JWM
NVS icon

Janiczek Wealth Management’s Novartis NVS Stock Holding History

Janiczek 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 		$186K Buy
1,747
+178
+11% +$17.9K 0.04% 192
2024
Q1 		$154K Buy
1,569
+183
+13% +$18.8K 0.03% 221
2023
Q4 		$140K Buy
1,386
+65
+5% +$6.27K 0.03% 220
2023
Q3 		$135K Buy
1,321
+115
+10% +$11.7K 0.04% 202
2023
Q2 		$122K Buy
1,206
+77
+7% +$7.7K 0.03% 192
2023
Q1 		$111K Sell
1,129
-104
-8% -$9.08K 0.03% 198
2022
Q4 		$112K Buy
1,233
+71
+6% +$5.98K 0.03% 205
2022
Q3 		$88K Sell
1,162
-911
-44% -$75.5K 0.03% 220
2022
Q2 		$178K Sell
2,073
-348
-14% -$30.5K 0.05% 121
2022
Q1 		$213K Buy
2,421
+888
+58% +$76.9K 0.06% 109
2021
Q4 		$134K Buy
1,533
+31
+2% +$2.57K 0.04% 151
2021
Q3 		$123K Buy
1,502
+145
+11% +$13K 0.04% 148
2021
Q2 		$124K Buy
1,357
+69
+5% +$6.14K 0.05% 124
2021
Q1 		$110K Buy
1,288
+360
+39% +$32.3K 0.04% 128
2020
Q4 		$88K Buy
928
+542
+140% +$47.4K 0.04% 125
2020
Q3 		$34K Buy
386
+310
+408% +$26.9K 0.02% 119
2020
Q2 		$7K Buy
+76
New +$6.56K ﹤0.01% 160

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

Janiczek Wealth Management's NVS Position: Q2 2024 in Review

Janiczek Wealth Management increased its Novartis (NVS) stake by 11% in Q2 2024, buying an estimated $17.9K and bringing the position to 1,747 shares worth $186K. The position accounts for 0.04% of the portfolio, ranked #192.

Janiczek Wealth Management first reported a position in NVS in Q2 2020 and has held it in 17 quarters since. The position peaked at $213K in Q1 2022. 1,306 funds tracked by Wall St. Rank hold NVS as of Q2 2024.

  • Janiczek Wealth Management held 1,747 shares of Novartis worth $186K as of Q2 2024.
  • Janiczek Wealth Management bought 178 Novartis shares in Q2 2024, an estimated $17.9K.
  • Novartis made up 0.04% of Janiczek Wealth Management's portfolio in Q2 2024, its #192 holding.
  • Janiczek Wealth Management first reported a position in Novartis in Q2 2020 and has held it in 17 quarters since.
  • Janiczek Wealth Management's Novartis position peaked at $213K in Q1 2022.
  • 1,306 funds tracked by Wall St. Rank held Novartis as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.