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Criterion Capital Advisors’s Novartis NVS Stock Holding History

Criterion Capital 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
2024
Q4 		$4.79K Hold
45
– – ﹤0.01% 292
2024
Q3 		$4.79K Hold
45
– – ﹤0.01% 292
2024
Q2 		$4.79K Hold
45
– – ﹤0.01% 292
2024
Q1 		$4.35K Hold
45
– – ﹤0.01% 291
2023
Q4 		$4.54K Buy
+45
New +$4.34K ﹤0.01% 295

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Criterion Capital Advisors's NVS Position: Q4 2024 in Review

Criterion Capital Advisors held its Novartis (NVS) position steady in Q4 2024 at 45 shares worth $4.79K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

Criterion Capital Advisors first reported a position in NVS in Q4 2023 and has held it in 5 quarters since. 1,340 funds tracked by Wall St. Rank hold NVS as of Q4 2024.

  • Criterion Capital Advisors held 45 shares of Novartis worth $4.79K as of Q4 2024.
  • Criterion Capital Advisors left its Novartis share count unchanged in Q4 2024.
  • Novartis made up ﹤0.01% of Criterion Capital Advisors's portfolio in Q4 2024, its #292 holding.
  • Criterion Capital Advisors first reported a position in Novartis in Q4 2023 and has held it in 5 quarters since.
  • 1,340 funds tracked by Wall St. Rank held Novartis as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.