Centerpoint Advisors’s Novartis NVS Stock Holding History

Centerpoint Advisors’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
2025 Q1	–	Sell	-125	Closed	-$12K	–	431
2024 Q4	$12K	Hold	125	–	–	﹤0.01%	336
2024 Q3	$14K	Hold	125	–	–	﹤0.01%	327
2024 Q2	$13K	Hold	125	–	–	﹤0.01%	330
2024 Q1	$12K	Hold	125	–	–	﹤0.01%	315
2023 Q4	$13K	Hold	125	–	–	0.01%	312
2023 Q3	$13K	Buy	+125	New	+$12.7K	0.01%	310
2022 Q2	–	Sell	-288	Closed	-$25K	–	426
2022 Q1	$25K	Buy	288 +1	+0.3%	+$87	0.01%	181
2021 Q4	$25K	Buy	287 +7	+3%	+$581	0.01%	165
2021 Q3	$23K	Hold	280	–	–	0.01%	161
2021 Q2	$26K	Hold	280	–	–	0.01%	160
2021 Q1	$24K	Hold	280	–	–	0.01%	131
2020 Q4	$26K	Hold	280	–	–	0.02%	123
2020 Q3	$24K	Hold	280	–	–	0.02%	114
2020 Q2	$24K	Hold	280	–	–	0.02%	113
2020 Q1	$23K	Hold	280	–	–	0.02%	109
2019 Q4	$27K	Hold	280	–	–	0.02%	130
2019 Q3	$24K	Hold	280	–	–	0.02%	127
2019 Q2	$26K	Sell	280 -32	-10%	-$2.71K	0.02%	121
2019 Q1	$27K	Hold	312	–	–	0.02%	118
2018 Q4	$24K	Buy	+312	New	+$24.3K	0.02%	120

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Centerpoint Advisors's NVS Position: Q1 2025 in Review

Centerpoint Advisors sold out of Novartis (NVS) in Q1 2025, closing a stake of 125 shares — an estimated $12K sold.

Centerpoint Advisors first reported a position in NVS in Q4 2018 and held it in 20 quarters. The position peaked at $27K in Q4 2019. 1,356 funds tracked by Wall St. Rank hold NVS as of Q1 2025.

Centerpoint Advisors reported no remaining Novartis position as of Q1 2025 after selling out during the quarter.
Centerpoint Advisors sold 125 Novartis shares in Q1 2025, an estimated $12K.
Centerpoint Advisors first reported a position in Novartis in Q4 2018 and held it in 20 quarters.
Centerpoint Advisors's Novartis position peaked at $27K in Q4 2019.
1,356 funds tracked by Wall St. Rank held Novartis as of Q1 2025.

Based on Centerpoint Advisors's 13F filing for Q1 2025, filed 13 May 2025.