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Paladin Advisory Group’s Novartis NVS Stock Holding History

Paladin Advisory 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
2023
Q1 		– Sell
-252
Closed -$22.9K – 423
2022
Q4 		$22.9K Hold
252
– – 0.02% 194
2022
Q3 		$19K Hold
252
– – 0.02% 205
2022
Q2 		$21K Buy
+252
New +$22.1K 0.02% 203
2022
Q1 		– Sell
-252
Closed -$22K – 437
2021
Q4 		$22K Buy
+252
New +$20.9K 0.02% 211

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

Paladin Advisory Group's NVS Position: Q4 2024 in Review

Paladin Advisory Group sold out of Novartis (NVS) in Q4 2024, closing a stake of 252 shares — an estimated $29K sold.

Paladin Advisory Group first reported a position in NVS in Q1 2022 and held it in 8 quarters. The position peaked at $29K in Q3 2024. 1,340 funds tracked by Wall St. Rank hold NVS as of Q4 2024.

  • Paladin Advisory Group reported no remaining Novartis position as of Q4 2024 after selling out during the quarter.
  • Paladin Advisory Group sold 252 Novartis shares in Q4 2024, an estimated $29K.
  • Paladin Advisory Group first reported a position in Novartis in Q1 2022 and held it in 8 quarters.
  • Paladin Advisory Group's Novartis position peaked at $29K in Q3 2024.
  • 1,340 funds tracked by Wall St. Rank held Novartis as of Q4 2024.

Based on Paladin Advisory Group's 13F filing for Q4 2024, filed 23 Jan 2025.