Leo Brokerage’s Novartis NVS Stock Holding History

Leo Brokerage’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
2023 Q2	$2.28M	Buy	22,606 +1,891	+9%	+$189K	0.26%	68
2023 Q1	$1.91M	Buy	+20,715	New	+$1.81M	0.28%	72
2022 Q2	$571K	Buy	6,752 +3,174	+89%	+$278K	0.15%	87
2022 Q1	$314K	Buy	+3,578	New	+$310K	0.05%	190

Other funds holding NVS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Leo Brokerage's NVS Position: Q2 2023 in Review

Leo Brokerage increased its Novartis (NVS) stake by 9.1% in Q2 2023, buying an estimated $189K and bringing the position to 22,606 shares worth $2.28M. The position accounts for 0.26% of the portfolio, ranked #68.

Leo Brokerage first reported a position in NVS in Q1 2022 and has held it in 4 quarters since. 1,201 funds tracked by Wall St. Rank hold NVS as of Q2 2023.

Leo Brokerage held 22,606 shares of Novartis worth $2.28M as of Q2 2023.
Leo Brokerage bought 1,891 Novartis shares in Q2 2023, an estimated $189K.
Novartis made up 0.26% of Leo Brokerage's portfolio in Q2 2023, its #68 holding.
Leo Brokerage first reported a position in Novartis in Q1 2022 and has held it in 4 quarters since.
1,201 funds tracked by Wall St. Rank held Novartis as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.