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Custom Portfolio Group’s Novartis NVS Stock Holding History

Custom Portfolio 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
Q2 		$1.65K Hold
15
– – ﹤0.01% 221
2024
Q1 		$1.51K Hold
15
– – ﹤0.01% 224
2023
Q4 		$1.51K Buy
+15
New +$1.45K ﹤0.01% 217

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return

Custom Portfolio Group's NVS Position: Q2 2024 in Review

Custom Portfolio Group held its Novartis (NVS) position steady in Q2 2024 at 15 shares worth $1.65K. The position accounts for ﹤0.01% of the portfolio, ranked #221.

Custom Portfolio Group first reported a position in NVS in Q4 2023 and has held it in 3 quarters since. 1,307 funds tracked by Wall St. Rank hold NVS as of Q2 2024.

  • Custom Portfolio Group held 15 shares of Novartis worth $1.65K as of Q2 2024.
  • Custom Portfolio Group left its Novartis share count unchanged in Q2 2024.
  • Novartis made up ﹤0.01% of Custom Portfolio Group's portfolio in Q2 2024, its #221 holding.
  • Custom Portfolio Group first reported a position in Novartis in Q4 2023 and has held it in 3 quarters since.
  • 1,307 funds tracked by Wall St. Rank held Novartis as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.