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ICA Group Wealth Management’s Novartis NVS Stock Holding History

ICA Group Wealth Management’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
Q2 		$5.32K Sell
50
-29
-37% -$2.91K ﹤0.01% 577
2024
Q1 		$7.64K Hold
79
– – ﹤0.01% 946
2023
Q4 		$7.98K Buy
+79
New +$7.63K ﹤0.01% 917
2023
Q3 		– Sell
-108
Closed -$10.9K – 871
2023
Q2 		$10.9K Hold
108
– – ﹤0.01% 824
2023
Q1 		$9.94K Hold
108
– – ﹤0.01% 813
2022
Q4 		$9.8K Buy
+108
New +$9.1K ﹤0.01% 831

Other funds holding NVS

Dodge & Cox
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

ICA Group Wealth Management's NVS Position: Q2 2024 in Review

ICA Group Wealth Management reduced its Novartis (NVS) stake by 37% in Q2 2024, selling an estimated $2.91K and leaving 50 shares worth $5.32K. The position accounts for ﹤0.01% of the portfolio, ranked #577.

ICA Group Wealth Management first reported a position in NVS in Q4 2022 and has held it in 6 quarters since. The position peaked at $10.9K in Q2 2023. 1,306 funds tracked by Wall St. Rank hold NVS as of Q2 2024.

  • ICA Group Wealth Management held 50 shares of Novartis worth $5.32K as of Q2 2024.
  • ICA Group Wealth Management sold 29 Novartis shares in Q2 2024, an estimated $2.91K.
  • Novartis made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #577 holding.
  • ICA Group Wealth Management first reported a position in Novartis in Q4 2022 and has held it in 6 quarters since.
  • ICA Group Wealth Management's Novartis position peaked at $10.9K in Q2 2023.
  • 1,306 funds tracked by Wall St. Rank held Novartis as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.