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 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 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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Janus Henderson Group

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