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Oxford Wealth Group’s Novartis NVS Stock Holding History

Oxford Wealth 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
2024
Q4 		$721K Buy
7,407
+184
+3% +$19.6K 0.47% 41
2024
Q3 		$831K Sell
7,223
-2,973
-29% -$337K 0.68% 40
2024
Q2 		$1.09M Buy
10,196
+3,396
+50% +$341K 0.75% 36
2024
Q1 		$658K Buy
+6,800
New +$697K 0.6% 39

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Oxford Wealth Group's NVS Position: Q4 2024 in Review

Oxford Wealth Group increased its Novartis (NVS) stake by 2.5% in Q4 2024, buying an estimated $19.6K and bringing the position to 7,407 shares worth $721K. The position accounts for 0.47% of the portfolio, ranked #41.

Oxford Wealth Group first reported a position in NVS in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.09M in Q2 2024. 1,340 funds tracked by Wall St. Rank hold NVS as of Q4 2024.

  • Oxford Wealth Group held 7,407 shares of Novartis worth $721K as of Q4 2024.
  • Oxford Wealth Group bought 184 Novartis shares in Q4 2024, an estimated $19.6K.
  • Novartis made up 0.47% of Oxford Wealth Group's portfolio in Q4 2024, its #41 holding.
  • Oxford Wealth Group first reported a position in Novartis in Q1 2024 and has held it in 4 quarters since.
  • Oxford Wealth Group's Novartis position peaked at $1.09M in Q2 2024.
  • 1,340 funds tracked by Wall St. Rank held Novartis as of Q4 2024.

Based on Oxford Wealth Group's 13F filing for Q4 2024, filed 14 Feb 2025.