Coppell Advisory Solutions’s Novartis NVS Stock Holding History

Coppell Advisory Solutions’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	-551	Closed	-$53.6K	–	1348
2024 Q4	$53.6K	Sell	551 -53	-9%	-$5.65K	0.01%	560
2024 Q3	$69.8K	Buy	604 +183	+43%	+$20.8K	0.01%	461
2024 Q2	$44.8K	Buy	+421	New	+$42.3K	0.01%	527
2023 Q4	$21.1K	Buy	209 +66	+46%	+$6.37K	﹤0.01%	720
2023 Q3	$13K	Buy	143 +119	+496%	+$12.1K	﹤0.01%	569
2023 Q2	$2.39K	Buy	+24	New	+$2.4K	﹤0.01%	991
2023 Q1	–	Sell	-154	Closed	-$14K	–	774
2022 Q4	$14K	Buy	+154	New	+$13K	﹤0.01%	555
2020 Q4	$375K	Buy	+3,972	New	+$347K	0.19%	122

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

Coppell Advisory Solutions's NVS Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Novartis (NVS) in Q1 2025, closing a stake of 551 shares — an estimated $53.6K sold.

Coppell Advisory Solutions first reported a position in NVS in Q4 2020 and held it in 8 quarters. The position peaked at $375K in Q4 2020. 1,356 funds tracked by Wall St. Rank hold NVS as of Q1 2025.

Coppell Advisory Solutions reported no remaining Novartis position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 551 Novartis shares in Q1 2025, an estimated $53.6K.
Coppell Advisory Solutions first reported a position in Novartis in Q4 2020 and held it in 8 quarters.
Coppell Advisory Solutions's Novartis position peaked at $375K in Q4 2020.
1,356 funds tracked by Wall St. Rank held Novartis as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.