Credential Qtrade Securities’s Novartis NVS Stock Holding History

Credential Qtrade Securities’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 Q4	–	Sell	-13	Closed	-$988	–	386
2022 Q3	$988	Buy	+13	New	+$1.08K	﹤0.01%	361
2022 Q2	–	Sell	-3,219	Closed	-$282K	–	372
2022 Q1	$282K	Sell	3,219 -10,172	-76%	-$881K	0.02%	225
2021 Q4	$1.17M	Buy	13,391 +1,762	+15%	+$146K	0.08%	115
2021 Q3	$951K	Buy	11,629 +1,413	+14%	+$127K	0.07%	123
2021 Q2	$932K	Sell	10,216 -40,614	-80%	-$3.62M	0.07%	122
2021 Q1	$4.34M	Buy	50,830 +4,725	+10%	+$424K	0.39%	51
2020 Q4	$4.35M	Buy	46,105 +3,073	+7%	+$269K	0.45%	42
2020 Q3	$3.74M	Buy	43,032 +8,043	+23%	+$697K	0.43%	41
2020 Q2	$3.06M	Sell	34,989 -1,368	-4%	-$118K	0.4%	37
2020 Q1	$3M	Buy	36,357 +5,520	+18%	+$492K	0.49%	36
2019 Q4	$2.92M	Buy	30,837 +4,589	+17%	+$412K	0.4%	41
2019 Q3	$2.28M	Buy	26,248 +4,713	+22%	+$423K	0.35%	43
2019 Q2	$1.97M	Buy	21,535 +2,883	+15%	+$244K	0.32%	45
2019 Q1	$1.61M	Buy	18,652 +2,960	+19%	+$238K	0.3%	49
2018 Q4	$1.21M	Buy	15,692 +4,446	+40%	+$346K	0.26%	55
2018 Q3	$868K	Buy	+11,246	New	+$831K	0.18%	88

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Credential Qtrade Securities's NVS Position: Q4 2022 in Review

Credential Qtrade Securities sold out of Novartis (NVS) in Q4 2022, closing a stake of 13 shares — an estimated $988 sold.

Credential Qtrade Securities first reported a position in NVS in Q3 2018 and held it in 16 quarters. The position peaked at $4.35M in Q4 2020. 1,182 funds tracked by Wall St. Rank hold NVS as of Q4 2022.

Credential Qtrade Securities reported no remaining Novartis position as of Q4 2022 after selling out during the quarter.
Credential Qtrade Securities sold 13 Novartis shares in Q4 2022, an estimated $988.
Credential Qtrade Securities first reported a position in Novartis in Q3 2018 and held it in 16 quarters.
Credential Qtrade Securities's Novartis position peaked at $4.35M in Q4 2020.
1,182 funds tracked by Wall St. Rank held Novartis as of Q4 2022.

Based on Credential Qtrade Securities's 13F filing for Q4 2022, filed 21 Jul 2025.