Copley Financial Group’s Novartis NVS Stock Holding History

Copley Financial Group’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	–	Sell	-20	Closed	-$2.3K	–	173
2024 Q3	$2.3K	Buy	+20	New	+$2.27K	﹤0.01%	184

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

Copley Financial Group's NVS Position: Q4 2024 in Review

Copley Financial Group sold out of Novartis (NVS) in Q4 2024, closing a stake of 20 shares — an estimated $2.3K sold.

Copley Financial Group first reported a position in NVS in Q3 2024 and held it in 1 quarter. The position peaked at $2.3K in Q3 2024. 1,340 funds tracked by Wall St. Rank hold NVS as of Q4 2024.

Copley Financial Group reported no remaining Novartis position as of Q4 2024 after selling out during the quarter.
Copley Financial Group sold 20 Novartis shares in Q4 2024, an estimated $2.3K.
Copley Financial Group first reported a position in Novartis in Q3 2024 and held it in 1 quarter.
Copley Financial Group's Novartis position peaked at $2.3K in Q3 2024.
1,340 funds tracked by Wall St. Rank held Novartis as of Q4 2024.

Based on Copley Financial Group's 13F filing for Q4 2024, filed 5 Mar 2025.