $65,248. This represents 0.02% of its overall portfolio holdings.

Number of Shares
496
Previous 498 0.4%
Holding current value
$65,248
Previous $63.9 Million 7.08%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026

SELL
$121.8 - $132.39 $243 - $264
-2 Reduced 0.4%
496 $68.4 Million
Q3 2025

Oct 21, 2025

BUY
$113.5 - $129.73 $41,087 - $46,962
362 Added 266.18%
498 $63.9 Million
Q2 2025

Aug 06, 2025

BUY
$101.96 - $121.01 $917 - $1,089
9 Added 7.09%
136 $16.5 Million
Q1 2025

May 13, 2025

SELL
$97.14 - $115.57 $194 - $231
-2 Reduced 1.55%
127 $14.2 Million
Q4 2024

Feb 14, 2025

BUY
$96.78 - $117.18 $2,613 - $3,163
27 Added 26.47%
129 $12.6 Million
Q3 2024

Nov 14, 2024

BUY
$106.13 - $120.89 $2,016 - $2,296
19 Added 22.89%
102 $11.7 Million
Q2 2024

Aug 14, 2024

BUY
$92.57 - $107.37 $7,683 - $8,911
83 New
83 $8.84 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 $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...
More about NVS
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