Marcum Wealth’s Novartis NVS Stock Holding History

Marcum Wealth’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	-1,937	Closed	-$223K	–	426
2024 Q3	$223K	Sell	1,937 -96	-5%	-$10.9K	0.02%	341
2024 Q2	$216K	Buy	+2,033	New	+$204K	0.02%	328
2024 Q1	–	Sell	-2,007	Closed	-$203K	–	407
2023 Q4	$203K	Sell	2,007 -281	-12%	-$27.1K	0.02%	335
2023 Q3	$233K	Sell	2,288 -30	-1%	-$3.04K	0.03%	293
2023 Q2	$234K	Sell	2,318 -418	-15%	-$41.8K	0.03%	297
2023 Q1	$252K	Sell	2,736 -110	-4%	-$9.61K	0.03%	281
2022 Q4	$258K	Sell	2,846 -121	-4%	-$10.2K	0.03%	267
2022 Q3	$226K	Sell	2,967 -56	-2%	-$4.64K	0.03%	283
2022 Q2	$256K	Sell	3,023 -180	-6%	-$15.8K	0.04%	262
2022 Q1	$281K	Sell	3,203 -23	-0.7%	-$1.99K	0.04%	255
2021 Q4	$282K	Buy	3,226 +234	+8%	+$19.4K	0.04%	268
2021 Q3	$245K	Buy	2,992 +362	+14%	+$32.6K	0.04%	270
2021 Q2	$240K	Sell	2,630 -306	-10%	-$27.2K	0.04%	252
2021 Q1	$251K	Buy	+2,936	New	+$263K	0.04%	250

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Marcum Wealth's NVS Position: Q4 2024 in Review

Marcum Wealth sold out of Novartis (NVS) in Q4 2024, closing a stake of 1,937 shares — an estimated $223K sold.

Marcum Wealth first reported a position in NVS in Q1 2021 and held it in 14 quarters. The position peaked at $282K in Q4 2021. 1,341 funds tracked by Wall St. Rank hold NVS as of Q4 2024.

Marcum Wealth reported no remaining Novartis position as of Q4 2024 after selling out during the quarter.
Marcum Wealth sold 1,937 Novartis shares in Q4 2024, an estimated $223K.
Marcum Wealth first reported a position in Novartis in Q1 2021 and held it in 14 quarters.
Marcum Wealth's Novartis position peaked at $282K in Q4 2021.
1,341 funds tracked by Wall St. Rank held Novartis as of Q4 2024.

Based on Marcum Wealth's 13F filing for Q4 2024, filed 13 Jan 2025.