Householder Group Estate & Retirement Specialist’s Novartis NVS Stock Holding History

Householder Group Estate & Retirement Specialist’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	$12K	Sell	128 -353	-73%	-$37.6K	0.01%	351
2024 Q3	$55K	Sell	481 -110	-19%	-$12.5K	0.02%	467
2024 Q2	$62K	Buy	591 +101	+21%	+$10.1K	0.02%	443
2024 Q1	$47.4K	Buy	490 +292	+147%	+$29.9K	0.01%	482
2023 Q4	$19K	Buy	198 +45	+29%	+$4.34K	0.01%	655
2023 Q3	$15.6K	Buy	+153	New	+$15.5K	0.01%	691
2023 Q1	$14K	Sell	153 -20	-12%	-$1.75K	0.01%	718
2022 Q4	$15K	Hold	173	–	–	0.02%	193
2022 Q3	$13K	Buy	+173	New	+$14.3K	0.01%	673

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's NVS Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Novartis (NVS) stake by 73% in Q4 2024, selling an estimated $37.6K and leaving 128 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #351.

Householder Group Estate & Retirement Specialist first reported a position in NVS in Q3 2022 and has held it in 9 quarters since. The position peaked at $62K in Q2 2024. 1,341 funds tracked by Wall St. Rank hold NVS as of Q4 2024.

Householder Group Estate & Retirement Specialist held 128 shares of Novartis worth $12K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 353 Novartis shares in Q4 2024, an estimated $37.6K.
Novartis made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #351 holding.
Householder Group Estate & Retirement Specialist first reported a position in Novartis in Q3 2022 and has held it in 9 quarters since.
Householder Group Estate & Retirement Specialist's Novartis position peaked at $62K in Q2 2024.
1,341 funds tracked by Wall St. Rank held Novartis as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.