NOVARTIS AG

Ticker: NVS CUSIP: 66987V109 Class: SPONSORED ADR

Forum Financial Management, LP's Holding History (CIK: 0001911832)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 25,365 Value ($000) $3,497 Avg Close — Range —
Q3 2025
Shares 24,607 Value ($000) $3,156 Avg Close — Range —
Q2 2025
Shares 24,607 Value ($000) $2,978 Avg Close — Range —
Q1 2025
Shares 24,519 Value ($000) $2,733 Avg Close — Range —
Q4 2024
Shares 24,553 Value ($000) $2,389 Avg Close — Range —
Q3 2024
Shares 23,822 Value ($000) $2,740 Avg Close — Range —
Q2 2024
Shares 23,822 Value ($000) $2,536 Avg Close — Range —
Q1 2024
Shares 23,822 Value ($000) $2,304 Avg Close — Range —
Q4 2023
Shares 23,822 Value ($000) $2,405 Avg Close — Range —
Q3 2023
Shares 23,874 Value ($000) $2,432 Avg Close — Range —
Q2 2023
Shares 25,215 Value ($000) $2,544 Avg Close — Range —
Q1 2023
Shares 23,841 Value ($000) $2,193 Avg Close — Range —
Q4 2022
Shares 24,935 Value ($000) $2,262 Avg Close — Range —
Q3 2022
Shares 24,935 Value ($000) $1,895 Avg Close — Range —
Q2 2022
Shares 24,935 Value ($000) $2,108 Avg Close — Range —
Q1 2022
Shares 24,935 Value ($000) $2,188 Avg Close — Range —
Q4 2021
Shares 24,949 Value ($000) $2,182 Avg Close — Range —