Wealthstream Advisors, Inc. Novartis Ag Transaction History
Wealthstream Advisors, Inc.
- $625 Million
- Q3 2025
A detailed history of Wealthstream Advisors, Inc. transactions in Novartis Ag stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 2,402 shares of NVS stock, worth $304,021. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,402
Previous 1,975
21.62%
Holding current value
$304,021
Previous $238,000
29.41%
% of portfolio
0.05%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding NVS
# of Institutions
1,592Shares Held
136MCall Options Held
1.72MPut Options Held
1.7M-
Dodge & Cox San Francisco, CA10.6MShares$1.35 Billion0.78% of portfolio
-
Primecap Management CO Pasadena, CA10.4MShares$1.32 Billion1.03% of portfolio
-
Dimensional Fund Advisors LP Austin, TX9.06MShares$1.15 Billion0.26% of portfolio
-
Morgan Stanley New York, NY7.56MShares$957 Million0.06% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa7.12MShares$901 Million0.35% of portfolio
About NOVARTIS AG
- Ticker NVS
- Exchange OTC
- Sector Healthcare
- Industry Drug Manufacturers—General
- Shares Outstandng 2,151,000,064
- Market Cap $272B
- 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...