Fortis Advisors’s Novartis NVS Stock Holding History

Fortis Advisors’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
2023 Q2	–	Sell	-1,000	Closed	-$92K	–	198
2023 Q1	$92K	Hold	1,000	–	–	0.06%	130
2022 Q4	$90.7K	Hold	1,000	–	–	0.07%	120
2022 Q3	$76K	Hold	1,000	–	–	0.05%	137
2022 Q2	$85K	Hold	1,000	–	–	0.06%	140
2022 Q1	$88K	Hold	1,000	–	–	0.05%	168
2021 Q4	$87K	Hold	1,000	–	–	0.05%	149
2021 Q3	$82K	Hold	1,000	–	–	0.05%	155
2021 Q2	$91K	Hold	1,000	–	–	0.05%	158
2021 Q1	$85K	Hold	1,000	–	–	0.06%	121
2020 Q4	$94K	Hold	1,000	–	–	0.08%	84
2020 Q3	$87K	Sell	1,000 -2,000	-67%	-$173K	0.08%	80
2020 Q2	$262K	Sell	3,000 -110	-4%	-$9.49K	0.26%	49
2020 Q1	$256K	Hold	3,110	–	–	0.17%	60
2019 Q4	$294K	Hold	3,110	–	–	0.18%	79
2019 Q3	$270K	Buy	3,110 +110	+4%	+$9.88K	0.13%	79
2019 Q2	$274K	Sell	3,000 -348	-10%	-$29.5K	0.13%	80
2019 Q1	$288K	Hold	3,348	–	–	0.15%	66
2018 Q4	$257K	Hold	3,348	–	–	0.16%	63
2018 Q3	$258K	Hold	3,348	–	–	0.14%	64
2018 Q2	$227K	Hold	3,348	–	–	0.13%	68
2018 Q1	$243K	Hold	3,348	–	–	0.13%	62
2017 Q4	$252K	Hold	3,348	–	–	0.15%	57
2017 Q3	$258K	Sell	3,348 -20	-0.6%	-$1.51K	0.18%	53
2017 Q2	$252K	Hold	3,368	–	–	0.2%	61
2017 Q1	$224K	Buy	3,368 +20	+0.6%	+$1.33K	0.2%	59
2016 Q4	$219K	Buy	+3,348	New	+$217K	0.23%	33

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

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Fortis Advisors's NVS Position: Q2 2023 in Review

Fortis Advisors sold out of Novartis (NVS) in Q2 2023, closing a stake of 1,000 shares — an estimated $92K sold.

Fortis Advisors first reported a position in NVS in Q4 2016 and held it in 26 quarters. The position peaked at $294K in Q4 2019. 1,202 funds tracked by Wall St. Rank hold NVS as of Q2 2023.

Fortis Advisors reported no remaining Novartis position as of Q2 2023 after selling out during the quarter.
Fortis Advisors sold 1,000 Novartis shares in Q2 2023, an estimated $92K.
Fortis Advisors first reported a position in Novartis in Q4 2016 and held it in 26 quarters.
Fortis Advisors's Novartis position peaked at $294K in Q4 2019.
1,202 funds tracked by Wall St. Rank held Novartis as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.