FWM
NVS icon

Fairhaven Wealth Management’s Novartis NVS Stock Holding History

Fairhaven Wealth Management’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 		– Sell
-1,899
Closed -$218K – 125
2024
Q3 		$218K Hold
1,899
– – 0.07% 110
2024
Q2 		$202K Buy
+1,899
New +$191K 0.07% 109
2023
Q4 		– Sell
-1,969
Closed -$201K – 122
2023
Q3 		$201K Buy
+1,969
New +$200K 0.08% 102
2022
Q4 		$210K Buy
+2,309
New +$194K 0.09% 99
2022
Q3 		– Sell
-2,691
Closed -$227K – 121
2022
Q2 		$227K Sell
2,691
-2,190
-45% -$192K 0.11% 93
2022
Q1 		$428K Sell
4,881
-15,414
-76% -$1.33M 0.17% 64
2021
Q4 		$1.77M Sell
20,295
-7,000
-26% -$581K 0.69% 33
2021
Q3 		$2.23M Buy
27,295
+3,814
+16% +$343K 0.92% 32
2021
Q2 		$2.14M Buy
23,481
+1,438
+7% +$128K 0.85% 33
2021
Q1 		$1.88M Buy
22,043
+6,593
+43% +$592K 0.79% 35
2020
Q4 		$1.46M Buy
15,450
+3,080
+25% +$269K 0.64% 39
2020
Q3 		$1.08M Buy
12,370
+3,159
+34% +$274K 0.64% 35
2020
Q2 		$804K Buy
9,211
+2,017
+28% +$174K 0.53% 40
2020
Q1 		$593K Buy
7,194
+1,777
+33% +$159K 0.54% 35
2019
Q4 		$513K Hold
5,417
– – 0.43% 37
2019
Q3 		$471K Buy
5,417
+145
+3% +$13K 0.44% 35
2019
Q2 		$481K Buy
5,272
+489
+10% +$41.4K 0.45% 35
2019
Q1 		$412K Buy
4,783
+402
+9% +$32.3K 0.39% 39
2018
Q4 		$337K Buy
+4,381
New +$341K 0.33% 42

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

Fairhaven Wealth Management's NVS Position: Q4 2024 in Review

Fairhaven Wealth Management sold out of Novartis (NVS) in Q4 2024, closing a stake of 1,899 shares — an estimated $218K sold.

Fairhaven Wealth Management first reported a position in NVS in Q4 2018 and held it in 19 quarters. The position peaked at $2.23M in Q3 2021. 1,341 funds tracked by Wall St. Rank hold NVS as of Q4 2024.

  • Fairhaven Wealth Management reported no remaining Novartis position as of Q4 2024 after selling out during the quarter.
  • Fairhaven Wealth Management sold 1,899 Novartis shares in Q4 2024, an estimated $218K.
  • Fairhaven Wealth Management first reported a position in Novartis in Q4 2018 and held it in 19 quarters.
  • Fairhaven Wealth Management's Novartis position peaked at $2.23M in Q3 2021.
  • 1,341 funds tracked by Wall St. Rank held Novartis as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.