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Mittelman Wealth Management’s Novartis NVS Stock Holding History

Mittelman Wealth Management’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
Q3 		– Sell
-4,440
Closed -$473K – 58
2024
Q2 		$473K Hold
4,440
– – 0.31% 51
2024
Q1 		$429K Buy
+4,440
New +$455K 0.29% 50

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Mittelman Wealth Management's NVS Position: Q3 2024 in Review

Mittelman Wealth Management sold out of Novartis (NVS) in Q3 2024, closing a stake of 4,440 shares — an estimated $473K sold.

Mittelman Wealth Management first reported a position in NVS in Q1 2024 and held it in 2 quarters. The position peaked at $473K in Q2 2024. 1,311 funds tracked by Wall St. Rank hold NVS as of Q3 2024.

  • Mittelman Wealth Management reported no remaining Novartis position as of Q3 2024 after selling out during the quarter.
  • Mittelman Wealth Management sold 4,440 Novartis shares in Q3 2024, an estimated $473K.
  • Mittelman Wealth Management first reported a position in Novartis in Q1 2024 and held it in 2 quarters.
  • Mittelman Wealth Management's Novartis position peaked at $473K in Q2 2024.
  • 1,311 funds tracked by Wall St. Rank held Novartis as of Q3 2024.

Based on Mittelman Wealth Management's 13F filing for Q3 2024, filed 18 Nov 2024.