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Kiely Wealth Advisory Group’s Novartis NVS Stock Holding History

Kiely Wealth Advisory Group’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 		$88.9K Hold
832
– – 0.06% 97
2024
Q3 		$87.3K Hold
832
– – 0.06% 95
2024
Q2 		$92.5K Hold
832
– – 0.05% 78
2024
Q1 		$81.3K Hold
832
– – 0.05% 79
2023
Q4 		$88.9K Buy
+832
New +$80.3K 0.05% 74

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Kiely Wealth Advisory Group's NVS Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Novartis (NVS) position steady in Q4 2024 at 832 shares worth $88.9K. The position accounts for 0.06% of the portfolio, ranked #97.

Kiely Wealth Advisory Group first reported a position in NVS in Q4 2023 and has held it in 5 quarters since. The position peaked at $92.5K in Q2 2024. 1,340 funds tracked by Wall St. Rank hold NVS as of Q4 2024.

  • Kiely Wealth Advisory Group held 832 shares of Novartis worth $88.9K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Novartis share count unchanged in Q4 2024.
  • Novartis made up 0.06% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #97 holding.
  • Kiely Wealth Advisory Group first reported a position in Novartis in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Novartis position peaked at $92.5K in Q2 2024.
  • 1,340 funds tracked by Wall St. Rank held Novartis as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.