New Wave Wealth Advisors’s Novartis NVS Stock Holding History

New Wave Wealth Advisors’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	-23	Closed	-$2.24K	–	492
2024 Q4	$2.24K	Buy	+23	New	+$2.45K	﹤0.01%	534

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

New Wave Wealth Advisors's NVS Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Novartis (NVS) in Q1 2025, closing a stake of 23 shares — an estimated $2.24K sold.

New Wave Wealth Advisors first reported a position in NVS in Q4 2024 and held it in 1 quarter. The position peaked at $2.24K in Q4 2024. 1,356 funds tracked by Wall St. Rank hold NVS as of Q1 2025.

New Wave Wealth Advisors reported no remaining Novartis position as of Q1 2025 after selling out during the quarter.
New Wave Wealth Advisors sold 23 Novartis shares in Q1 2025, an estimated $2.24K.
New Wave Wealth Advisors first reported a position in Novartis in Q4 2024 and held it in 1 quarter.
New Wave Wealth Advisors's Novartis position peaked at $2.24K in Q4 2024.
1,356 funds tracked by Wall St. Rank held Novartis as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.