Altium Wealth Management’s Novartis NVS Stock Holding History

Altium Wealth Management’s Portfolio NVS Stock Details NVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$1.7M	Buy	20,131 +4,292	+27%	+$377K	0.12%	104
2022 Q1	$1.39M	Buy	15,839 +6,084	+62%	+$527K	0.09%	126
2021 Q4	$853K	Sell	9,755 -3,127	-24%	-$260K	0.06%	174
2021 Q3	$1.05M	Sell	12,882 -836	-6%	-$75.2K	0.08%	129
2021 Q2	$1.25M	Buy	13,718 +3,417	+33%	+$304K	0.09%	106
2021 Q1	$881K	Buy	10,301 +1,494	+17%	+$134K	0.07%	126
2020 Q4	$832K	Sell	8,807 -1,828	-17%	-$160K	0.07%	118
2020 Q3	$925K	Buy	10,635 +521	+5%	+$45.1K	0.1%	102
2020 Q2	$883K	Buy	10,114 +4,230	+72%	+$365K	0.1%	102
2020 Q1	$485K	Buy	5,884 +2,687	+84%	+$240K	0.07%	137
2019 Q4	$303K	Sell	3,197 -213	-6%	-$19.1K	0.04%	216
2019 Q3	$296K	Sell	3,410 -75	-2%	-$6.73K	0.04%	216
2019 Q2	$318K	Sell	3,485 -1,092	-24%	-$92.4K	0.05%	206
2019 Q1	$394K	Sell	4,577 -601	-12%	-$48.2K	0.06%	186
2018 Q4	$398K	Sell	5,178 -454	-8%	-$35.3K	0.08%	172
2018 Q3	$435K	Sell	5,632 -1,891	-25%	-$140K	0.08%	170
2018 Q2	$509K	Buy	+7,523	New	+$519K	0.14%	116

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Altium Wealth Management's NVS Position: Q2 2022 in Review

Altium Wealth Management increased its Novartis (NVS) stake by 27% in Q2 2022, buying an estimated $377K and bringing the position to 20,131 shares worth $1.7M. The position accounts for 0.12% of the portfolio, ranked #104.

Altium Wealth Management first reported a position in NVS in Q2 2018 and has held it in 17 quarters since. 1,140 funds tracked by Wall St. Rank hold NVS as of Q2 2022.

Altium Wealth Management held 20,131 shares of Novartis worth $1.7M as of Q2 2022.
Altium Wealth Management bought 4,292 Novartis shares in Q2 2022, an estimated $377K.
Novartis made up 0.12% of Altium Wealth Management's portfolio in Q2 2022, its #104 holding.
Altium Wealth Management first reported a position in Novartis in Q2 2018 and has held it in 17 quarters since.
1,140 funds tracked by Wall St. Rank held Novartis as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.