Cassady Schiller Wealth Management’s Novartis NVS Stock Holding History

Cassady Schiller 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
2024 Q4	$43.2K	Hold	444	–	–	0.02%	216
2024 Q3	$51.1K	Hold	444	–	–	0.02%	201
2024 Q2	$47.3K	Sell	444 -224	-34%	-$22.5K	0.02%	203
2024 Q1	$64.6K	Sell	668 -208	-24%	-$21.3K	0.03%	191
2023 Q4	$88.5K	Hold	876	–	–	0.04%	158
2023 Q3	$89.2K	Hold	876	–	–	0.05%	152
2023 Q2	$88.4K	Hold	876	–	–	0.05%	151
2023 Q1	$80.6K	Hold	876	–	–	0.04%	156
2022 Q4	$79.5K	Buy	+876	New	+$73.8K	0.05%	154
2022 Q1	–	Sell	-876	Closed	-$77K	–	436
2021 Q4	$77K	Buy	+876	New	+$72.7K	0.05%	160

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

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

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

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

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Cassady Schiller Wealth Management's NVS Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its Novartis (NVS) position steady in Q4 2024 at 444 shares worth $43.2K. The position accounts for 0.02% of the portfolio, ranked #216.

Cassady Schiller Wealth Management first reported a position in NVS in Q4 2021 and has held it in 10 quarters since. The position peaked at $89.2K in Q3 2023. 1,340 funds tracked by Wall St. Rank hold NVS as of Q4 2024.

Cassady Schiller Wealth Management held 444 shares of Novartis worth $43.2K as of Q4 2024.
Cassady Schiller Wealth Management left its Novartis share count unchanged in Q4 2024.
Novartis made up 0.02% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #216 holding.
Cassady Schiller Wealth Management first reported a position in Novartis in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's Novartis position peaked at $89.2K in Q3 2023.
1,340 funds tracked by Wall St. Rank held Novartis as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.