First Trust Investment Solutions’s Novartis NVS Stock Holding History

First Trust Investment Solutions’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 Q3	$309K	Buy	+2,688	New	+$305K	0.03%	233

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

First Trust Investment Solutions's NVS Position: Q3 2024 in Review

First Trust Investment Solutions opened a new position in Novartis (NVS) in Q3 2024: 2,688 shares worth $309K. The stake represents 0.03% of the portfolio and ranks #233 among its holdings.

1,311 funds tracked by Wall St. Rank hold NVS as of Q3 2024.

First Trust Investment Solutions held 2,688 shares of Novartis worth $309K as of Q3 2024.
Novartis was a new First Trust Investment Solutions position in Q3 2024.
Novartis made up 0.03% of First Trust Investment Solutions's portfolio in Q3 2024, its #233 holding.
1,311 funds tracked by Wall St. Rank held Novartis as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.