MilWealth Group’s Novartis NVS Stock Holding History

MilWealth 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	-200	Closed	-$19.5K	–	85
2024 Q4	$19.5K	Buy	+200	New	+$21.3K	0.01%	71
2024 Q2	–	Sell	-152	Closed	-$14.7K	–	69
2024 Q1	$14.7K	Sell	152 -98	-39%	-$10K	﹤0.01%	55
2023 Q4	$25.2K	Hold	250	–	–	0.01%	51
2023 Q3	$25.5K	Buy	+250	New	+$25.4K	0.01%	50

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

MilWealth Group's NVS Position: Q1 2025 in Review

MilWealth Group sold out of Novartis (NVS) in Q1 2025, closing a stake of 200 shares — an estimated $19.5K sold.

MilWealth Group first reported a position in NVS in Q3 2023 and held it in 4 quarters. The position peaked at $25.5K in Q3 2023. 1,356 funds tracked by Wall St. Rank hold NVS as of Q1 2025.

MilWealth Group reported no remaining Novartis position as of Q1 2025 after selling out during the quarter.
MilWealth Group sold 200 Novartis shares in Q1 2025, an estimated $19.5K.
MilWealth Group first reported a position in Novartis in Q3 2023 and held it in 4 quarters.
MilWealth Group's Novartis position peaked at $25.5K in Q3 2023.
1,356 funds tracked by Wall St. Rank held Novartis as of Q1 2025.

Based on MilWealth Group's 13F filing for Q1 2025, filed 1 May 2025.