Foundations Investment Advisors, LLC Novartis Ag Transaction History

Foundations Investment Advisors, LLC

  • $6.26 Billion
  • Q3 2025

A detailed history of Foundations Investment Advisors, LLC transactions in Novartis Ag stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 5,434 shares of NVS stock, worth $714,842. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,434
Previous 7,735 29.75%
Holding current value
$714,842
Previous $936,000 25.64%
% of portfolio
0.01%
Previous 0.02%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
$113.5 - $129.73 $261,163 - $298,508
-2,301 Reduced 29.75%
5,434 $696,000
Q2 2025

Aug 08, 2025
SELL
$101.96 - $121.01 $28,344 - $33,640
-278 Reduced 3.47%
7,735 $936,000
Q1 2025

May 07, 2025
SELL
$97.14 - $115.57 $7.87 Million - $9.37 Million
-81,061 Reduced 91.0%
8,013 $893,000
Q4 2024

Jan 22, 2025
BUY
$96.78 - $117.18 $1.83 Million - $2.21 Million
18,894 Added 26.92%
89,074 $8.67 Million
Q3 2024

Oct 21, 2024
BUY
$106.13 - $120.89 $675,517 - $769,464
6,365 Added 9.97%
70,180 $8.07 Million
Q2 2024

Aug 02, 2024
BUY
$92.57 - $107.37 $1.35 Million - $1.57 Million
14,581 Added 29.62%
63,815 $6.79 Million
Q1 2024

May 13, 2024
BUY
$95.27 - $108.47 $1.04 Million - $1.19 Million
10,930 Added 28.53%
49,234 $4.76 Million
Q4 2023

Feb 08, 2024
BUY
$92.27 - $101.54 $256,602 - $282,382
2,781 Added 7.83%
38,304 $3.87 Million
Q3 2023

Oct 05, 2023
BUY
$94.73 - $105.13 $2.05 Million - $2.28 Million
21,667 Added 156.37%
35,523 $3.62 Million
Q2 2023

Jul 19, 2023
BUY
$92.52 - $104.91 $256,002 - $290,285
2,767 Added 24.95%
13,856 $1.4 Million
Q1 2023

Apr 25, 2023
SELL
$80.03 - $92.81 $7,282 - $8,445
-91 Reduced 0.81%
11,089 $1.02 Million
Q4 2022

Jan 11, 2023
BUY
$75.55 - $92.52 $269,486 - $330,018
3,567 Added 46.85%
11,180 $0
Q3 2022

Oct 19, 2022
BUY
$74.61 - $87.26 $568,005 - $664,310
7,613 New
7,613 $579,000
Q4 2019

Jan 09, 2020
SELL
$84.35 - $95.37 $234,492 - $265,128
-2,780 Closed
0 $0
Q3 2019

Oct 07, 2019
BUY
$85.54 - $94.26 $8,468 - $9,331
99 Added 3.69%
2,780 $237,000
Q2 2019

Jul 08, 2019
BUY
$75.4 - $92.8 $14,703 - $18,096
195 Added 7.84%
2,681 $248,000
Q1 2019

Apr 08, 2019
BUY
$75.32 - $86.15 $1,657 - $1,895
22 Added 0.89%
2,486 $239,000
Q4 2018

Feb 11, 2019
SELL
$73.66 - $82.02 $6,187 - $6,889
-84 Reduced 3.3%
2,464 $219,000
Q3 2018

Nov 09, 2018
BUY
$66.94 - $77.43 $170,563 - $197,291
2,548 New
2,548 $220,000

Others Institutions Holding NVS

# of Institutions
1,599
Shares Held
137M
Call Options Held
1.53M
Put Options Held
2.22M
View Full List

About NOVARTIS AG

NVS Quotes by TradingView
  • 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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