Morton Brown Family Wealth’s Novartis NVS Stock Holding History

Morton Brown Family 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
2023 Q2	–	Sell	-12	Closed	-$1.1K	–	255
2023 Q1	$1.1K	Buy	+12	New	+$1.05K	﹤0.01%	257
2022 Q3	–	Sell	-80	Closed	-$7K	–	303
2022 Q2	$7K	Buy	+80	New	+$7.02K	0.01%	126

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Morton Brown Family Wealth's NVS Position: Q2 2023 in Review

Morton Brown Family Wealth sold out of Novartis (NVS) in Q2 2023, closing a stake of 12 shares — an estimated $1.1K sold.

Morton Brown Family Wealth first reported a position in NVS in Q2 2022 and held it in 2 quarters. The position peaked at $7K in Q2 2022. 1,202 funds tracked by Wall St. Rank hold NVS as of Q2 2023.

Morton Brown Family Wealth reported no remaining Novartis position as of Q2 2023 after selling out during the quarter.
Morton Brown Family Wealth sold 12 Novartis shares in Q2 2023, an estimated $1.1K.
Morton Brown Family Wealth first reported a position in Novartis in Q2 2022 and held it in 2 quarters.
Morton Brown Family Wealth's Novartis position peaked at $7K in Q2 2022.
1,202 funds tracked by Wall St. Rank held Novartis as of Q2 2023.

Based on Morton Brown Family Wealth's 13F filing for Q2 2023, filed 25 Jul 2023.