Mendota Financial Group’s Novartis NVS Stock Holding History

Mendota Financial 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
2025 Q1	–	Sell	-53	Closed	-$5.14K	–	287
2024 Q4	$5.14K	Sell	53 -12	-18%	-$1.28K	﹤0.01%	266
2024 Q3	$7.46K	Buy	65 +39	+150%	+$4.42K	﹤0.01%	247
2024 Q2	$2.77K	Buy	+26	New	+$2.61K	﹤0.01%	268

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Mendota Financial Group's NVS Position: Q1 2025 in Review

Mendota Financial Group sold out of Novartis (NVS) in Q1 2025, closing a stake of 53 shares — an estimated $5.14K sold.

Mendota Financial Group first reported a position in NVS in Q2 2024 and held it in 3 quarters. The position peaked at $7.46K in Q3 2024. 1,356 funds tracked by Wall St. Rank hold NVS as of Q1 2025.

Mendota Financial Group reported no remaining Novartis position as of Q1 2025 after selling out during the quarter.
Mendota Financial Group sold 53 Novartis shares in Q1 2025, an estimated $5.14K.
Mendota Financial Group first reported a position in Novartis in Q2 2024 and held it in 3 quarters.
Mendota Financial Group's Novartis position peaked at $7.46K in Q3 2024.
1,356 funds tracked by Wall St. Rank held Novartis as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.