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Forte Capital’s Novartis NVS Stock Holding History

Forte Capital’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
-1,778
Closed -$205K – 239
2024
Q3 		$205K Sell
1,778
-202
-10% -$22.9K 0.02% 235
2024
Q2 		$211K Buy
+1,980
New +$199K 0.03% 229
2021
Q3 		– Sell
-2,765
Closed -$252K – 224
2021
Q2 		$252K Sell
2,765
-147
-5% -$13.1K 0.03% 196
2021
Q1 		$249K Buy
2,912
+14
+0.5% +$1.26K 0.04% 189
2020
Q4 		$274K Sell
2,898
-111
-4% -$9.7K 0.04% 170
2020
Q3 		$262K Sell
3,009
-256
-8% -$22.2K 0.05% 160
2020
Q2 		$285K Buy
+3,265
New +$282K 0.06% 148
2017
Q4 		– Sell
-2,941
Closed -$226K – 167
2017
Q3 		$226K Buy
2,941
+39
+1% +$2.94K 0.07% 151
2017
Q2 		$217K Sell
2,902
-279
-9% -$19.8K 0.07% 150
2017
Q1 		$212K Sell
3,181
-28
-0.9% -$1.87K 0.07% 153
2016
Q4 		$209K Sell
3,209
-195
-6% -$12.7K 0.08% 146
2016
Q3 		$241K Sell
3,404
-893
-21% -$65.1K 0.09% 133
2016
Q2 		$318K Sell
4,297
-2,912
-40% -$201K 0.12% 125
2016
Q1 		$468K Hold
7,209
– – 0.21% 97
2015
Q4 		$556K Sell
7,209
-727
-9% -$57.8K 0.23% 79
2015
Q3 		$654K Buy
7,936
+112
+1% +$9.97K 0.3% 69
2015
Q2 		$689K Sell
7,824
-614
-7% -$56.3K 0.29% 73
2015
Q1 		$766K Sell
8,438
-1,300
-13% -$115K 0.33% 67
2014
Q4 		$809K Buy
9,738
+2,594
+36% +$215K 0.35% 65
2014
Q3 		$603K Buy
+7,144
New +$578K 0.28% 76

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Forte Capital's NVS Position: Q4 2024 in Review

Forte Capital sold out of Novartis (NVS) in Q4 2024, closing a stake of 1,778 shares — an estimated $205K sold.

Forte Capital first reported a position in NVS in Q3 2014 and held it in 20 quarters. The position peaked at $809K in Q4 2014. 1,341 funds tracked by Wall St. Rank hold NVS as of Q4 2024.

  • Forte Capital reported no remaining Novartis position as of Q4 2024 after selling out during the quarter.
  • Forte Capital sold 1,778 Novartis shares in Q4 2024, an estimated $205K.
  • Forte Capital first reported a position in Novartis in Q3 2014 and held it in 20 quarters.
  • Forte Capital's Novartis position peaked at $809K in Q4 2014.
  • 1,341 funds tracked by Wall St. Rank held Novartis as of Q4 2024.

Based on Forte Capital's 13F filing for Q4 2024, filed 3 Feb 2025.