ECG
NVS icon

Edge Capital Group’s Novartis NVS Stock Holding History

Edge Capital 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 		$307K Buy
3,156
+89
+3% +$9.49K 0.01% 261
2024
Q3 		$353K Sell
3,067
-17
-0.6% -$1.93K 0.02% 246
2024
Q2 		$328K Hold
3,084
– – 0.02% 255
2024
Q1 		$298K Buy
3,084
+207
+7% +$21.2K 0.01% 261
2023
Q4 		$290K Hold
2,877
– – 0.02% 256
2023
Q3 		$293K Sell
2,877
-180
-6% -$18.3K 0.02% 235
2023
Q2 		$308K Hold
3,057
– – 0.02% 256
2023
Q1 		$281K Sell
3,057
-84
-3% -$7.34K 0.02% 261
2022
Q4 		$285K Buy
3,141
+84
+3% +$7.08K 0.02% 244
2022
Q3 		$232K Sell
3,057
-77
-2% -$6.38K 0.02% 258
2022
Q2 		$265K Sell
3,134
-731
-19% -$64.1K 0.02% 244
2022
Q1 		$339K Buy
3,865
+728
+23% +$63K 0.02% 233
2021
Q4 		$274K Sell
3,137
-1
-0% -$83 0.02% 241
2021
Q3 		$257K Sell
3,138
-100
-3% -$9K 0.02% 235
2021
Q2 		$295K Sell
3,238
-980
-23% -$87.3K 0.02% 224
2021
Q1 		$361K Sell
4,218
-73,092
-95% -$6.56M 0.03% 210
2020
Q4 		$7.3M Sell
77,310
-13,416
-15% -$1.17M 0.61% 38
2020
Q3 		$7.89M Buy
90,726
+31,613
+53% +$2.74M 0.79% 27
2020
Q2 		$5.16M Sell
59,113
-23,512
-28% -$2.03M 0.54% 46
2020
Q1 		$6.81M Sell
82,625
-17,287
-17% -$1.54M 0.81% 31
2019
Q4 		$9.46M Sell
99,912
-14,539
-13% -$1.3M 0.92% 26
2019
Q3 		$9.95M Sell
114,451
-3,489
-3% -$313K 1.01% 24
2019
Q2 		$10.8M Buy
117,940
+667
+0.6% +$56.5K 1.03% 16
2019
Q1 		$10.1M Sell
117,273
-2,796
-2% -$224K 0.99% 19
2018
Q4 		$9.23M Buy
+120,069
New +$9.35M 1% 18

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

Edge Capital Group's NVS Position: Q4 2024 in Review

Edge Capital Group increased its Novartis (NVS) stake by 2.9% in Q4 2024, buying an estimated $9.49K and bringing the position to 3,156 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #261.

Edge Capital Group first reported a position in NVS in Q4 2018 and has held it in 25 quarters since. The position peaked at $10.8M in Q2 2019. 1,340 funds tracked by Wall St. Rank hold NVS as of Q4 2024.

  • Edge Capital Group held 3,156 shares of Novartis worth $307K as of Q4 2024.
  • Edge Capital Group bought 89 Novartis shares in Q4 2024, an estimated $9.49K.
  • Novartis made up 0.01% of Edge Capital Group's portfolio in Q4 2024, its #261 holding.
  • Edge Capital Group first reported a position in Novartis in Q4 2018 and has held it in 25 quarters since.
  • Edge Capital Group's Novartis position peaked at $10.8M in Q2 2019.
  • 1,340 funds tracked by Wall St. Rank held Novartis as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.