NOVARTIS AG

Ticker: NVS CUSIP: 66987V109 Class: SPONSORED ADR

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 14,815 Value ($000) $2,043 Avg Close — Range —
Q3 2025
Shares 10,848 Value ($000) $1,391 Avg Close — Range —
Q2 2025
Shares 10,663 Value ($000) $1,290 Avg Close — Range —
Q1 2025
Shares 5,795 Value ($000) $646 Avg Close — Range —
Q4 2024
Shares 4,143 Value ($000) $403 Avg Close — Range —
Q3 2024
Shares 3,734 Value ($000) $429 Avg Close — Range —
Q2 2024
Shares 3,341 Value ($000) $356 Avg Close — Range —
Q1 2024
Shares 3,024 Value ($000) $293 Avg Close — Range —