Concurrent Investment Advisors, LLC Novartis Ag Transaction History
Concurrent Investment Advisors, LLC
- $8.78 Trillion
- Q4 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Novartis Ag stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 14,815 shares of NVS stock, worth $1.95 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
14,815
Previous 10,848
36.57%
Holding current value
$1.95 Million
Previous $1.39 Billion
46.83%
% of portfolio
0.02%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding NVS
# of Institutions
1,625Shares Held
136MCall Options Held
1.53MPut 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...