HSBC Holdings
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HSBC Holdings’s Novartis NVS Stock Holding History

HSBC Holdings’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
-100,904
Closed -$11.6M – 3198
2024
Q3 		$11.6M Sell
100,904
-114,058
-53% -$12.9M 0.01% 877
2024
Q2 		$23M Buy
+214,962
New +$21.6M 0.01% 644
2023
Q1 		– Sell
-73,350
Closed -$6.63M – 2931
2022
Q4 		$6.63M Buy
+73,350
New +$6.18M 0.01% 1136
2021
Q4 		– Sell
-5,458
Closed -$446K – 3323
2021
Q3 		$446K Buy
+5,458
New +$491K ﹤0.01% 2324
2019
Q2 		– Sell
-2,911
Closed -$251K – 2812
2019
Q1 		$251K Buy
+2,911
New +$234K ﹤0.01% 2437
2018
Q2 		– Sell
-3,077
Closed -$223K – 2668
2018
Q1 		$223K Sell
3,077
-2,426
-44% -$185K ﹤0.01% 2347
2017
Q4 		$414K Buy
5,503
+1,266
+30% +$95.5K ﹤0.01% 1573
2017
Q3 		$326K Sell
4,237
-175
-4% -$13.2K ﹤0.01% 1906
2017
Q2 		$330K Sell
4,412
-11,753
-73% -$833K ﹤0.01% 1828
2017
Q1 		$1.07M Buy
16,165
+2,937
+22% +$196K ﹤0.01% 1392
2016
Q4 		$863K Buy
13,228
+9,987
+308% +$648K ﹤0.01% 1485
2016
Q3 		$230K Buy
3,241
+3,125
+2,694% +$228K ﹤0.01% 1865
2016
Q2 		$9K Sell
116
-3,257
-97% -$225K ﹤0.01% 2033
2016
Q1 		$219K Sell
3,373
-1,280
-28% -$87.1K ﹤0.01% 1890
2015
Q4 		$359K Buy
+4,653
New +$370K ﹤0.01% 1799
2014
Q1 		– Sell
-6,886
Closed -$497K – 1781
2013
Q4 		$497K Buy
+6,886
New +$479K ﹤0.01% 1422
2013
Q3 		– Sell
-3,847
Closed -$244K – 1744
2013
Q2 		$244K Buy
+3,847
New +$250K ﹤0.01% 1391

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

HSBC Holdings's NVS Position: Q4 2024 in Review

HSBC Holdings sold out of Novartis (NVS) in Q4 2024, closing a stake of 100,904 shares — an estimated $11.6M sold.

HSBC Holdings first reported a position in NVS in Q2 2013 and held it in 17 quarters. The position peaked at $23M in Q2 2024. 1,342 funds tracked by Wall St. Rank hold NVS as of Q4 2024.

  • HSBC Holdings reported no remaining Novartis position as of Q4 2024 after selling out during the quarter.
  • HSBC Holdings sold 100,904 Novartis shares in Q4 2024, an estimated $11.6M.
  • HSBC Holdings first reported a position in Novartis in Q2 2013 and held it in 17 quarters.
  • HSBC Holdings's Novartis position peaked at $23M in Q2 2024.
  • 1,342 funds tracked by Wall St. Rank held Novartis as of Q4 2024.

Based on HSBC Holdings's 13F filing for Q4 2024, filed 14 Feb 2025.