Paladin Wealth’s Novartis NVS Stock Holding History

Paladin 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
2024 Q4	–	Sell	-90	Closed	-$10.4K	–	180
2024 Q3	$10.4K	Buy	+90	New	+$10.2K	0.01%	176

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Paladin Wealth's NVS Position: Q4 2024 in Review

Paladin Wealth sold out of Novartis (NVS) in Q4 2024, closing a stake of 90 shares — an estimated $10.4K sold.

Paladin Wealth first reported a position in NVS in Q3 2024 and held it in 1 quarter. The position peaked at $10.4K in Q3 2024. 1,340 funds tracked by Wall St. Rank hold NVS as of Q4 2024.

Paladin Wealth reported no remaining Novartis position as of Q4 2024 after selling out during the quarter.
Paladin Wealth sold 90 Novartis shares in Q4 2024, an estimated $10.4K.
Paladin Wealth first reported a position in Novartis in Q3 2024 and held it in 1 quarter.
Paladin Wealth's Novartis position peaked at $10.4K in Q3 2024.
1,340 funds tracked by Wall St. Rank held Novartis as of Q4 2024.

Based on Paladin Wealth's 13F filing for Q4 2024, filed 29 Jan 2025.