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Fort Pitt Capital Group’s Novartis NVS Stock Holding History

Fort Pitt 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
Q3 		$3.88M Buy
33,709
+899
+3% +$102K 0.11% 56
2024
Q2 		$3.49M Buy
32,810
+1,079
+3% +$108K 0.11% 57
2024
Q1 		$3.07M Sell
31,731
-81
-0.3% -$8.3K 0.09% 60
2023
Q4 		$3.21M Buy
31,812
+2,536
+9% +$245K 0.11% 60
2023
Q3 		$2.98M Buy
29,276
+1,291
+5% +$131K 0.11% 53
2023
Q2 		$2.82M Buy
27,985
+2,960
+12% +$296K 0.1% 52
2023
Q1 		$2.3M Buy
25,025
+2
+0% +$175 0.09% 55
2022
Q4 		$2.27M Buy
25,023
+5,806
+30% +$489K 0.09% 65
2022
Q3 		$1.46M Buy
19,217
+2,716
+16% +$225K 0.07% 67
2022
Q2 		$1.4M Buy
16,501
+5,808
+54% +$510K 0.06% 74
2022
Q1 		$938K Buy
+10,693
New +$926K 0.04% 83
2021
Q1 		– Sell
-906
Closed -$86K – 271
2020
Q4 		$86K Buy
+906
New +$79.2K ﹤0.01% 166
2019
Q3 		– Sell
-2,925
Closed -$267K – 155
2019
Q2 		$267K Sell
2,925
-6
-0.2% -$508 0.02% 114
2019
Q1 		$252K Hold
2,931
– – 0.02% 123
2018
Q4 		$225K Buy
2,931
+86
+3% +$6.69K 0.02% 148
2018
Q3 		$220K Buy
+2,845
New +$210K 0.02% 128
2018
Q2 		– Sell
-3,046
Closed -$221K – 141
2018
Q1 		$221K Buy
+3,046
New +$232K 0.02% 126

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Fort Pitt Capital Group's NVS Position: Q3 2024 in Review

Fort Pitt Capital Group increased its Novartis (NVS) stake by 2.7% in Q3 2024, buying an estimated $102K and bringing the position to 33,709 shares worth $3.88M. The position accounts for 0.11% of the portfolio, ranked #56.

Fort Pitt Capital Group first reported a position in NVS in Q1 2018 and has held it in 17 quarters since. 1,312 funds tracked by Wall St. Rank hold NVS as of Q3 2024.

  • Fort Pitt Capital Group held 33,709 shares of Novartis worth $3.88M as of Q3 2024.
  • Fort Pitt Capital Group bought 899 Novartis shares in Q3 2024, an estimated $102K.
  • Novartis made up 0.11% of Fort Pitt Capital Group's portfolio in Q3 2024, its #56 holding.
  • Fort Pitt Capital Group first reported a position in Novartis in Q1 2018 and has held it in 17 quarters since.
  • 1,312 funds tracked by Wall St. Rank held Novartis as of Q3 2024.

Based on Fort Pitt Capital Group's 13F filing for Q3 2024, filed 29 Oct 2024.